Brian Flindall

Please provide a brief comment about your experience with Brian

Talks in plain English and is very easy to get on with. Knows his stuff and how to explain it in simple terms.

Please provide a brief comment about your experience with Brian

Brian, is a consummate professional, open and approachable. His subject knowledge is good and he was able to guide me in making my choices regarding my pension arrangements.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Keeping me informed of all relevant changes.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Comities to provide a First Class service and keep me informed of changes within this specialised environment. Regular E mail updates keep me aware of changes after the recent government budget.

Please provide a brief comment about your experience with Brian

Extremely helpful went above and beyond sorting out husbands company pensions

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian continues to monitor the ever changing market and offers advice on adjusting our investment platform if necessary to achieve the best results at our preferred risk level

What were the circumstances that caused you to initially look for an adviser?

Different options with mortgages and pensions

How has Brian Flindall helped you?

Tranfer my pension and mortgage

Have you seen the outcome you were hoping for?

Yes very pleased and good

What could they have done better?

Nil

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Transfer half my pension to a better rate

What were the circumstances that caused you to initially look for an adviser?

I had many different pensions which I wanted to amalgamate

How has Brian Flindall helped you?

Given me advice on how to proceed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Brian

Contacted me very quickly and talked me through a few concerns. Looking forward to meeting him properly.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Pensions advice & general financial review.

Please provide a brief comment about your experience with Brian

A very friendly, knowledgeable and competant guy.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Advice and Help

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Great communication from him and as always sound advice after listening to my concerns, making me feel at ease.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian continues to advise me on my pension and keeps me informed of any financial updates with his regular online magazine. Since my last review Brian has advised me on my inheritance and transferred my pension into drawdown which has enabled me to retire early.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Full financial assessment and advice over the next 12 months

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian continues to maintain our savings and investment accounts. He is always available and willing to answer questions on any financial matters we have.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Looked after my stocks/shares

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

I am able to contact Brian wgen needed he always gets back to Me promptly. His advice is always good he never tells me what to do he just gives me informed choices.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Kept us both up to date with current products and investment advice.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian has always been a great adviser and he is always there if I need to speak with him

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian maintains an annual review which is very helpful as the markets are volatile in these changing political times. During this to err on the side of caution he assisted me with a decision essential in recouping certain funds in a couple of years' time. This process is underway at the time a review was requested. As ever I am confident in Brian's abilities and understanding of my current and future needs and he always tailors his advice accordingly.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Always there if we need him . Advice is explained in lay persons terms so we understand. He advised a new way forward in our investments and we feel confidant and assured with Brians support

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian has kept me updated with all my investments and I’m very pleased with the results

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Brian Flindall helped you?

Helped with all areas of retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was looking to transfer my pensions from previous employment.

How has Brian Flindall helped you?

He is very knowledgeable and has given me invaluable advice on my pension investment and also regarding my mortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian helped me to sort out my 25% tax free withdrawal plus advise me on some other matters .

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

He has kept me updated with current markets trends guiding me in what I believe to be the best direction for me at present.

What were the circumstances that caused you to initially look for an adviser?

help with a mis-sold pension

How has Brian Flindall helped you?

helped me get my money back and re-invest my money

Have you seen the outcome you were hoping for?

Yes, helped me a lot and supported me throughout

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Help with a mid-sold pension

How has Brian Flindall helped you?

Helped by getting my money back from a pension company that held my money in an oversea’s investment that wasn’t a valid investment

Have you seen the outcome you were hoping for?

Yes definitely, invested my money in a good pension scheme that I can see the benefit of

What could they have done better?

N/A

Please provide a brief comment about your experience with Brian

Brian provided excellent advice on my pension options. He explained everything clearly and professionally. Would highly recommend him

What were the circumstances that caused you to initially look for an adviser?

