Testimonials

The testimonials shown below are a selection of our most recent reviews published via the independent website, VouchedFor.

To find out more about our price promise and to see what our clients say about us, click here to visit our Youtube channel. 

What were the circumstances that caused you to look for a financial adviser?

Planning for retirement

How did Stephen help you?

He gave me straight forward advice and recommended the provider I am now using and very

happy with.

Have you seen the outcome you were hoping for?

Obviously I would have liked higher growth but I think the fund I am with has performed well

under trying circumstances.

What could they have done better?

There is nothing I can think of that could have been improved

Tyne & Wear - June 2019

What were the circumstances that caused you to look for a financial adviser?

Looking for early retirement options

How did Steven help you?

Sound financial advise and future planning

Have you seen the outcome you were hoping for?

Everything is on track as planned , the only issue which is out of our hands is uncertainty

over Brexit and caution regarding market conditions but long term confidence remains intact

What could they have done better?

I believe that we have received the best advice and nothing more is required regular review

does occur and reshaping any plans is discussed as required

Northumberland - May 2019

What were the circumstances that caused you to look for a financial adviser?

We’ve been clients of Explore for a number of years, seeking advice regarding our savings

leading towards eventual retirement

How did Steven help you?

At our annual review Steven showed us through using the software they have available how

our investments were doing and how that translated into our expected retirement dates.

Have you seen the outcome you were hoping for?

Yes, throughout our time dealing with both Stephen Sumner and Steven Cattle we have been

kept totally up to date with how our investments are doing, in a jargon-free way. It is a

pleasure dealing with Steven and his colleagues.

Northumberland - April 2019

What were the circumstances that caused you to look for a Financial adviser?
Family circumstances meant that I wanted to find out how soon I could afford to retire, and what options were open to me in funding retirement.


How did Stephen Sumner help you?
Stephen is a very good listener. By the end of the initial (free) consultation I was sufficiently confident that he understood my financial situation, family situation, aspirations and character to accept his assessment that I could afford to retire in the near future; and subsequently to commission him to prepare a paid-for Retirement and Investment Planning Report. In turn, this report and the discussions that followed led me to engage Stephen as my IFA implementing the
agreed retirement and investment strategy. Stephen also hosted and participated in a meeting with my solicitor regarding inheritance planning.


What is your current situation? Have you seen the outcome you were hoping for?
Two years on I am very happy that the retirement strategy is working as hoped and predicted. I have opted for a drawdown pension and Stephen is proactive in keeping me informed about market trends that may have a bearing on the
performance of my underlying investments. He does not burden me with more information than I want, but either he or one of his team are always available to provide clarification or further detail if required, or ad hoc advice on other financial
matters.

What could they have done better?
Nothing to suggest.

Northumberland - November 2018

What were the circumstances that caused you to look for a Financial adviser?
Necessity particularly for investment advice, following inheritance.

How did Stephen Sumner help you?
By comprehensively advising on all investment possibilities for myself and my wife (who was looking to take early retirement). He particularly advised on the different type of market risks, and on "pension pots".

What is your current situation? Have you seen the outcome you were hoping for?
Due to Stephen Sumner, the return on investment has far exceeded what we anticipated at the outset.

What could they have done better?
You can't beat perfection!!

Tyne and Wear - November 2018

For more independent reviews of our services, visit our VouchedFor profile.