Ian's reviews
Reviewed for
Insurance and Protection ( 7 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 13 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 29 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and investment
How has Ian Howe helped you?
Created an overall financial plan, structured investments and out in place other wealth management and protection initiatives, we have a long term plan for our future family finances that protects and provide for us over our lifetime.
Have you seen the outcome you were hoping for?
Yes, despite recent economic turbulence, Ian has given sound advice and we are happy with the outcome.
What could they have done better?
Nothing
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to consolidate pensions and have someone independent give us an overview of our pensions and help consolidate those pensions
How has Ian Howe helped you?
Ian has helped us to consolidate various pension plans and allow us to visualise financial planning for short, medium and long term. With the tools that Ian has, we have been able to see where we need to make changes but also allow us to look at longer term investment strategies and plans for the family as a whole. Being able to visualise the financial planning has been incredibly helpful and has also meant that we have been able to engage the children into the importance of financial planning too.
Have you seen the outcome you were hoping for?
it is ongoing but to date all has been great
What could they have done better?
Nothing
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest and needed advice as how best to do so.
How has Ian Howe helped you?
He has looked at what I want to get out of life and put finanical plans in place to achieve that.
Have you seen the outcome you were hoping for?
Absolutely. His advice has been personable and professional.
What could they have done better?
Nothing
Review
by a verified client in West Sussex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not happy with current advisor
How has Ian Howe helped you?
Got out finances into good order
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very little
Review
by a verified client in Wiltshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Uncertain how to invest a reasonable sum of money and at the same time receive a monthly income.
How has Ian Howe helped you?
Helpful and sympathetic advice on a number of visits.
Have you seen the outcome you were hoping for?
Too soon to comment
What could they have done better?
Currently nothing