ilumiti レビュー 

I moved to Ilumiti after an initial consultation and have been really impressed with the service. I’ll admit I’m quite a tricky customer — risk-averse and usually inclined to stick with what I know when it comes to finances. My partner, on the other hand, isn’t particularly financially minded.

Our advisor, Jack Saunders, did a great job of tailoring his explanations so they worked for both of us. He took the time to reassure me while making everything clear and accessible for my partner, which we really appreciated. At no point did we feel any pressure to move our investments across, which made the decision feel comfortable and well considered.

I’d highly recommend Ilumiti for their personal approach, clear communication and responsiveness. A very positive experience so far.

From day one meeting my advisor I could tell he understood my financial life plan and he never deviated from putting this plan into action in order to achieve my goals. Just a wonderful service, such focus, and genuinely feel like Ilumiti staff care. Do yourself a favour and look them up, it's life changing!

Andy Helped me choose the Pension decision that best suited my needs. Overall it was a pleasant experience and very informative giving me an overview of all the options.

Very helpful and approachable, and highly knowledgeable

Overall the adviser was very good and thorough.

Very helpful service.Listened to my goals & formulated a plan , with good use of projecting potential targets.Questions were answered & a very friendly, helpful service.

Andy was incredibly informative and explained everything really well. Would definitely recommend Ilumiti

Great knowledge and time taken to ensure options were understood, considerate and listened well to understand situation

Ben was very professional in guiding us through the pensions minefield with clear explanations and cutting through the terminology to provide us with sound advice and recommendations. Thanks!

Having read the material received, certain areas needed clarification and to be explained in more detail. This was achieved and as a rsult I was able to determine what decision to take going forward.

The Teams meeting with ilumiti consultant Andy was very professional and helped me understand more easily the options available when dealing with a Defined Benefit pension. The meeting was well paced and Andy was able to assist with all my questions. For anyone who is unsure about whether professional advice is needed then based on my experiences with ilumiti and Andy I would definitely recommend taking advice. Thank you to all at ilumiti for your help, Tony.

Ben is articulate, polite and respectful. He is clearly very knowledgeable and was able to present the current situation and available options in a clear and understandable way. The session I had with him was not only useful and informative, but also very enjoyable. I would recommend him to anyone seeking financial advice.

The consultant, Andy, described concisely all the factors which need to be taken into account when trying to make a decision on the PIE offer. Any questions which I had during this process, he was able to answer clearly.

Timely call; clear explanation and advice. Kept call to a minimum.

Really good advice which helped settle pension anxiety. I was given an honest appraisal from the consultant who listened intently to my points and answered accordingly pointing out my different options and pros and cons of each.

Jack was excellent! He explained equities and bonds clearly and gave me advice tailored me to my situation. I feel much more confident about my pension now.

Andy was knowledgeable, well informed and skilled at engaging in 2-way conversation with me. The generalities of a PIE as well as my own situation were amply covered and the decision my wife and I have made is partly as a result of Andy's input. Thanks Andy.

Andy was extremely polite and easy to talk to. He went through everything thoroughly and took time to explain my options. I’m feeling much happier with my decision now I have had my meeting with Andy. Thank you

Andy Johnston's advice was independent, detailed and easy to understand. I changed my original decision because of the information provided. The follow up documentation was prompt, informative and valuable for me to confirm my final decision.