Steven's reviews
Reviewed for
Insurance and Protection ( 32 )
Mortgages ( 111 )
Pensions ( 24 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 6 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 8 )
£100k - £200k ( 14 )
£50k - 100k ( 9 )
( 2 )
Up to £50k ( 26 )
Review
by a verified client in London
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a new home
How has Steven Burgess helped you?
Always available to provide quick and meaningful advice and to find the best product available.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had started a new company and wanted to create a new pension for me and my wife as the two directors. I also wanted to look at investing opportunities to maximise usage of company funds.
How has Steven Burgess helped you?
Steve has helped develop a personal plan that forecasts our needs beyond retirement and help to put plans and products in place to manage those needs.
Have you seen the outcome you were hoping for?
Yes and I hope to continue to work with Steve in the future to develop our plans and investment portfolio further.
Review
by a verified client in East Sussex
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser retired and recommended Steven.
How has Steven Burgess helped you?
Advised on drawdown from pension pot, private pension advice (which may be revised post budget) and overall financial position.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
At this stage, nothing. But then you don't know what you don't know!
Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the sudden death of my husband as well as wanting to find a new, refreshing and knowledgeable expert in all financial affairs.
How has Steven Burgess helped you?
Steve guided and helped me with all financials associated to my late husband, our property and all my financial affairs. He has also helped my Son, and I have recommended him to several friends also looking for an FPA.
Have you seen the outcome you were hoping for?
Absolutely. Incredible work and I feel very financially secure now and for my future.
What could they have done better?
Nothing...Steve is exceptional
Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed a new mortgage, so asked Steve to source a new mortgage deal for us.
How has Steven Burgess helped you?
He sourced mortgage deals for us, saved us thousands through a redemption fee waiver, and advised us on course of action.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
Apart from paying my mortgage, nothing!