Reviewed for
Insurance and Protection ( 13 )
Pensions ( 81 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 52 )
Auto Enrolment ( 1 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 18 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 14 )
Financial Planning ( 24 )
Financial Mentoring ( 5 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
£50k - 100k ( 4 )
Up to £50k ( 9 )
Repeat review
by a verified client in Yorkshire
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Neil Smith helped you since your last review?
Always available to provide guidance and advice across all areas listed . Given sound advice for future pension planning
Repeat review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Neil Smith helped you since your last review?
Professional advice and assistance on any financial matter.
Repeat review
by a verified client in South Yorkshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Neil Smith helped you since your last review?
Giving good advice and always considering my future needs
Repeat review
by a verified client in Suffolk
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Neil Smith helped you since your last review?
Neil is always proactive to my requirements and long term financial planning.
Repeat review
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Neil Smith helped you since your last review?
Neil is always available to me and I do contact him on a continuous basis he always puts my mind to rest on my problems.