My pension provider Royal London were unable to move my pension to their own drawdown scheme unless I took the professional advice from an approved and regulated Financial Adviser. I searched for a local FA and had a telephone conversation with Brian Flindall. I was impressed with the way our telephone conversation had gone and decided that Brian was the right person to trust with my pension advice.

How has Brian Flindall helped you?

Brian Flindall gave me the expert advice I needed and managed to close out the deal for me going forward with a sustainable solution to meet my needs.

Have you seen the outcome you were hoping for?

Yes absolutely 100%

What could they have done better?

No comment I was completely satisfied

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

He is always readily available for help and advice. I have been and continue to be very happy with the service and impartial advice he offers.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Brian continues to provide excellent advice regarding my pension investments. Out meetings are always informative and constructive. He takes time to understand my plans and future goals, and his advice and kmowledge has proven to be invaluable over the last few years.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Advising us on pension and savings.

What were the circumstances that caused you to initially look for an adviser?

Looking to consolidate pensions and best proposition.

How has Brian Flindall helped you?

Quality advice on best steps for pension and mortgages.

Have you seen the outcome you were hoping for?

Yes, consolidated pensions into clear, easy and high performing plan.

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice with moving a pension scheme from where it was to somewhere that gave me the ability to access it with a draw down facility. After going through various options with Brian, I decided to choose an equity release scheme and leave my pension scheme where it was. Brian helped me get the best scheme available - I knew very little about all this to be honest but Brian guided me through it all & explained it every step of the way.

How has Brian Flindall helped you?

As I mentioned earlier, I know very little about pension schemes & equity release schemes so Brian helped me with everything really.

Have you seen the outcome you were hoping for?

I think I have got the best outcome - my pension scheme is better staying where it is & I have the money from my equity release scheme to enjoy my early retirement now.

What could they have done better?

I don't think I could fault them really.

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

improved my situation

What were the circumstances that caused you to initially look for an adviser?

Looking to improve my pension portfolio

How has Brian Flindall helped you?

Given good advice

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Nothing really

What were the circumstances that caused you to initially look for an adviser?

Needed to remortgage

How has Brian Flindall helped you?

He was brilliant, helped in every way possible

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, everything ran smoothly

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Brian Flindall helped you?

Most certainly

Have you seen the outcome you were hoping for?

Yes satisfied with current situation

What could they have done better?

Nothing as very thorough

What were the circumstances that caused you to initially look for an adviser?

Financial planning

How has Brian Flindall helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Consolidation of pensions

How has Brian Flindall helped you?

Very helpful Very professional

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Needed professional help and advice on my pension

How has Brian Flindall helped you?

Gave advice and sorted my pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Explained a bit more in lay man terms

What were the circumstances that caused you to initially look for an adviser?

Going through a divorce

How has Brian Flindall helped you?

Excellent advice and explanations

Have you seen the outcome you were hoping for?

Yes and no, because of the pandemic and wars, the returns weren’t as high as expected, but improving now

What could they have done better?

No pandemic or wars

What were the circumstances that caused you to initially look for an adviser?

Wanted to consolidate all pensions I had and to make them work for me

How has Brian Flindall helped you?

Professional advice and knowledge of the marketplace

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Am happy with service so far.

What were the circumstances that caused you to initially look for an adviser?

Retirement pension and investments advice

How has Brian Flindall helped you?

Face to face meetings with good sound knowledgeable advice

Have you seen the outcome you were hoping for?

Early days but good so far

What were the circumstances that caused you to initially look for an adviser?

I had a number of different pension plans from previous employments, and I was keen to consolidate them in to one plan.

How has Brian Flindall helped you?

By giving me the advise to make the changes I wanted and providing on going assistance with the plan.

Have you seen the outcome you were hoping for?

Yes, the plans were consolidated in a reasonable timeframe and cost, and the new pension plan has performed well.

What could they have done better?

Nothing I can think of.

