Spencer's reviews
Reviewed for
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 20 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 30 )
Financial Mentoring ( 6 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in West Yorkshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wealth management estate planning
How has Spencer Bennett helped you?
Advised us of options
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in East Riding
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am my mother's lasting power of attorney and Spencer was recommended to us to manage her financial investments.
How has Spencer Bennett helped you?
Spencer has provided a very personalised and thorough level of expert advice that is bespoke to our circumstances.
Have you seen the outcome you were hoping for?
I am very happy with how Spencer has been transparent in his communication and kept us up to date.
What could they have done better?
We are happy with everything.
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For private pension
How has Spencer Bennett helped you?
Make me understand and then let me deside
Have you seen the outcome you were hoping for?
Yes don't know
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Spencer has been the financial adviser for us for a long time and after the death of my husband, we continued to seek financial advice to help us since he knew my husband's business and financial position well.
How has Spencer Bennett helped you?
Spencer has provided valuable advice on investing many different savings belonging to my husband and myself into one portfolio. He always breaks things down so things are easier to understand. He has advised on my queries regarding tax assessment and my husband's SIPP and is always swift in his responses to any queries I have.
Have you seen the outcome you were hoping for?
Yes. I had lots of loose ends regarding savings, pensions, shares and investments and this has been made easier as he has supported us to place all this in one portfolio. He continues to provide support and explains things when needed.
What could they have done better?
I am in a better position regarding understanding my financial position than before so not sure if there is anything.
Review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
When setting up company pension and investment
How has Spencer Bennett helped you?
Seamlessly continued from many years excellent service when taking over from previous advisor
Have you seen the outcome you were hoping for?
In short, yes
What could they have done better?
Spencer presents best options for discussion and offers guidance for best results allowing me to make decisions on how to proceed