Stephen's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 5 )
Pensions ( 65 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 50 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 25 )
Long Term Care ( 11 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 23 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 14 )
£100k - £200k ( 9 )
£50k - 100k ( 4 )
Up to £50k ( 5 )
Review
by a verified client in Bristol
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have always used an advisor since my 20s.
How has Stephen Wales (Ripley Wales) helped you?
Yes.
Have you seen the outcome you were hoping for?
Yes - pension and savings portfolio showing overall growth despite ups and downs
What could they have done better?
I could have bought Bitcoin when it was 10 cents.....no, seriously, annual reviews and interim consultations keep everything on line for target results.
Review
by a verified client in Suffolk
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous Financial Adviser retired and recommended Stephen Wales to me. It was obvious from the beginning that Stephen is an excellent person to have looking after your financial affairs. He is very thorough and knowledgable. He explains things in a way that, for someone like myself who is not necessarily up to date with finances, makes clear sense.
How has Stephen Wales (Ripley Wales) helped you?
He has been looking into the terms of a Bond that was set up sometime ago. It was quite complicated and he has taken the trouble to look into the details and advise me that when it comes to an end, what we can do next.
Have you seen the outcome you were hoping for?
This will be in a year or two.
What could they have done better?
He couldnt have done better. He has been very thorough.
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General pension advice
How has Stephen Wales (Ripley Wales) helped you?
Stephen provided a clear, detailed and reassuring explanation of the pension and retirement options available for the both of us . Providing the information in a written and graphic form was very helpful, Stephen also encouraged us to think about our future lifestyle requirements and aspirations which help consolidate our thinking.
Have you seen the outcome you were hoping for?
Yes, definitely reassured with the information provided.
What could they have done better?
Nothing, excellent service
Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To transfer out of a defined benefit pension.
How has Stephen Wales (Ripley Wales) helped you?
Clear advice around the level of risk that was appropriate for me when choosing an investment strategy.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
All advice and service has met my needs.
Review
by a verified client in Essex
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following retirement it was necessary to have professional advice
How has Stephen Wales (Ripley Wales) helped you?
With firm guidance to various option that suited my circumstances
Have you seen the outcome you were hoping for?
The best that could have been expected with the past volatile of the financial sector