Ian's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 66 )
Retirement income (annuities, drawdown) ( 40 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 27 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 38 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 20 )
£100k - £200k ( 9 )
£50k - 100k ( 2 )
Up to £50k ( 5 )
Review
by a verified client in Lancashire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I think it’s always good to have a professional looking after my investment needs
How has Ian Pine helped you?
Helped me to understand my investment and why it is where it is
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend when we had money to invest
How has Ian Pine helped you?
His advice has been good and we are very happy
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
We are happy with what has been achieved
Review
by a verified client in Renfrewshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Ian for the past 5 years and his advice is invaluable
How has Ian Pine helped you?
Advice on my pension fund has been great
Have you seen the outcome you were hoping for?
So far, so good.
What could they have done better?
Nothing that I can think of
Review
by a verified client in Gloucestershire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Low performing pension and investment funds.
How has Ian Pine helped you?
Transfer of funds higher performing funds with appropriate risk rating.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
There is nothing that Ian could have done better.
Review
by a verified client in North Yorkshire
a month 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.