Adrian Wilkins

Adrian Wilkins

Aevum Wealth Management

Adrian's reviews

Reviewed for

Insurance and Protection ( 8 )

Mortgages ( 1 )

Pensions ( 26 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 20 )

Investments and Savings ( 45 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 25 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 24 )

Financial Mentoring ( 4 )

( 1 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 7 )

£100k - £200k ( 8 )

( 1 )

£50k - 100k ( 4 )

Up to £50k ( 4 )

First impression

by a VouchedFor user

7 days ago

Overall

Please provide a brief comment about your experience with Adrian

Really great experience with Adrian, will certainly use his services again in future.

Review

by a verified client in Gloucestershire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was recommended to Adrian by a trusted friend

How has Adrian Wilkins helped you?

Pension and retirement advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

Review

by a verified client in Bristol

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Adrian Wilkins helped you?

Advised and tailored a pension plan that would have the best outcome for me

Have you seen the outcome you were hoping for?

Certainly, to-date at least.

Review

by a verified client in Somerset

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

My main pension asset was my office / apartment which on retirement was sold and invested to give me a monthly income

How has Adrian Wilkins helped you?

Adrian has looked after my pension for a considerable time. He explains things in a way that I can understand and that's not an easy task!. I have always trusted and valued his advice

Have you seen the outcome you were hoping for?

I'm very pleased that the fund has preformed well. It gives me the monthly income that I require.

What could they have done better?

To have started with a bigger pension pot!.

Review

by a verified client in Bristol

4 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest and protect what money I had

How has Adrian Wilkins helped you?

He has helped guide me in the right direction

Have you seen the outcome you were hoping for?

Not fully

What could they have done better?

I am happy with the service he had given me