Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 58 )
Retirement income (annuities, drawdown) ( 35 )
Auto Enrolment ( 1 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 27 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 25 )
Financial Mentoring ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Repeat review
by a verified client in Cumbria
15 days 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
18 days 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
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 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.
Repeat review
by a verified client in Conwy
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 has rationalised our investments and invested my pension to create a regular income. Our investments are doing well
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?
Justin is a pleasure to deal with. He’s very customer focused and makes my son and I feel our interests are at the top of his agenda. Many thanks for your continued support and hard work.