Ray's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 5 )
Pensions ( 21 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in South Yorkshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Comprehensive family financial planning advice.
How has Ray Prince helped you?
Expert in dealing with NHS doctors. Satisfied all our financial planning needs. Very approachable, responsive and patient.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, we are completely satisfied and would recommend to any medical professional
Review
by a verified client in Down
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Imminent retirement and practice sale.
How has Ray Prince helped you?
Provided advice and projections which were essential for planning for the future. Provided the investment platform to achieve my goals.
Have you seen the outcome you were hoping for?
Yes. Solid performance of investments and peace of mind for my future.
Review
by a verified client in Midlothian
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement and wish to maximise investments and reduce management of documentation.
How has Ray Prince helped you?
Analysed our assets and future risk appetite, leading to agreement on a portfolio for each of us. Also with a view to longer term planning for the family.
Have you seen the outcome you were hoping for?
So far - yes.
What could they have done better?
Nothing. Friendly, approachable, thorough, records details and explains options and reasons.
Review
by a verified client in Northumberland
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were new to the UK's financial scene, so needed advice on transfer of investments from abroad and on where to place them in the UK.
How has Ray Prince helped you?
Explained various options, made sure we were aware of consequences of the transfer e.g. tax implications, explained fees and made suggestions (which also were consistent with previous advice we had received on investments prior to moving to the UK).
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I'm not sure. As I said above, Ray seemed to do all the right things!
Review
by a verified client in Cleveland
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had nothing set up and realised I needed to have a safety net.
How has Ray Prince helped you?
Analysed my situation and suggested products that might be useful for me....in a tailormade way. Some products were really not right for me and he helped me sift through them.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I like Ray...there when needed