Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 71 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 45 )
Investments and Savings ( 103 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 24 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 63 )
Financial Mentoring ( 13 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 39 )
£100k - £200k ( 15 )
Up to £50k ( 4 )
£50k - 100k ( 8 )
Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to ensure that our retirement financial planning was going to provide the cover and support needed.
How has Ben Burgess helped you?
Ensuring we have the correct balances across our portfolio, maximizing the IHT allowances
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Perfectly content with the services and support needed in line with our portfolio.
Ben:
Many thanks for the feedback Colin. Really do appreciate it!!Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planing for the future, and being very unhappy with our existing one.
How has Ben Burgess helped you?
Saving us money, giving the best advice for our circumstances and being there for us
Have you seen the outcome you were hoping for?
YES
What could they have done better?
He already done it.
Ben:
Many thanks for the feed back Cici. I hope all is well with your both. Be in touch soonReview
by a verified client in Worcestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were with an adviser but he retired and Ben's firm took him over
How has Ben Burgess helped you?
Yes very much.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Don't think there is anything they could have done better
Ben:
Many thanks for the feedback Ray. Really appreciated !!!Review
by a verified client in Gloucestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest my money and to grow this safely!
How has Ben Burgess helped you?
I regard Ben as a Family friend who cares in providing his Professional Services so as to benefit us!
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm happy!
Ben:
Thankyou for the feed back Klaus. Really appreciated.Review
by a verified client in Bristol
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Review of household’s finances in light of husband’s retirement
How has Ben Burgess helped you?
Ben has helped us to plan our household finances to meet our family’s needs and aspirations.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Difficult to say in light of the recent and current global economic uncertainty.
Ben:
Many thanks Brigid for the feedback. Really appreciated