Latest Reviews
Income Protection
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Grant helped me sort out my income protection policy via Vitality.
He explained all the benefits of the plan and ensured I was correctly covered.
Didn't cost me anything aswell. Very happy!
Becky
Reviewed on 2024-03-05 17:06:12
Pension Review
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
After starting my new job i attended a pension presentation offered by Lycetts, this really helped me understand me LGPS.
Grant helped me consolidate my pensions from previous employers and even found one I forgot about.
He also helped me set up a LISA since I'm hoping to buy a property soon.
Elle
Reviewed on 2024-03-04 14:26:14
Mortgage Protection
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Top service from Grant.
Helped arrange my mortgage Protection. Couldn't fault the advice or communication I received
Natalie Hutchinson
Reviewed on 2024-03-04 12:26:16
Local Government Pension Advice
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Grant explained the LGPS changes especially with the McCloud rules.
He helped me set up a AVC via Prudential explaining the tax and future pension benefits.
Passed on his details to all my colleagues since I've never had such amazing advice.
Harry
Reviewed on 2024-03-04 09:47:06
Self Employed Pension
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
After moving from an employed role to self employed I had no idea what to do with my pensions.
Grant helped me consolidate everything together and set up a regular contribution after explaining the tax benefits.
Just waiting on my insurance terms to go back and I'll be all sorted.
Highly recommend. 5 star!
Hackett
Reviewed on 2024-03-04 09:43:59
Pension Consolidation
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
I've moved jobs multiple times and ended up having 6 different pensions all with varying values.
Grant helped me track these down, explained each policy and provided a recommendation to consolidate.
looking forward to me regular reviews and will recommend him to my friends in a heart beat.
Simon
Reviewed on 2024-02-28 10:33:17
Mortgage Protection
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
After recently buying my house, I left everything a little late and felt confused by all the products getting offered by the bank.
Grant explained all different products and provider options in depth and spent alot of time working through the best option for me to fit my budget.
Wouldn't recommend anyone else!
Natalie
Reviewed on 2024-02-28 10:28:26
Pension Consolidation
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Grant was amazing with his knowledge and help when consolidating my pensions spread around lots of different previous companies.
Explained the process and keep me updated throughout since some providers were taking a while.
Didn't feel any pressure at any point and was very comfortable making my decision to deal with Grant.
Highly recommend.
Ben Collier
Reviewed on 2024-02-27 15:12:02
Income Protection
Overall score (5)
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Communication (5)
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Customer Service experienced (5)
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Knowledge/advice (5)
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Relationship/rapport with adviser (5)
Amazing service, was available on a evening after work when I needed him, replied quickly to questions and was kept informed throughout the process.
Explained the policies available fully and ran through optional extras.
No fees and a really competitive quote.
LauraW
Reviewed on 2024-02-26 20:56:45
