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The testimonials shown below are a selection of our recent reviews published via the independent website, VouchedFor.
What were the circumstances that caused you to look for an IFA?
I had a patchwork quilt of various savings and investments showing little return. I decided enough was enough and looked for a Financial Adviser to redress the situation. Explore Wealth Management was recommended to me by a friend who had been with them for a number of years.
How did Stephen Sumner help you?
I met with Stephen and after a lengthy discussion, at which I felt quite at ease, it was decided that if I wished to proceed he would formulate a plan. At no time did I feel under pressure and any queries that I had he answered in a way that I fully understood.
What is your current situation? Have you seen the outcome you were hoping for?
At a second meeting he provided me with a plan in which he detailed his recommendations. I accepted his plan and within a matter of weeks he had consolidated my investments, keeping me informed of the progress made. There is still further work to be done with regards to other matters, but I am pleased with the results although it's early days. I regret not seeking advice earlier.
What could they have done better?
I can't fault the way in which the process was handled, very friendly and relaxed environment. Nothing was a problem and everything was handled in a timely manner.
Mr Thomson - October 2017
Stephen Sumner has been our IFA for over 25 years and has offered financial, pension, taxation and investment advice over that time. He has always gone that extra mile to ensure we understand fully the implications of any financial decision we have made in the past.
Allan - August 2017
All of our questions were addressed & appropriate actions were undertaken. Investments & pensions are doing well.
David - June 2017
Pension returns increased dramatically. We are kept well informed of any changes that may occur.
Joseph - April 2017
Stephen was very friendly in a professional way, he sourced the best pension provider for me. He was not pushy in any way and I made my own decisions based upon the information he presented to me.
Denise - April 2017
I had occupational pensions from previous employment which were not increasing in value. He amalgamated them together in order for them to be under my control. The funds have increased in value over the years.
Bill - January 2017