Steven Cattle

Steven Cattle

Explore Wealth Management Ltd

Steven's reviews

Reviewed for

Insurance and Protection ( 11 )

Mortgages ( 2 )

Pensions ( 89 )

Equity Release ( 10 )

Retirement income (annuities, drawdown) ( 61 )

Auto Enrolment ( 3 )

Investments and Savings ( 79 )

Pension Transfers - Non Specialist ( 17 )

Inheritance Planning ( 25 )

Long Term Care ( 12 )

Pension Transfers - Specialist ( 13 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 28 )

£100k - £200k ( 9 )

Up to £50k ( 4 )

£50k - 100k ( 5 )

Review

by a verified client in Northumberland

4 years ago

Overall

Advice

Service

Value

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

Retirement

How has Steven Cattle helped you?

Changer retirement Pension

Have you seen the outcome you were hoping for?

yes very good

What could they have done better?

not much

Review

by a verified client in Tyne and Wear

4 years ago

Overall

Advice

Service

Value

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

Retirement

How has Steven Cattle helped you?

Steven took over from Steve Caan and shortly afterwards Dominic Shannon died. Steven was a great help in dealing with Dominic's estate and has helped me since effectively manage my money.

Have you seen the outcome you were hoping for?

My investments have maintained their value and in many instances increased

What could they have done better?

I'm just very impressed that my income has been secure throughout this turbulent year

Review

by a verified client in Tyne and Wear

4 years ago

Overall

Advice

Service

Value

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

Initially, an inheritance.

How has Steven Cattle helped you?

Investment advice and guidance over the years. Always calm, friendly and balanced.

Have you seen the outcome you were hoping for?

Yes - I'm very happy with my outcome.

What could they have done better?

Can't think of anything he could do better.

Review

by a verified client in East Riding

4 years ago

Overall

Advice

Service

Value

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

Looking for long term investment

How has Steven Cattle helped you?

He has helped with pension and retirement plans

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don't think he could do anything better

Review

by a verified client in Tyne and Wear

4 years ago

Overall

Advice

Service

Value

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

Advice on pension

How has Steven Cattle helped you?

Good sound advice

Have you seen the outcome you were hoping for?

Yes