Olivier's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 1 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 5 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Olivier
Olivier has shown great expertise and also great kindness and support with his advice to myself and my wife. We hugely recommend him .
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Concerns about my pension and inadequate plans for retirement
How has Olivier Pfanner helped you?
Olivier managed to deal with my very basic level of understanding about financial planning and give clear explanations of the options available to me. He also ensured that I fully understood the risks and benefits of any decision that I might make regarding my financial future. He was efficient in setting up meetings and responding in a timely fashion and I received clear written and online information about our discussions and actions. He has enabled me to start on a process of longer term finical planning and investment with more confidence.
Have you seen the outcome you were hoping for?
It is still early days but the process and advice given so far has been clear, efficient and responsive.
First impression
by a VouchedFor user
2 years ago
Overall
Please provide a brief comment about your experience with Olivier
Oliviers professionalism, knowledge, expertise and advice has been exceptional.
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfied with the Lloyds pension offer and looked for advice regarding alternatives
How has Olivier Pfanner helped you?
Olivier was recommended to me by a friend. He has covered all the options open to me and given me an understanding of my situation. He has recommended an annuity coupled with investment
Have you seen the outcome you were hoping for?
Yes, I was satisfied that my interests were well catered for and that the risk taken was within my expectation
What could they have done better?
Not sure he could have done any more considering my situation
Review
by a verified client in Kent
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wished to make my savings work better and understand my NHS pension better to make decisions that would be beneficial for me and my family in the future.
How has Olivier Pfanner helped you?
Explained financial strategies and lingo, unpicked what was happening with my pension. Helping me understand how to make decisions and giving me the information to allow me to make those decisions for myself.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I am very pleased with the service.