Rhidian's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 4 )
Pensions ( 19 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 6 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 5 )
Review
by a verified client in Bridgend
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone to take over my draw down pension portfolio and grow it to meet my retirement needs and then manage it during my retirement years
How has Rhidian Thomas helped you?
Through a series of meetings Rhidian aligned our retirement expectations with portfolio capabilities. This allowed me to set my retirement age.He then grew the portfolio . Prior to retirement he changed strategy so it was best suited to meeting our retirement drawdown circumstances.
Have you seen the outcome you were hoping for?
Yes our needs have been clearly understood and implemented.
What could they have done better?
In hind site I wish we had gone with our current drawdown platform sooner than the one that I came to Rhidian with. The diversification they offer has clearly been beneficial.
Review
by a verified client in Carmarthenshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement planning.
How has Rhidian Thomas helped you?
Clear and sound advise in planning pension
Have you seen the outcome you were hoping for?
More than happy with outcome
What could they have done better?
Nothing that i can think of. Happy.
Review
by a verified client in Bridgend
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband already had his Pension with Rhidian. I invested a lump sum. Its made money and allowed me to enjoy the rewards.
How has Rhidian Thomas helped you?
Made money on the stocks and shares
Have you seen the outcome you were hoping for?
Yes in the main. COVID has interfered with performance I think. Lost a lot but made most of it back it back 3 months
What could they have done better?
Have a crystal ball!! Rhydian has done his job well and combines my husband and my meetings and its well planned out in advance.
Review
by a verified client in Swansea
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife passed away very suddenly and I was going to retire.
How has Rhidian Thomas helped you?
Rhidian and Julian helped me with my finances in a very professional manner.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
No they dealt with my finances very well.
Review
by a verified client in Swansea
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife passed away very suddenly and I was going to retire. Rhidian My wife passed away very suddenly and I was going to retire.
How has Rhidian Thomas helped you?
Rhidian and Julian helped me very with my retirement plans. In a very professional manner.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I cannot fault the customer service they provided for me.