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ilumiti レビュヌ 

599
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TrustScore 5段階評䟡の5

5.0

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5぀星のうち5の評䟡

Ben was very knowledgeable and engaging during our appointment. Gave us detailed information that was relevant to us, without being pushy. Opened my eyes that's for sure!

5぀星のうち5の評䟡

Ben ran me through my Pension review, how to optimize and tailor it best to my needs. He was really helpful and approachable, and I came out of the meeting feeling more confident about the options I h... もっず芋る

5぀星のうち5の評䟡

Well worth doing, our advisor seemed invested in our needs and wellbeing. While the money side of things was discussed and is obviously very important he was also informative in ways of our health and... もっず芋る

5぀星のうち5の評䟡

Andy was very helpful and took the time to explain all the ins & outs of my different pension plans and see what worked best for me without making me feel under any pressure to do one thing or the ot... もっず芋る

䌁業情報

  1. ファむナンシャル プランナヌ
  2. 金融コンサルタント

圓該䌁業による蚘述

We’re refreshingly friendly and caring money experts in employee benefits, work pension schemes and personal financial planning. And we’re here to offer you greater prosperity through financial clarity. By financial clarity, we mean that we inspire people to optimise their financial future by helping them clearly understand what’s achievable – and then enabling them to achieve it. From the lightbulb moment of clarity understanding what is financially possible, to long term clarity about how to fuel and realise your dreams, goals and ambitions to the max. All delivered through crystal clear advice, understanding, communication and clever technology. And delivered by friendly professionals who are genuinely caring, highly collaborative and relentlessly focussed in their efforts to bring added value into your life. If you are looking to make employee rewards more rewarding, retirement options less hard work and personal wealth planning a richer experience, you are talking to the right people. Why not join the growing number of professional and personal clients turning to us for prosperity through clarity.


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5.0

優良

TrustScore 5段階評䟡の5

599件のレビュヌ

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5.0

すべおのレビュヌ

(599)

過去12か月のレビュヌ数: 55ä»¶

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5぀星のうち5の評䟡

Great Service

Jack was friendly, polite and professional. He made the whole experience enjoyable and easy to understand. I would highly recommend Jack and his services to anybody wishing to get good financial advice.

2025幎1月13日
自発的なレビュヌ
5぀星のうち5の評䟡

Highly recommended service

I had a very useful financial health check with Ben Gow. The session was very informative - we covered a lot during the session and he was patient with my questions. From the session I have been able to better understand how to achieve my goals and create an action plan.

2024幎12月12日
自発的なレビュヌ
5぀星のうち5の評䟡

Great Pension Advice

Jack had some great advice regarding my pension diversification, general life advice and setting me up for the future. An easy to understand and productive conversation over teams.

2024幎11月1日
自発的なレビュヌ
5぀星のうち4の評䟡

Great, varied advice with a clear action plan

Jack Saunders listened to my queries and gave me relevant advice. As a mid-career, but new company employee he gave me relevant guidance of how to maximise my pension. He also pointed me towards budgeting tools for day to day spending. I feel this advice was invaluable as it was what I expected to hear, but wanted confirmation as it was the opposite of current company pensions guidance. I am more confident to make my pension work for me and that I can afford to retire on my own terms. To improve, I would have liked a slightly better email outline of our conversation as I was unable to take everything down that we discussed.

2024幎10月18日
自発的なレビュヌ
5぀星のうち5の評䟡

Pension advice from Jack Saunders

I had been struggling for months with fragmentary and conflicted information about the terms and conditions affecting the decisions I needed to make in order to access my pension benefits. Jack was able to give me clarity on several key points which, until that point, had been mired in doubt and mixed messaging.