Please provide a brief comment about your experience with Brian

I was unsure if i was on the correct pension and needed some advice on the techinicalities. Brian provided honest and easy to understand information which helped me make a decision. He is polite, helpful and friendly to deal with which put me at ease.

What were the circumstances that caused you to initially look for an adviser?

I had three individual pension plans that I wanted to amalgamate into one. A friend recommended Brian to me and l have benefited from his help and advice ever since.

How has Brian Flindall helped you?

With Brian's help and advice, I was confident enough to make decisions and move funds as the markets changed.

Have you seen the outcome you were hoping for?

I think I have seen the best outcome that I could have hoped for considering the turmoil that the financial markets have gone through these last few years.

What could they have done better?

Perhaps we would have made different decisions if Brian had invested in a time machine.

What were the circumstances that caused you to initially look for an adviser?

I have retired and needed to sort me pension

How has Brian Flindall helped you?

He is friendly ease to talk to we went through everything he sort my drawdown what was best for me

Have you seen the outcome you were hoping for?

At the moment I am happy with everything

What could they have done better?

I am happy with my plan at the moment

What were the circumstances that caused you to initially look for an adviser?

we needed to sort a pension out, and Brian was recommended by a mutual friend.

How has Brian Flindall helped you?

Brian has always been there for us, any questions or problems are sorted out asap

Have you seen the outcome you were hoping for?

As far as i know yes.

What could they have done better?

as far as i know, nothing.

What were the circumstances that caused you to initially look for an adviser?

To look after my finances

How has Brian Flindall helped you?

Excellent with ivestments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Required help with a Pension.

How has Brian Flindall helped you?

Good advice and fund management.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Brian was strongly recommended to me by a friend, to amalgamate all my pensions together into one place.

How has Brian Flindall helped you?

Brian has advised and helped my pension keep improving over the years.

Have you seen the outcome you were hoping for?

Yes thanks to Brian my pension is doing really well.

What could they have done better?

Nothing really, I am very happy with his advice and service.

What were the circumstances that caused you to initially look for an adviser?

Sort out existing pension

How has Brian Flindall helped you?

Given sound investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

What were the circumstances that caused you to initially look for an adviser?

I knew Brian as a friend before asking him to advise me, as once I knew I could rely on him in many other ways, as a friend and close family I knew I would see great results with my finances, excellent and dependable with advice.

How has Brian Flindall helped you?

Brian advised me and helped me to decide on letting him amalgamate my pensions into his care which I knew was second to none. He also helped me with life insurance improving on my cover for the same premium. This led to me providing healthcare insurance for my company with the same provider.

Have you seen the outcome you were hoping for?

More than I was hoping for

What could they have done better?

Nothing in my eyes

What were the circumstances that caused you to initially look for an adviser?

I had several pensions both private and company which Britain brought together for me into one pot. He then advised me what the best was for me.

How has Brian Flindall helped you?

As previously mentioned he brought all my various pensions together and found me an investment company that would give me a good interest rate.

Have you seen the outcome you were hoping for?

Yes I have seen the outcome and under the current financial situation it is fairly good.

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Didn’t know what to do about a pension

How has Brian Flindall helped you?

Moved my pension to a better deal

Have you seen the outcome you were hoping for?

Yes, far better placed

What could they have done better?

Nothing it was perfect

What were the circumstances that caused you to initially look for an adviser?

Advice for my husbands pension pot

How has Brian Flindall helped you?

Brian as managed this pot since 2012 and as been a great support over this time. My husband died in 2020 and Brian as been amazing support and advisor. I feel safe in his hands

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I can see

What were the circumstances that caused you to initially look for an adviser?

Money out warning about. Tax

How has Brian Flindall helped you?

Advised me about doing it

Have you seen the outcome you were hoping for?

No too much tax paid

What could they have done better?

Listened

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Brian Flindall helped you?

Good advice

Have you seen the outcome you were hoping for?

Pretty much

What could they have done better?

