Philip Dragoumis

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

How has Philip Dragoumis helped you since your last review?

Phil’s advice is always balanced and sound, and he really listens to what we want to achieve as a family and tailors his advice accordingly, just a great trust based relationship

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

How has Philip Dragoumis helped you since your last review?

Philip continues to provide insightful and impartial advice regarding our finances. He’s a trusted advisor, and has made recommendations which are in our best interest.

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

I wanted to be certain of how my future finances looked - to know that I was making the right steps for future financial security, and to invest wisely.

How has Philip Dragoumis helped you?

He has taken my finances in hand, which were a little chaotic and certainly not expertly organised. More than anything he has offered a sensible and reassuring view of how I can plan for the future. Philip regularly checks in to monitor my circumstances, my ambitions, where my career is going, what my life goals are. I feel he has my back and is genuinely there to support me in aiming to have the life I want, as well as making sure the numbers are doing what they need to do.

Have you seen the outcome you were hoping for?

So far yes: I feel like I know where my money is and what it is doing, and have a clear sense of how things should pan out in years to come. His advice has changed me from worrying, in a very unfocused way, about money to knowing where I stand.

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

Looking ahead to retirement

How has Philip Dragoumis helped you?

Pension advice, savings advice

Have you seen the outcome you were hoping for?

Yes so far

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

Needed to streamline pensions and decide when retirement age would be a realistic option.

How has Philip Dragoumis helped you?

Philip gave good advice and suggested what adjustments could be made to ensure an earlier retirement age with reasonable income.

Have you seen the outcome you were hoping for?

Yes in general Philip fulfilled the brief