Wesley's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 2 )
Pensions ( 15 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 9 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 5 )
£100k - £200k ( 1 )
Review
by a verified client in Oxfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having pensions savings which were important to me but needing specialist advice from an experienced investment advisor
How has Wesley Fox helped you?
Pragmatic and appropriate advice on my investment objectives, I am happy I’m sensibly invested with the funds available for pension investment
Have you seen the outcome you were hoping for?
I’ve seen growth as I had hoped, in what have been unpredictable volatile times
What could they have done better?
Nothing I’m aware of
Review
by a verified client in Hertfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Of an age now when needing to start to make plans to retire
How has Wesley Fox helped you?
Looked into my current pension pot and advised accordingly on how to get to the final outcome i desire. Managed the portfolio in the current Russia, covid crisis
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to set up a private pension
How has Wesley Fox helped you?
Good advice and a certain amount of patience.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I did not have an advisor, wasn't sure who to place trust in and in the 10-15 years till retirement recognised that I didn't have enough time and knowledge to self manage.
How has Wesley Fox helped you?
Takes time to listen and meet you where you are at both financially and 'emotionally' in regards financing planning. Builds trust through consistency and professionalism. Talks in a measured and realistic way about the future and about investment.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
For me nothing - well pitched versus what I was looking for.
Review
by a verified client in Cheshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt that I lacked the knowledge and confidence to manage a financial portfolio.
How has Wesley Fox helped you?
Wesley understands my objectives and my attitude to risk.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing identified.