Callum's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 12 )
Pensions ( 27 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 16 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 4 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 2 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 2 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 10 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Devon
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are both in our 60s and planning for the future. We needed to consolidate pensions and invest an inheritance
How has Callum Pye helped you?
Callum has helped us consolidate our pensions and guide us through investing the inheritance
Have you seen the outcome you were hoping for?
Yes, the main outcome for us was to have everything accounted for and in the right place
What could they have done better?
We were both very happy with the service we received from Callum
Review
by a verified client in Devon
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We mainly needed help with our pensions
How has Callum Pye helped you?
He has sorted out our pensions and transferred them into one fund each which is better for us and easy to keep track of. Callum also set up ISAs for us for a large part of our savings.
Have you seen the outcome you were hoping for?
Not as yet as the above was only done a few months ago, although there has been a small increase in the value of our ISAs.
What could they have done better?
Nothing I can think of. They have all been very helpful and approachable.
Review
by a verified client in Devon
a year ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Via our accountant as one needed to be set up as now working for fathers company
How has Callum Pye helped you?
Gave me lots of information regarding the type of pension and risks so that i could make the best possible decision
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for Equity Release
How has Callum Pye helped you?
Talked us through the hole process and gave valuable addice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate some old pensions in to a new more rewarding fund , allowing for more growth in the current market
How has Callum Pye helped you?
Callum took time to explain in great detail what would be the best solution moving forward. He researched several options and advised on the best , most secure and promising investment.
Have you seen the outcome you were hoping for?
Yes , most definitely, following Callum’s advise and recommendations, I have now transferred my pensions to a more sustainable and profitable fund .
What could they have done better?
Absolutely nothing ! He was and is very professional, highly knowledgeable and easy to talk with . If I had any questions he answered in a manor I could understand. Very happy with the service Callum provided.