Steve's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 54 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 65 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 24 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 24 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 12 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Steve
We have only recently moved back to Cumbria and as our existing financial advisor was a hundred miles away in Scotland my husband and I decided after much consideration to change to someone local. After researching and with recommendations we chose Armstrong Watson and Steve Shovlin. To date we have had several meetings with him and find him easy to deal with and very straightforward and transparent. Already we have been more informed than we have been in years. We are very happy with our choice.
Steve:
Thank you for your kind First Impression review. I am delighted that we have now embarked on our journey together and look forward to working with you for many years to come.Repeat review
by a verified client in Cumbria
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
Annual review and continuing advice on Financial Portfolio.
Repeat review
by a verified client in Cumbria
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
Advice regarding rationalising our portfolio.
Repeat review
by a verified client in Dumfriesshire
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
Same as other years
Repeat review
by a verified client in Cumbria
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Steve Shovlin helped you since your last review?
He has helped us review our portfolio and make any necessary changes.