William's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 11 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 3 )
Reviewers' assets
£200k - £500k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Buckinghamshire
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Just turned 55, needed some advise of multiple pensions I have.
How has William Palmer helped you?
Great, answered all my questions
Have you seen the outcome you were hoping for?
Just needed some advice and clarification
What could they have done better?
Nothing
First impression
by a VouchedFor user
4 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with William
William gave me some useful tips as to how to best put my money to work, bearing in mind both my short term and long term objectives. He quite correctly helped turn more of my attention to saving for retirement. William was also reassuring in his assessment of my current investing plan of action which was useful to hear.
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with William
William helped me with a number of pension queries and options available to me. I would certainly recommend his expertise.
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with William
Great experience, Will was easy to speak to and understood my financial position and gave good advice.
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with William
Great and clear advice and was able to clearly answer all questions.