Ian Pine

Ian Pine

Argentis Wealth Management

Ian's reviews

Reviewed for

Insurance and Protection ( 7 )

Pensions ( 58 )

Retirement income (annuities, drawdown) ( 35 )

Investments and Savings ( 47 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 23 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 36 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 19 )

£100k - £200k ( 8 )

£50k - 100k ( 2 )

Up to £50k ( 5 )

Review

by a verified client in Dorset

3 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Future security for my family and myself

How has Ian Pine helped you?

Through communication Discussing Uk and world economies Suggesting various investments and ideas Noting my requirements and completing

Have you seen the outcome you were hoping for?

Yes I am more than happy with the development and returns of my portfolio over the years in spite of the volatile markets

What could they have done better?

N/A

Review

by a verified client in North Yorkshire

6 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

We had money to invest for our retirement

How has Ian Pine helped you?

Given us qualified advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in West Yorkshire

6 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I did not look for an advisor My original advisor were taken over by Ians company

How has Ian Pine helped you?

Not very much, Ian replaced my original advisor.

Have you seen the outcome you were hoping for?

Not really.

What could they have done better?

Make there charges less

Review

by a verified client in West Yorkshire

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Unsure my pensions would meet my expectations

How has Ian Pine helped you?

Ian has checked my pensions, advised on best tax options and looked at me getting the full value from my pensions when I need it

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

As far as I know, nothing

Review

by a verified client in Yorkshire

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Ian is a continuation of the firm we subscribe too.

How has Ian Pine helped you?

Plain talking information , and answers to our questions .

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing .