Steven's reviews
Reviewed for
Insurance and Protection ( 21 )
Mortgages ( 3 )
Pensions ( 115 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 69 )
Investments and Savings ( 129 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 9 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 16 )
Financial Mentoring ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 31 )
£100k - £200k ( 30 )
Up to £50k ( 18 )
£50k - 100k ( 11 )
Review
by a verified client in West Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan for the future and my / my families retirement.
How has Steven Haigh helped you?
Provided sound practical advice that's helped build a great pension and other investments for my / my familes future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing more
Steven:
Many thanks for your kind review David.Review
by a verified client in West Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted someone who was straight talking and gave structured advise and options
How has Steven Haigh helped you?
Gave me advise and options based on my personnal circumstances going forward.
Have you seen the outcome you were hoping for?
At this moment in time all looks to be going in the right direction
What could they have done better?
Information from the invester was very misleading and could have been simplified to remove first reaction panic stations to documentation received.
Review
by a verified client in West Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial portfolio that required management
How has Steven Haigh helped you?
To satisfactorily manage that portfoloi
Have you seen the outcome you were hoping for?
Considering the current outside influences, yes.
What could they have done better?
Nothing springs to mind
Review
by a verified client in West Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early Retirement
How has Steven Haigh helped you?
Gave me the confidence and trust to retire early knowing my savings were in good hands and invested in the best possible place .
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
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance - how best to invest for the future
How has Steven Haigh helped you?
By advising on investments
Have you seen the outcome you were hoping for?
It has been a volatile market over the previous 10 years but our investment has largely been protected
What could they have done better?
Given the markets and our appetite for risk, their advice has been sound