Craig's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 17 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
Review
by a verified client in North Yorkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and financial advice
How has Craig Howard helped you?
Financial advice and transferring pension funds.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, excellent service from day one. Nothing too much trouble.
Craig:
Thank you for your review and comments John.Review
by a verified client in Yorkshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent retirement, property sale with intention of future property purchase and advice on reducing tax liability on savings.
How has Craig Howard helped you?
Craig offered a number of solutions to my support my financial position and tailored a portfolio that suited my personal cautious approach to investment in stocks & shares whilst limiting by exposure to tax liability.
Have you seen the outcome you were hoping for?
Craig helped me reach the goals I was anticipating.
What could they have done better?
Not without exposing my investment to higher risk, which I was adverse to.
Craig:
Thank you for your review Dave. Your comments are very much appreciated.Review
by a verified client in Lincolnshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I am now 63 and part retired I wanted to draw a small lump sum and obtain a monthly drawdown
How has Craig Howard helped you?
At first Craig comprehensively assessed my finances and ascertained my main goals. He then gave me recommendations based on my financial position and financial needs. At all times he was very clear with his explanations. He also discussed the benefits plus any risks. The information given was thorough and very professional. I have 100% confidence in PenLifes actively managed portfolio. He efficiently activated a lump sum and the monthly drawdown. Craig made the process very easy and stress free
Have you seen the outcome you were hoping for?
Yes..the whole process has been seamless
What could they have done better?
In my opinion.. nothing
Craig:
Thank you for your comprehensive review Chris. It is very much appreciated. I am pleased that you feel that you are on track with your pension planning.Review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Craig Howard helped you?
He is always on hand for any financial questions I may have
Have you seen the outcome you were hoping for?
Yes completely satisfied with Craig's advice and PenLife as a whole
What could they have done better?
Nothing I can think of
Craig:
Thank you Dee for taking the time to complete a review. Your comments are very much appreciated!Review
by a verified client in Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because I wanted the responsibility of investing out of my hands and into the hands of a professional
How has Craig Howard helped you?
Craig has helped with investments, portfolio management & risk control, isas, inheritance advice, pension advice, income management
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing.
Craig:
Thank you for your review Plum. Your comments are very much appreciated. I enjoy working with you to keep your financial plan on track.