Stephen's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 47 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 26 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 24 )
Inheritance Planning ( 9 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 13 )
Financial Mentoring ( 6 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 9 )
£100k - £200k ( 6 )
Up to £50k ( 4 )
£50k - 100k ( 4 )
Repeat review
by a verified client in Staffordshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Harrison helped you since your last review?
Continued to provide advice on investing and future investments
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Stephen
I had previously been recommended Steve by work colleagues for my upcoming retirement. I am pleased to say my experience using Steve to set up my pension requirements has been excellent. He has a knowledgeable and friendly demeanour which would calm the most ill at ease and has certainly put my mind to rest about my retirement process.
Stephen:
Thank you for the great review. I am pleased you have found our initial meetings useful. I look forward to working with you and providing you with the confidence to enjoy your next stage in life.Review
by a verified client in Cumberland
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor had retired and I feel more confident having a personal service rather than speaking with various individuals who are office based.
How has Stephen Harrison helped you?
Steve has given me peace of mind when dealing with my pension and investment. He explains in plain terms how my investments are working for me and provides paperwork to back this up.
Have you seen the outcome you were hoping for?
I am very happy with the outcome of my investment value changes.
What could they have done better?
I can’t thing of anything to suggest to improve the excellent service Steve provides.
Stephen:
Thank you for the lovely review. Look forward to our next meeting and continuing to support you in retirement.Review
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to see someone fact to face and not just deal online
How has Stephen Harrison helped you?
Accessed and talked through investment performance and reviewed future risk profile. Visited at home, which helped immensely, and provided paper documents that outlined everything presented and were left behind with us.
Have you seen the outcome you were hoping for?
Yes, absolutely. Personable, responsive and helpful.
What could they have done better?
Nothing else to add.
Stephen:
Thank you for the lovely review. Look forward to our next review meeting.Review
by a verified client in Lincolnshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre-planning for retirement in about a years time
How has Stephen Harrison helped you?
Provided comprehensive coverage of all options available & assured confidence with independent governance on decision making
Have you seen the outcome you were hoping for?
Yes very comfortable with decisions taken & outcomes implemented
What could they have done better?
Couldn't have provided a more customised nor personal service: completely satisfied
Stephen:
Thank you for the great review, really appreciate the comments. I look forward to working together to help you achive your objectives.