Reviewed for
Insurance and Protection ( 6 )
Pensions ( 42 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 15 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 18 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 10 )
£100k - £200k ( 5 )
Up to £50k ( 1 )
Repeat review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Victoria Toan helped you since your last review?
We rely on Victoria for all financial advice. She knows us very well and understands our requirements.
Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Victoria Toan helped you since your last review?
Provided pension advice
Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Victoria Toan helped you since your last review?
Yes. Reviewing my retirement drawdown options and my investments.
Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial advice I trusted together with an overall financial investment package including a pension from overall
How has Victoria Toan helped you?
Victoria has provided input to meet our every need in a very timeous and professional way from savings investment to pension investment and planning to helping effect adjustments to drawdown needs ongoing
Have you seen the outcome you were hoping for?
given the very poor state of the markets yes
What could they have done better?
nothing
Repeat review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Victoria Toan helped you since your last review?
Victoria has kept me up to date and was very helpful in deciding what to do with my last pension since I left employment.