Steven Rowe

What were the circumstances that caused you to initially look for an adviser?

The potential loss of my job caused me to quickly review the implications and options available to me .

How has Steven Rowe helped you?

Steve was recommended by a friend and was very helpful in guiding me through options in a supportive way.

Have you seen the outcome you were hoping for?

To date things have gone to plan with the exception of Trump taxes impacting the global financial situation - now it is time to wit it out.

What could they have done better?

Spoken to Steve years ago!

What were the circumstances that caused you to initially look for an adviser?

We were looking to consolidate our pensions and plan our retirement. Steven was highly recommended by friends of ours who had benefitted from the financial advice that he had provided them.

How has Steven Rowe helped you?

By helping us to realise our retirement aspirations. He is also a thoroughly nice chap

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

I can’t think of anything

What were the circumstances that caused you to initially look for an adviser?

Good reliable advice given in a friendly personal manner admits freienly office environment.

How has Steven Rowe helped you?

Advised me from the onset with my pension investment following retirement and recently assisted me in funding my wife’s home care after being diagnosed with Alzheimer’s disease. This was of great assistance as I myself was hospitalised with a severer illness.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No issues

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement and I needed to be clear on my personal financial position and whether I would be financially comfortable in my retirement.

How has Steven Rowe helped you?

Steve provided clarity on my finances - made clear recommendations and made me very comfortable with my plans for retirement and my future. He also provided really insightful and thought provoking questions regarding what I wanted to do in retirement - this has been very useful to me. He has made me see new opportunities in my life style not just in my finances.

Have you seen the outcome you were hoping for?

Absolutely. I am now approaching retirement and can’t wait for it! And I am really looking forward to the next phase of my life.

What could they have done better?

Nothing - Steve and Lucent provided everything to time and quality. I have 100% trust in what they propose - and there is never any sales ‘pressure’.

What were the circumstances that caused you to initially look for an adviser?

I consulted Steve following a bereavement and subsequent inheritance. He has helped with Inheritance Planning, Pension management, investments, Retirement planning and so much more.

How has Steven Rowe helped you?

Advised as to options and choices. Explained consequences of activities and looked at short, medium and long term planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More sweets?