Steve's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 59 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 67 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 27 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 28 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 31 )
£200k - £500k ( 13 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
Repeat review
by a verified client in Merseyside
a day 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?
Steve, continues to have my interests at heart and gives me and my family excellent, and in layman's English, financial advice.
Repeat review
by a verified client in Cumbria
5 days 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?
Planning advice for a property purchase abroad
Steve:
Thank you for your kind review, always a pleasure dealing with you!Repeat review
by a verified client in Cumbria
6 days 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?
Steve continues to provide a great service and is always there when I have questions about my pensions etc
Steve:
Thanks for your kind review, always a pleasure to deal with you!Repeat review
by a verified client in Cumberland
9 days 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?
Although my wife and I only meet Steve once a year for our annual pension review, we occasionally email him if we require any pension advise. Steve is always quick to answer with whatever advice he can give. My wife and I are very comfortable with the advice that he gives.
Steve:
Thank you for your kind review, always a pleasure to deal with you and hope to be able to help for many years to come. As always if there is anything you need from me, or anyone else that you think I could be of assistance to then please do not hesitate to get in touch.Repeat review
by a verified client in Cumbria
10 days 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?
Inheritance tax planning, Pension & ISA contributions and tax savings