Reviews of Spentwell. (Financial Consultant) in Edinburgh (Edinburgh).

Spentwell

15 Reviews

15 Comments

Financial Consultant

Financial planner

2 Hill St, Edinburgh EH2 3JZ, United Kingdom

Description

Information of Spentwell, Financial Consultant in Edinburgh (Edinburgh)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Spentwell

Reviews of Spentwell

K. G.

Much is made of carrying out the review of your own pension pots. In my case I was happy to hand over the graft to a professional who left no issue to chance. Keith is extremely knowledgeable about the pension world and both of us were really pleased with the outcome. Happy to recommend Keith and will use him again should the need arise. Dom & Karen Gallagher

L. P.

I was recommend Keith by a friend who had used Spentwell services previously for some financial advice. I couldn’t speak more highly of Keith, his approach and the services he provided to myself and my husband. Our main aim was to ensure that we were doing the right things with our money now, to have a retirement that works for us both in the future. We also wanted to save money for our two children to help support them as they grow into adults. Keith offers a really personalised service and invests a lot of time getting to know his clients so that his approach is tailored specifically for each person. In our case, he had to balance slightly different risk appetites in myself and my husband, and slightly different approaches to saving and spending! He balanced this well and has a really good way of asking some good probing questions on our thinking and approach. His communication is excellent, he sorted a lot of things for us in the background and we are already making better money choices following his advice. I feel a sense of relief now that we have plans in place. I have no hesitation in recommending Keith and we will continue to use his advice in the future as and when required. If you feel like you don’t have a clue in this area (or even if you do), get in touch with Keith, he’ll put you at ease and help you make decisions that work for you and your circumstances.

C. P.

Having had markedly mediocre experiences with financial advisors in the past I sought Keith’s help for a review of my finances. Initially i was attracted to Spentwell by the promise of a jargon-free approach. The initial getting to-know-you session was enjoyable and enlightening, we agreed a one-off review was required. Keith then helped me to track down a mislaid pension, consolidate accounts, plan for retirement and navigate the Australian pension/tax system. I can’t quite express my relief for having gone through this process, and the reassurance that comes from having a solid plan. I felt listened to and understood, Keith was professional, quick to follow things up and tenacious in tracking things through. I have no hesitation in recomending Spentwell services to others, and indeed i already have.

M. P.

My wife and I used Spentwell in order to give us view of our finances from now until retirement. Keith ran a few models and stress tested the assumptions. It's given us a real help on our next house purchase, how we can support our children as they grown and then what our retirement may look like. This advice is priceless in my view as it's shaped how we manage our finances going forward. Keith did all the leg work one we were happy with his suggestions and I'm very grateful for all his help. We never thought we were the type of people that would need an advisor but Keith took all the mystery out of the process and we couldn't be happier. Highly recommended!

P. R.

I used Spentwell services to learn how to financially support the future of my young and growing family. The process Spentwell and Keith take you through makes you reflect on your approach to money, understand the areas you should focus on and what are the best tools to support short and long term objectives. Keith can explain concepts very clearly, adapting the language to be as easy or as technical as needed. Highly recommended!

S. M.

I had a number of different pensions and consolidated them all with Keith at Spentwell. Despite all the current Economic issues, I am really pleased with how my investments are holding up, and the real potential for growth. Simple clear advice from Spentwell that makes sense has brought a clarity to my Pension, and the options I want to have to invest in other areas, that I never had before. For jargon free, objective financial planning and pensions advice, I would highly recommend Spentwell.

C. G.

The service that Keith and the team at Spentwell provided was thorough, unbiased and friendly. Keith explained the process really clearly and continually ensured I understood everything and knew my options. I learnt a great deal from Keith and as a result of his recommendations I feel in control of my finances. I couldn’t recommend Spentwell enough, they have changed the way I look at my money. Thank you Keith and team!!

R. D.

I initially got in touch with Keith after I inherited some money from my gran. I'd previously thought financial advice was aimed at people with a lot more money than me or a lot older, but actually found the whole process really useful. Not only did he help me with options for how to use the lump sum, he also advised me on how my current pension contributions would impact retirement etc. He presented information in a way that was really clear and took account of all factors in my life and my own appetite for risk or investment vs my own sense of security. I have recommended Keith to loads of people and will no doubt seek him out again if my situation changed. He was always completely transparent about costs, great value and everything was done quickly and professionally.

E. M.

We contacted Spentwell in retirement hoping to simplify our finances and attempt to generate more income from our savings. Working with Spentwell made us look closely at what we had and what we wanted from our investments. All our questions were answered in clear and simple terms that we could understand and in a friendly professional manner. We were supported throughout the whole process by Keith, time not being a factor, and were given a full range of options. We have managed with Spentwell's guidance to consolidate and simplify our accounts achieving exactly what we set out to do and we are delighted with the outcome so far. We would highly recommend Spentwell.

L. C.

This is my first experience of financial planning and I found the prospect quite daunting but Spentwell really do break it down and really deliver on their "jargon-free" promise. I've found the process easy to follow, reassuring and easy to manage around my work/family time. The attention to detail, communication and service are first class. I wish I'd engaged with them sooner. Would highly recommend to anyone.

D. T.

Being a young(ish) professional with one Full Time Job, one Part Time job and a young family, I decided I wanted to get my finances in order at this stage in my life so that when the time comes I am able to support my family and still have the knowledge that there will be sufficient investment behind me for the "rainy" day! Reaching out to Keith and his team at Spentwell has proved to be an excellent decision and I could not be happier with the service. Initial contact via email (after being impressed with the website and proposition offered by Spentwell) to client meeting (pre lockdown March 2020) the meeting was very informal with Keith very keen to find out about the family, what the intentions were as the family got older and my thoughts on investments. We then went through a detailed plan via video messaging to come up with an investment strategy that suited both my personal needs and that of the family with the suggestions Keith made. Every persons situation will be different but from initial contact to the completion of investment strategy it took around 6 weeks with constant communication throughout the process. I now have peace of mind that I can reach out to Keith should current circumstances change and we can change the investment plan for better or worse and that in a good few years down the line I have a financial planner who I can rely on for more financial advice.

A. C.

Easy to understand jargon free advice. Keith is personable and takes the time to understand what matters to you and how to plan your financial future accordingly. Great value for money and I would recommend Spentwell to anyone.

M. M.

I would highly recommend Keith and Spentwell to anyone looking for financial planning or investment advice. Keith took the time to chat through my current situation, goals and plans for the future before presenting various investment options in an easy to understand and jargon-free manner. A very professional and friendly service.

C. W.

I cannot speak highly enough about the service I received from Spentwell. I was sceptical about speaking to a financial advisor as I thought it would be complicated with terminology that I would not understand. However, Keith kept it simple without confusing anything and demonstrated what my finances and pension look like now and in the future. I now know exactly what my future looks like and when I can ideally retire. Fantastic service and I look forward to using Spentwell again if I need to.

I. R.

A very professional and friendly approach to financial planning, using easy to understand explanations with no jargon. I can’t recommend Spentwell highly enough.

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