Stephen's reviews
Reviewed for
Insurance and Protection ( 37 )
Mortgages ( 94 )
Pensions ( 43 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 9 )
Auto Enrolment ( 2 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 6 )
£100k - £200k ( 14 )
£50k - 100k ( 12 )
Up to £50k ( 42 )
Repeat review
by a verified client in Cardiff
2 months ago
Overall
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Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Davies helped you since your last review?
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Repeat review
by a verified client in Rhondda Cynon Taff
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Davies helped you since your last review?
Stephen has a wealth of knowledge around all things financial. He is professional and reliable.
Repeat review
by a verified client in Powys
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Davies helped you since your last review?
Stephen has continued to give me sound advice over the last few years. He first helped me after the untimely death of my husband. I really appreciated his advice and support at this time. There was absolutely no pressure from him, just an explanation of what my options were and then time to consider what I wanted. When your world has suddenly turned upside down, and you don’t know who to trust, this is invaluable. I have seen a couple of major upheavals in my life since my previous review. It has been very reassuring to have Stephen’s support throughout this time. I would not hesitate to recommend him.
Repeat review
by a verified client in Caerphilly
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Davies helped you since your last review?
Stephen has continued to provide excellent advice and reliable service.
Repeat review
by a verified client in Swansea
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Stephen Davies helped you since your last review?
Stephen followed up with check my new morgage had all gone through and offered any further assistance required.