Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 31 )
Auto Enrolment ( 2 )
Investments and Savings ( 49 )
Pension Transfers - Non Specialist ( 25 )
Inheritance Planning ( 7 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 37 )
Financial Mentoring ( 10 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 10 )
£100k - £200k ( 10 )
Up to £50k ( 13 )
( 1 )
£50k - 100k ( 7 )
Review
by a verified client in South Yorkshire
17 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had various pensions scattered and some inheritance that I wanted to make work for me.
How has Henry Philpott helped you?
I can now see all my pensions and investments in one place, I know they’re all working the best they can for me and to suit my current situation.
Have you seen the outcome you were hoping for?
Yes I’m starting to see results although it’s a long term game. I have recommended them to friends who now also use them successfully and happily.
What could they have done better?
Nothing, I am extremely satisfied that my money is working the hardest it can for me.
Review
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent redundancy and the need to fully review all my pensions and investments
How has Henry Philpott helped you?
Consolidate a couple of pensions and gave me an excellent overview of both my current and future financial position via financial modelling
Have you seen the outcome you were hoping for?
Yes I’m very happy with the time taken and review process
What could they have done better?
No issues and never felt rushed
Henry:
Thank you so much for taking to the time to leave me a review, your feedback is much appreciated. It's great to hear we have been able to provide you with the outcome you were hoping for at this stage. I am looking forward to supporting you through the next phase of your retirement planning. Many thanks HenryReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To establish and consolidate pensions.
How has Henry Philpott helped you?
With effective help and advice.
Have you seen the outcome you were hoping for?
Without exception
What could they have done better?
Nothing
Henry:
Thank you so much for taking to the time to leave me a review, your feedback is much appreciated. It's great to hear we have been able to help you get the outcome you desired. Many thanks HenryReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pensions and investments long term
How has Henry Philpott helped you?
All the above Reviews as required All explained thoroughly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything that could have been done better
Henry:
Thank you so much for taking to the time to leave me a review, your feedback is much appreciated. Many thanks HenryReview
by a verified client in West Yorkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to take my pension
How has Henry Philpott helped you?
He sorted it all out for me and gave the advice where to invest
Have you seen the outcome you were hoping for?
Yes and it has given me peace of mind
What could they have done better?
Nothing really
Henry:
Thank you so much for taking to the time to leave me a review, your feedback is hugely appreciated. It's great to hear we have been able to provide you with peace of mind. I am looking forward to supporting you through the next phase of your retirement planning. Many thanks Henry