Ian's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 63 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 25 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 36 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 20 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
Up to £50k ( 5 )
Review
by a verified client in North Yorkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited a sum of money and wanted to ensure that it could become a long-term investment.
How has Ian Pine helped you?
Ian has expertly managed my investments for years, and is always there to answer any questions I may have. He is communicative and professional, and despite recent events in the world, Ian has managed to keep my investments steady and on the correct track. He is incredible at what he does.
Have you seen the outcome you were hoping for?
Yes- more so than I was hoping for, actually.
Review
by a verified client in Yorkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Annual review
How has Ian Pine helped you?
Discussed pension arrangements
Have you seen the outcome you were hoping for?
What anticipated
What could they have done better?
I didn't ask for any further assistance at the meeting
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 initially sought a financial adviser as we had inherited money 20 years ago.
How has Ian Pine helped you?
I have switched my assets to more environmentally friendly shares
Have you seen the outcome you were hoping for?
The stock market has been very erratic lately because of the USA and shares took a downward spiral. They are gradually creeping up.
What could they have done better?
Nothing
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?
The valuation of my assets
How has Ian Pine helped you?
By helping me understand my pension, and its place in Inheritance Tax Planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Northamptonshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Concern that I was not receiving advice about a previous Pension Fund
How has Ian Pine helped you?
Regular reviews and updated information about my pension pot. Available for advice as required.
Have you seen the outcome you were hoping for?
Yes