Neal's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 7 )
Pensions ( 16 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Neal
Took longer than expected to get to speak to him. I wanted advice about inheritance tax but he said I needed to have a will drawn up by a solicitor first before he could advise me. He referred me to a solicitor contact he knew. So I guess I didnt receive the service I was expecting. Nevertheless he was professional and knowledgeable.
Neal:
Veronica - it was nice to speak with you and I am pleased that you found our chat useful. Thanks for your patience - we are taking longer than usual to reply to new enquiries due to the challenges of COVID and the demands of our existing client bank. I hope that the Will writing introduction that I made was useful.First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Neal
Clear outlien and looking forward to meeting to plan my options and investments.
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with Neal
We had a general chat but at present he didn’t feel he could help me but he was very informative.
Review
by a verified client in London
6 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had initially seen to previous Financial Advisors who had been unable to assist me with unlocking a particular pension that included a considerable tax-free percentage.
How has Neal Hall helped you?
Neal was able to ably navigate through the red tape and turgid hoops required by AEGON, enabling a swift conclusion and enabling me to secure an uncommon tax-free percentage. He kept me thoroughly informed throughout the process.
Have you seen the outcome you were hoping for?
Indeed, with Neal's assistance I successfully managed to release my funds with the best possible outcome from a taxation point of view, something I was beginning to feel might not be possible.
What could they have done better?
Nothing. I can heartily recommend Neal. I found him highly professional, polite but friendly and very knowledgeable about aspects of pension law that can be not only unclear but very frustrating to the client.
First impression
by a VouchedFor user
6 years ago
Overall
Please provide a brief comment about your experience with Neal
Neal went through my financial affairs very carefully. He advised me that everything I was currently doing was correct. He gave some useful advice on a couple of matters. He put me in touch with a business associate who might be able to do some specialized work for me. He pointed out some more complex ideas for me to consider, but I need not want to proceed with these. All this for an initial consultation which was FOC. Brilliant! Alan
Neal:
Alan - it was a pleasure to meet you and I am pleased that you found our meeting useful. I hope that you have a similar expereince with the lawyers that I have referred you to. Very best wishes Neal