Steven's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 124 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 64 )
Auto Enrolment ( 2 )
Investments and Savings ( 131 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 15 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 34 )
Financial Mentoring ( 11 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 34 )
£100k - £200k ( 26 )
Up to £50k ( 12 )
£50k - 100k ( 11 )
Review
by a verified client in Staffordshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Steven Hendry helped you?
Steven has always been brilliant with his advice since we first met him. He advises us if we want to draw any of our money & the most advantageous way to to this.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Steven:
Dear Sue, Thank you for taking the time to leave such a kind review. It’s great to hear that you’ve been happy with my advice since your first meeting. Helping clients navigate their retirement with confidence is always a priority, and I’m really pleased to know that you’ve found my guidance beneficial—especially when it comes to making the most of your withdrawals. It’s also wonderful to hear that you’ve achieved the outcome you were hoping for. Ensuring financial peace of mind in retirement is what we strive for, and I’m delighted to have been part of that journey with you. If there’s ever anything you need, please don’t hesitate to reach out. We truly appreciate your trust and look forward to continuing to support you. Best regards, SteveReview
by a verified client in Staffordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to amalgamate our finances and put them to work for our retirement.
How has Steven Hendry helped you?
Steven has helped increase our savings, making them more tax efficient and helped us plan for our retirement.
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing
Steven:
Thank you for taking the time to leave such a positive review. It’s great to hear that you’ve not only achieved the outcome you were hoping for but even more. Planning for retirement is a significant step, and I’m pleased that I could help make your savings more tax-efficient and put them to work in the best way for you. Ensuring that your finances align with your long-term goals is always a priority, and I’m delighted that you feel confident in the plan we’ve put in place. If there’s ever anything more I can do to support you, please don’t hesitate to get in touch. I appreciate your trust and look forward to continuing to work with you in the future. Best regards, Steven HendryReview
by a verified client in Staffordshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband’s pensions.
How has Steven Hendry helped you?
Initially he helped and talked us through the process of bringing the pensions together. Since my husband’s passing he still continues to help me, he explains, suggests and whenever I contact him , he and the staff always get back to me .
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Steven:
Dear Sue, Thank you for taking the time to share your experience. I appreciate your kind words about the support you’ve received. It’s important to me that you feel confident and reassured about your financial future, and I’m glad to have been able to help both you and your husband through the pension process. Knowing that you continue to feel supported and well-informed means a great deal. My team and I are always here whenever you need guidance or have any questions. Please don’t hesitate to reach out at any time. Best wishes, Steven HendryReview
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future life planning
How has Steven Hendry helped you?
Steven has helped me navigate the world of investments, and carefully looked after my money for the past ten years. He is always available for advice when needed, which is always very good!
Have you seen the outcome you were hoping for?
Yes, my investments have performed well and above market expectations
Steven:
Thank you for taking the time to share your feedback. It’s wonderful to hear that you’ve found our advice and support valuable over the past ten years. Future life planning can be complex, and we’re pleased to have helped you navigate your investments with confidence. We’re especially glad that your investments have performed well and exceeded your expectations. Ensuring that your financial plans align with your long-term goals is always our priority. It’s also great to know that you’ve found our advice accessible whenever needed – ongoing support is a key part of what we do. If there’s ever anything more we can do to assist, please don’t hesitate to get in touch. We look forward to continuing to support you in the years ahead. Best regards, Steven HendryReview
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to consolidate our various pensions and investments.
How has Steven Hendry helped you?
Friendly, accurate and easily understood advice that has enabled us to meet our objectives.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of!
Steven:
Dear Phil, Thank you for your kind feedback. I’m so pleased to hear that you found our advice friendly, accurate, and easy to understand. Helping clients achieve their objectives is always our main focus, so it’s great to know that the support provided has been effective for you. Your trust in our guidance means a great deal, and I’m glad we could provide clarity and confidence as you worked towards your financial goals. Should you need any further assistance in the future, I’m always here to help.