Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 122 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 62 )
Auto Enrolment ( 2 )
Investments and Savings ( 129 )
Pension Transfers - Non Specialist ( 27 )
Inheritance Planning ( 14 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 32 )
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 Leicestershire
23 days 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
2 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.Review
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had inherited a lump sum we wanted to invest for our retirement
How has Steven Hendry helped you?
He assessed our needs taking into account the risk we were prepared to take to plan for financial security in the future
Have you seen the outcome you were hoping for?
Yes we have
What could they have done better?
Nothing
Steven:
Dear Julia and Phil, Thank you for sharing your experience. I’m so pleased that I was able to assist you with planning for your retirement following your inheritance. It’s always important to tailor advice to individual circumstances, and I’m glad that together we could assess your needs and balance your future goals with your comfort around risk. Helping clients achieve financial security for the future is at the heart of what I do, and I’m delighted to hear that you found the process valuable. If there’s anything else I can help with as your plans evolve, please don’t hesitate to get in touch. Warm regards, Steven HendryReview
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To bring eight pensions into one, to provide a monthly pension.
How has Steven Hendry helped you?
He has given good advice over years and a good return on our pension pot.
Have you seen the outcome you were hoping for?
Yes we have.
What could they have done better?
Nothing.
Steven:
Dear Jim and Ann, Thank you for sharing your feedback. It has been a pleasure working with you to consolidate your pensions and establish a plan that provides you with regular income in retirement. I’m so pleased to hear that you’ve been happy with the advice and the returns on your pension pot over the years. Ensuring clarity and delivering long-term value is at the core of what I aim to achieve for all my clients. I’m delighted that the solutions we’ve put in place have been effective for your retirement goals. If there’s anything further I can assist with as we continue to review your plans, please don’t hesitate to reach out. Warm regards, Steven HendryReview
by a verified client in Staffordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a major payout from my former company and needed to consolidate my various pensions into something more manageable and stable
How has Steven Hendry helped you?
Guided me through the process and has ensured my income stream has been optimised in a highly tax efficient manner.
Have you seen the outcome you were hoping for?
Yes and more, certainly I could never have realised the benefits gained without his professional guidance.
What could they have done better?
Bought a better coffee machine….cant think of anything else!!!
Steven:
Dear Ian and Jane, Thank you for your wonderful feedback – and for the coffee machine suggestion! It’s been a pleasure helping you consolidate your pensions and optimise your income stream in a way that’s both stable and tax-efficient. I’m so pleased to hear that the outcomes have exceeded your expectations and that the guidance provided has added real value. Supporting clients in achieving financial security and making the most of their opportunities is always my goal, and it’s great to know that the process has been both manageable and beneficial for you. If there’s ever anything further I can assist you with, please don’t hesitate to get in touch. Warm regards, Steven Hendry