Susette's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 14 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Surrey
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my pensions from multiple employers.
How has Susette Bowden helped you?
Susette has helped me to consolidate all of my pension pots into one manageable pot. She has also taken the time to understand our longer term financial goals and offered pragmatic advice to help us maximise our financial position.
Have you seen the outcome you were hoping for?
Yes, I’m very happy with the investments Susette is managing for me, she has taken the time to understand my risk appetite and goals.
Susette:
Thank you for taking the time to leave such a thoughtful review. I’m so pleased to hear that consolidating your pension pots has made things feel more manageable and better aligned with your long-term goals. It’s great to know you felt supported throughout the process and that my pragmatic approach has helped you feel confident in the steps we’ve taken. Understanding your risk appetite and financial objectives is always my priority, so it’s really encouraging to hear you’re happy with how your investments are being managed. I firmly believe that advice is most effective when it’s based on a clear understanding of each person’s circumstances, and I’m glad this has come across in our work together. Thanks again for your kind words – they really are appreciated.Review
by a verified client in Hampshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was not happy with having a number of different investments with other advisers which were not doing as well as I had hoped
How has Susette Bowden helped you?
She brought all my investments together into just two well managed areas. She advised me on the benefits and potential drawbacks, being very careful to assess my needs through discussion and then providing very sound advice. She went on to make all the necessary arrangements for the care of my money and leaving me with no concerns whatsoever.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I am aware of
Susette:
Thank you so much for taking the time to leave this thoughtful review. I’m really pleased to hear that your experience working with me has been so positive. I understand that having multiple investments can feel disjointed, so I’m glad I was able to help bring everything together in a more focused and manageable way. It means a lot to know that you felt confident in the advice I gave, and that the steps we took left you with no concerns. I always aim to ensure that any recommendations are shaped around each client’s individual needs, so I’m glad this came through in our conversations. It’s also great to hear that you’re seeing the outcomes you’d hoped for. I look forward to continuing to support you in the years ahead.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I required expert advice regarding our financial planning.
How has Susette Bowden helped you?
Susette has provided a professional service throughout.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, Susette is a very friendly and knowledgeable person who keeps abreast of financial matters to provide the expert advice we require.
Susette:
Thank you so much for your kind words. I’m really pleased to hear that you’ve been happy with the support and advice I’ve provided. It means a great deal to know that you and your wife felt confident turning to me for help with your financial planning. I always aim to offer a friendly, professional service backed by up-to-date knowledge, so I’m glad that came through in your experience. Helping clients feel informed and reassured about their financial decisions is at the heart of what I do. It’s also lovely to hear that the outcomes have matched your expectations. Thank you again for your trust and for taking the time to leave a review.Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long-term finacial planning in my forties with a view to retirement in the long run
How has Susette Bowden helped you?
Susette was very helpful and gave solid advice on goals and ways to improve return on savings and investments in a tax efficient way.
Have you seen the outcome you were hoping for?
Yes
Susette:
Thank you for taking the time to share your feedback. It’s great to hear that you found our discussions on long-term financial planning helpful and that the advice provided has supported your goals. Planning for retirement is an important step, and I’m pleased that the strategies we discussed—particularly around improving returns and tax efficiency—have been beneficial to you. Your positive experience is exactly what I strive for, and I look forward to continuing to support you on your financial journey. If there’s ever anything you’d like to revisit or refine, please don’t hesitate to get in touch.Review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting older
How has Susette Bowden helped you?
IHT planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Susette:
Thank you for taking the time to leave a review. I’m pleased to hear that you’ve found our inheritance tax planning support helpful and that we’ve been able to meet your expectations. Planning for the future is an important step, and it’s great to know you feel confident with the advice provided. If you ever have any further questions or need additional guidance, please don’t hesitate to get in touch. I appreciate your trust and look forward to continuing to support you.