2024幎10月14日
自発的なレビュヌ
5぀星のうち4の評䟡

A very comfortable experience


Initial access to advice was delayed due to my employer’s pension scheme (who were paying for this advice) - no fault of Informed Pensions.
A telephone appointment was then made swiftly, and the advisor (Ben) called promptly at the agreed time. The advisor was clear to obtain all relevant information and was easy to talk to. I would say that his questions were comprehensive and that he fully understood our needs and concerns.
His advice was provided at time of discussion and followed up with a clear report.
All-in-all a very comfortable experience and I have confidence in the advice given.

2024幎9月26日
自発的なレビュヌ
5぀星のうち5の評䟡

Friendly

Friendly, relaxed manner on telephone. Took time to go over options & revisit any areas of uncertainty. Quick response to emails etc. I was a little unsure about getting in touch re my pension but was pleasantly surprised by how easy they made it seem. All in all very impressed.

2024幎9月17日
自発的なレビュヌ
5぀星のうち5の評䟡

Brilliant pension advice process

An absolutely brilliant process of getting initial pension advice on my deferred DB pension from my former workplace employer who had arranged for this advice.
The initial digital forms which are e-mailed to you are simple to fill in (although you do, then need to find quite a bit of relevant info) you then email the forms back before an arranged 'teams' initial advice meeting. This pension advice meeting was really open, honest, interactive, and enlightening, this enabled me to make some good basic decisions, which meant I went no further for now. However Ben Gow was superb and led me through alot of info and scenarios and I look forward to working with him in the future when the time is right for me.

2024幎8月30日
自発的なレビュヌ
5぀星のうち5の評䟡

Initial discussion on pension options

Had a call with Ben Gow of Informed Pensions to discuss some preliminary information regarding a Defined Benefits pension. Ben was very helpful and was able to answer most of my initial questions. Where he wasn't able to answer, he took on specific actions and he quickly followed up on these to provide answers.

2024幎8月22日
自発的なレビュヌ
ilumiti ロゎ

ilumiti からの回答

Thank you for leaving us a review and i'm glad to hear that Ben has been so supportive. Dan

5぀星のうち5の評䟡

Well worth speaking to Informed Pensions

We were very unsure of which path we were taking as we were given so many options, some we had never heard of.
After speaking to Ben and discussing the options we have a much clearer vision and he addressed concerns we had with one of the funds.

2024幎8月22日
自発的なレビュヌ
ilumiti ロゎ

ilumiti からの回答

Thank you John, i'll pass on your kind feedback to Ben. Dan

5぀星のうち5の評䟡

Pension

Pension - Plain English
I found Ben explaining the complex Pension language in a great way, answered all my questions, and would explain something again in a different way to help my understanding on such an important part of lives - Pension Thankyou again Ben

2024幎6月28日
自発的なレビュヌ
ilumiti ロゎ

ilumiti からの回答

Hi Gary, that's great to hear, i'll pass on your kind comments to Ben. Dan

5぀星のうち5の評䟡

Very concise explanations this sort of


Very concise explanations this sort of information normally goes over my head all was explained very well and the follow up information is very handy.I thoroughly recommend Informed Pensions and Ben Gow.

2024幎6月18日
自発的なレビュヌ
ilumiti ロゎ

ilumiti からの回答

Thank you for leaving us a review - i'll let Ben know. Dan

5぀星のうち5の評䟡

Thank you!

I can't thank the Group Risk and Healthcare team enough for all their continued hard work and efforts. As an HR admin, you have made my work life so much easier - would recommend to anyone! Big shout out to Julie Clarke for her unending support and keeping us sane! Thank you all!

2024幎6月19日
自発的なレビュヌ
ilumiti ロゎ

ilumiti からの回答

Thank you Constance, I will pass on your kind words to the team. Dan

5぀星のうち5の評䟡

A very informative consultation

A very informative consultation, friendly and professional. Elliot provided me with honest and open advice, going through pros and cons of different options in a manner that was very easy to digest. Recommended!

2024幎5月31日
自発的なレビュヌ
ilumiti ロゎ

ilumiti からの回答

Thanks Roy, I'll pass on your feedback to Elliot! Dan

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