Glen's reviews
Reviewed for
Insurance and Protection ( 4 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 6 )
£100k - £200k ( 3 )
Up to £50k ( 6 )
£50k - 100k ( 8 )
Review
by a verified client in Suffolk
7 years ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help and advice for investing late husband's pension so that I received a good return on my money.
How has Glen Newell helped you?
I have felt confident that he has clearly understood my needs and has explained the various options clearly and in a straightforward manner.
Have you seen the outcome you were hoping for?
I have been very happy with his recommendations. I could not have achieved the same returns without his help.
What could they have done better?
I'm happy with the advice received.
Glen:
Thank you Win, it has been a pleasure to help you over the years.Review
by a verified client in Norfolk
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed professional advice in relation to my finances following a change in my circumstances.
How has Glen Newell helped you?
Glen is very personable and took time to understand what I was looking for and provided advice about my finances in a way I could understand.
Have you seen the outcome you were hoping for?
I have been very satisfied with the outcomes I have seen.
Review
by a verified client in Lincolnshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice about AVCs and pentions.
How has Glen Newell helped you?
Over the years he has guided us through investment decisions and alerted us to a range of products.
Have you seen the outcome you were hoping for?
Yes overall.
Review
by a verified client in Bedfordshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term security for finance.
How has Glen Newell helped you?
appropriate advice according to my needs.
Have you seen the outcome you were hoping for?
yes.
Review
by a verified client in Bedfordshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I am approaching retriement age, I needed to consult good financial adviser in planning my savings and pensions funds effectively.
How has Glen Newell helped you?
Indeed Glen helped me with cash flow chart which in turn helped me to plan my savings and increasing contributions to pension founds.
Have you seen the outcome you were hoping for?
Yes. Some of the funds have done well giving a good yield considering my risk profile.
What could they have done better?
He has done well to my satisfaction.