Ben's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 39 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 13 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 22 )
Financial Mentoring ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 15 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Kent
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice regarding financial planning
How has Ben Taylor helped you?
Given good relevant information and carried out our wishes exactly as needed
Have you seen the outcome you were hoping for?
Yes
Ben:
Thank you for taking the time to leave me a review and the high ratings you have provided. I am pleased you are happy with my advice regarding your existing investment, and I look forward to hearing from you in future should you require any further discussions.Review
by a verified client in Essex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser was ineffective and let things slide
How has Ben Taylor helped you?
Ben is very proactive, with up to date information and advice. His hands on approach and regular informative bulletins form a sound platform for moving forward
Have you seen the outcome you were hoping for?
Yes the outcome has been better than expected
What could they have done better?
Ben could not have done anything better in my opinion
Ben:
Thank you for such a positive review and I am pleased you have been very satisfied with the service received so far. I look forward to continue working with you in future.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?
Ben has been advising us for some time on several matters regarding our finances. We initially sought financial advice to ensure that we were getting the best return on our investments and for advice regarding retirement/pension options.
How has Ben Taylor helped you?
Ben is very knowledgeable. He has been able to advise us on all aspects of our finances. He recommends the best options for us whilst always bearing our own wishes in mind. We feel we are in very safe hands with Ben.
Have you seen the outcome you were hoping for?
Yes. The markets have not always performed well but, overall, we have seen good returns on our investments because of the way Ben has advised us.
What could they have done better?
Nothing. We feel Ben is an excellent financial adviser.
Ben:
I am very grateful for the positive review and that you feel you are in very safe hands. It has been a challenging environment over the last few years, but it is pleasing that we have been able to continue to see solid returns over that period so your long term goals remain on track.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?
I decided in 2024 that I should retire and, while I had some understanding of the process in terms of organising my finances, I felt I needed professional help to make the wisest choices. I found Ben through Unbiased and we got on straight away. He is client focused, efficient, utterly professional, always on top of his game.
How has Ben Taylor helped you?
Ben was able to advise on the best way to combine various pension pots with one new provider. He explained every step of the process and everything happened as and when he said it would.
Have you seen the outcome you were hoping for?
Yes. I have the income I want. Everything happens in the background and I don’t have to think about it from day to day. I get on with my life.
What could they have done better?
Happy.
Ben:
Thank you for such a positive review and for your very kind comments regarding my approach and professionalism. I am pleased you have been very satisfied with the service received so far. By having agreed on a detailed strategy, it is reassuring to know this has enabled you to get on with your life without needing to worry about how your income needs are being met.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?
I needed to know if I could retire
How has Ben Taylor helped you?
Initially he sorted several pension pots
Have you seen the outcome you were hoping for?
Yes, I have ongoing income and feel confident that our money is in safe hands
Ben:
I very much appreciate you taking the time to leave a review and that you value my overall service so highly. I look forward to continue working with you on meeting your income needs through retirement