Given me the correct six lottery numbers

Please provide a brief comment about your experience with Brian

Great chap explaining everything in layman’s terms

Please provide a brief comment about your experience with Brian

Mr Findall’s professionalism exceeded my expectations. He has a cool and reassuring demeanour. His advices are free of bias, and all other options are put on the table. I would highly recommend him for anyone seeking good financial advice of any kind.

What were the circumstances that caused you to initially look for an adviser?

My pension provider recommended that I did so

How has Brian Flindall helped you?

Consolidating pensions into a single fund whilst gaining me my tax free lump sum.

Have you seen the outcome you were hoping for?

Brian did the job as I required

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

To transfer my pensions

How has Brian Flindall helped you?

Kept in touch changed some when they've not doing so well

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I wasn't happy with that my pension plan offered me the best options for the future.

How has Brian Flindall helped you?

He found the right company to transfer my pension to.

Have you seen the outcome you were hoping for?

Yes, all of the pension was secured.

What could they have done better?

I wouldn't say that there was anything that could have been done better.

What were the circumstances that caused you to initially look for an adviser?

Due to I’ll health I was in need of professional advice regarding a number of pensions amassed during my career which was cut short due to a stroke.

How has Brian Flindall helped you?

Thoroughly professional in collating a number of pensions initially and planning for the future. Keeping me updated with all situations relating to the future.

Have you seen the outcome you were hoping for?

Yes, definitely. Although some of the pension companies do not appear to be as efficient as they promise or advise.

What could they have done better?

Brian and his colleagues did everything within their control in an efficient and informative way.

What were the circumstances that caused you to initially look for an adviser?

To move all my pensions into one pot

How has Brian Flindall helped you?

He sorted things out and got me the best deal

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

To understand my retirement pension pot and use some of my pension

How has Brian Flindall helped you?

Yes, Brian gave good solid advice and explained how the pension investment works.

Have you seen the outcome you were hoping for?

Yes, as explained by Brian

What could they have done better?

Happy with the service

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Kept me informed of my pension performance

What were the circumstances that caused you to initially look for an adviser?

The need for a pension

How has Brian Flindall helped you?

In numerous ways, over many years.

Have you seen the outcome you were hoping for?

Yes.

Please provide a brief comment about your experience with Brian

I don’t use the word exceptional often but Brian’s support, advice and approach was exceptional. Thanks Brian

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Has transferable one pension pot into another pension

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Well I havnt had to call on Brian since my last review in January but I always know if I need his advise he will be there for me

This review is a follow-up review from a client who left a review previously.

How has Brian Flindall helped you since your last review?

Home visit to explain how current markets are changing

What were the circumstances that caused you to initially look for an adviser?

Moving a Pension

How has Brian Flindall helped you?

Great advice and recommendation of a Company to fulfill my requirements.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Nothing as far as I am concerned

What were the circumstances that caused you to initially look for an adviser?

Pension drawdown

How has Brian Flindall helped you?

friendly and efficient service.

Have you seen the outcome you were hoping for?

yes finances seem to be moving in the right direction despite the current market state.

What could they have done better?

Nothing at present

What were the circumstances that caused you to initially look for an adviser?

Wishing you organize and start drawing from my private pensions

How has Brian Flindall helped you?

Clear layman explanation, listened to my questions even stupid ones and gave simple clear advice

Have you seen the outcome you were hoping for?

Yes , everything happened when Brian said it eould

What could they have done better?

Met all my needs

What were the circumstances that caused you to initially look for an adviser?

My husband died and I was clueless about my financial future. My pensions, savings etc needed to be where they would benefit me for the years ahead.

How has Brian Flindall helped you?

Revitalised my funds.gave clear straight interpretation of what was available and how it would affect my decision. Took time to ensure I knew what it all meant.y

Have you seen the outcome you were hoping for?

Yes, most definitely.

What could they have done better?

They did all I required and keep in touch and review. My situation regularly