Glen's reviews
Reviewed for
Insurance and Protection ( 50 )
Mortgages ( 125 )
Pensions ( 125 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 113 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 13 )
Long Term Care ( 13 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 24 )
Financial Mentoring ( 7 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 21 )
£100k - £200k ( 15 )
£50k - 100k ( 15 )
Up to £50k ( 59 )
Repeat review
by a verified client in Tyne and Wear
3 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Great Service
Repeat review
by a verified client in Northumberland
6 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Since my last review Glen has helped with pension, investment and mortgage advice. He remains very responsive and helpful. We have worked together for many years and it is clear that he is fully aware of our particular needs and advises accordingly. He is always a pleasure to deal with. My only slight reservation in recommending him is that he is no longer an independent adviser.
Repeat review
by a verified client in Tyne and Wear
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Pensions
Repeat review
by a verified client in Durham
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early Retirement
How has Glen Stephenson helped you?
Was very helpful with ISA
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Repeat review
by a verified client in Durham
9 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Glen Stephenson helped you since your last review?
Has given us good advice on pensions and investments