Justin's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 58 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 1 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 29 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 26 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
( 3 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Cumberland
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Justin Rourke helped you since your last review?
Justin continues to give the same help as before, but also enables me to be comfortable in spending a bit extra here and there to have rather more fun.
Repeat review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Justin Rourke helped you since your last review?
He has continued to explain my financial matters clearly and offer good advice
Repeat review
by a verified client in Cumbria
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Justin Rourke helped you since your last review?
Continuing annual review plus helpful ad hoc advice in these sessions to matters aligned to core pension arrangements
Repeat review
by a verified client in Cumbria
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Justin Rourke helped you since your last review?
Always responds to communications quickly.
Repeat review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Justin Rourke helped you since your last review?
Justin provided an update on my plan and advice on future drawdown and forward planning, in a friendly, approachable manner and in a way which was easy to understand.