Reviewed for
Insurance and Protection ( 2 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 7 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 17 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Rutland
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Current pension plans were under performing
How has Tim Webb helped you?
Much better performance.
Have you seen the outcome you were hoping for?
Too early to say yet.
What could they have done better?
Nothing.
Review
by a verified client in Rutland
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to change pension provider
How has Tim Webb helped you?
Facilitated a change of provider
Have you seen the outcome you were hoping for?
Hope so!
Review
by a verified client in Rutland
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To move from the company I was with
How has Tim Webb helped you?
Fantastic guy to work with
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make sure I invested an inheritance to make sure I get the most out of it
How has Tim Webb helped you?
He made sure I was investing correctly for my circumstances
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing
Review
by a verified client in Surrey
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make sure my future is on a secure footing
How has Tim Webb helped you?
To plan for my future by using an inheritance well
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
Nothing