Ian's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 1 )
Pensions ( 23 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Repeat review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
Ongoing financial review, potential options for my pension with SJP and what would be best to do with a pension from a different provider. Ian continues to be clear and patient when discussing any potential changes to my pension and responds to any queries promptly.
Review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A requirement for detailed general financial planning, plus a special focus on retirement.
How has Ian Marsh helped you?
Thorough investigation of my circumstances, followed by broad-based advice on investment options and potential outcomes. Execution and incorporation of plans.
Have you seen the outcome you were hoping for?
Yes, progress is perfectly acceptable.
What could they have done better?
Nothing I am aware of.
Review
by a verified client in Staffordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With retirement on the horizon I really needed advice on how to move forward to understand my financial position and plan for the future. I did my own research but frankly the whole financial 'wealth management' advice options out there were a bit overwhelming so I asked a few trusted friends & colleagues and was recommended to speak with Ian @ SJP.
How has Ian Marsh helped you?
My advisor Ian, was extremely patient with me. The whole experience was great, very relaxed and he listened. When he made recommendations everything was fully explained in a clear concise way. Along with a pension review Ian provided investment and saving options and general guidance.
Have you seen the outcome you were hoping for?
I believe I will get the best results possible when the time comes to retire. I love the assurance that comes from having an annual review of my finances with Ian and feel I am being given the best advice every step of the way.
What could they have done better?
Nothing, I think Ian understands my current situation, my goals and future direction and is on hand to support me if anything changes.
Repeat review
by a verified client in London
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
Ongoing advice/ service.
Repeat review
by a verified client in Surrey
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Marsh helped you since your last review?
Ongoing financial planning advice, new investment advice and retirement scenario planning