Phillip's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 12 )
Pensions ( 18 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 5 )
Auto Enrolment ( 1 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 7 )
£100k - £200k ( 2 )
Up to £50k ( 6 )
£50k - 100k ( 4 )
Review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchase of new home
How has Phillip Kerley helped you?
He has helped secure suitable life insurance policies for myself and my partner and explained the different options and circumstances. This was very helpful as my partner is a stroke survivor and we did not think we would be able to afford cover for him. Since then I have gone back to ask further questions to understand the terms of my policies, which Phil has been able to explain in a way that I can understand.
Have you seen the outcome you were hoping for?
Yes
Phillip:
Charley, thank you for your review. If you need anything else then please dont hesitate to call me. Regards, PhilReview
by a verified client in Wiltshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have known Phil for many years and trust him implicitly.
How has Phillip Kerley helped you?
Phil has helped me with my pension life assurance and general investment advice.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Not a lot - Phil is very persistent with companies that are somewhat slow and negligent.
Phillip:
John, thank you for your review. As you know, i really enjoy the challenges that we have both faced with third parties. It is very reassuring to have your full trust in these matters, especially when i come up with a plan and or solution and your response is "Just get on with it!!' Thats how i like our relationship. Catch up soon and thank you for the review. Kind regards, PhilReview
by a verified client in Wiltshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have many many pension schemes and was looking for advise to consolidate them from 14 schemes.
How has Phillip Kerley helped you?
Phil, talked me through the options available ensuring I clearly understood what could be achieved. All of the different schemes were reviewed and recommendations made on which to migrate to a central platform and which to stay as they are. All advise explained to ensure I fully understood the costs and options for investments for the scheme recommended.
Have you seen the outcome you were hoping for?
We are still awaiting a number of funds to transfer but can already clearly see all my pensions in the one platform.
What could they have done better?
No not at all.
Phillip:
Lesley, Thank you for your very kind review. Whilst we are still in the process of completing the work, you have been very patient and can see from the amount of paperwork you have received from the product providers, in addition to the initial paperwork received by us, that its not straightforward. We try and turn around paperwork on the same day, however product providers work to a different timescale and many take 10 working days or more to even look at the paperwork sent to them. Regardless of that, you have been brilliant to work with and i am looking forward to our ongoing working relationship. (May be the occasional social drink as well!) Speak soon. Best wishes, PhilFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Phillip
I have an appointment with him on Friday
Review
by a verified client in Berkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Referred by a past cluent
How has Phillip Kerley helped you?
Advice re where best to invest part of pension pot
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Phillip:
Denice, Thank you for an amazing review. You were a pleasure to work with and i am so pleased that we got the outcome you were hoping for. I look forward to looking after you as a client for the foreseable future. Kind regards, Phil