Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 4 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 14 )
Auto Enrolment ( 1 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 30 )
Financial Mentoring ( 10 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
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
Repeat review
by a verified client in Surrey
14 days ago
Overall
Advice
Service
Value
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?
Yes, annual meeting plus the transfer of my pension fund.
Review
by a verified client in Berkshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating Pensions & Investments
How has Philip Dragoumis helped you?
Philip has helped me to consolidate my pensions and given comprehensive advice on planning for my retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Repeat review
by a verified client in London
20 days ago
Overall
Advice
Service
Value
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?
he has continued to monitor and invest our investment portfolio succesfully, and also kept us up to date with our retirement planning
Repeat review
by a verified client in Surrey
23 days ago
Overall
Advice
Service
Value
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?
He’s transferred additional pensions and ISAs and given further sound advice that has provided reassurance that we are on track to retire when ready.