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ilumiti Avis 

599
TrustScore 5 sur 5

5,0

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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!

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

Noté 5 sur 5 étoiles

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... Voir plus

À propos de l'entreprise

  1. Planificateur financier
  2. Conseiller financier

Écrit par l'entreprise

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.


Coordonnées de contact

5,0

Excellent

TrustScore 5 sur 5

599 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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5,0

Tous les avis

(599)

55 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Professional advice with a personal touch

I moved to Ilumiti after an initial consultation and have been really impressed with the service. I’ll admit I’m quite a tricky customer — risk-averse and usually inclined to stick with what I know when it comes to finances. My partner, on the other hand, isn’t particularly financially minded.

Our advisor, Jack Saunders, did a great job of tailoring his explanations so they worked for both of us. He took the time to reassure me while making everything clear and accessible for my partner, which we really appreciated. At no point did we feel any pressure to move our investments across, which made the decision feel comfortable and well considered.

I’d highly recommend Ilumiti for their personal approach, clear communication and responsiveness. A very positive experience so far.

4 avril 2025
Avis spontané
Noté 5 sur 5 étoiles

For wealth management Ilumiti are gravy!

From day one meeting my advisor I could tell he understood my financial life plan and he never deviated from putting this plan into action in order to achieve my goals. Just a wonderful service, such focus, and genuinely feel like Ilumiti staff care. Do yourself a favour and look them up, it's life changing!

24 février 2026
Avis spontané
Noté 5 sur 5 étoiles

Clear guidance

Ben was very professional in guiding us through the pensions minefield with clear explanations and cutting through the terminology to provide us with sound advice and recommendations. Thanks!

24 octobre 2025
Avis spontané
Noté 5 sur 5 étoiles

DB pension advice.

The Teams meeting with ilumiti consultant Andy was very professional and helped me understand more easily the options available when dealing with a Defined Benefit pension. The meeting was well paced and Andy was able to assist with all my questions. For anyone who is unsure about whether professional advice is needed then based on my experiences with ilumiti and Andy I would definitely recommend taking advice. Thank you to all at ilumiti for your help, Tony.

6 octobre 2025
Avis spontané
Noté 5 sur 5 étoiles

Professional, personable, and knowledgeable.

Ben is articulate, polite and respectful. He is clearly very knowledgeable and was able to present the current situation and available options in a clear and understandable way. The session I had with him was not only useful and informative, but also very enjoyable. I would recommend him to anyone seeking financial advice.

10 octobre 2025
Avis spontané
Noté 5 sur 5 étoiles

Very pleased I had this discussion

Really good advice which helped settle pension anxiety. I was given an honest appraisal from the consultant who listened intently to my points and answered accordingly pointing out my different options and pros and cons of each.

5 septembre 2025
Avis spontané
Noté 5 sur 5 étoiles

Jack was excellent

Jack was excellent! He explained equities and bonds clearly and gave me advice tailored me to my situation. I feel much more confident about my pension now.

3 septembre 2025
Avis spontané
Noté 5 sur 5 étoiles

A skilled advisor indeed!

Andy was knowledgeable, well informed and skilled at engaging in 2-way conversation with me. The generalities of a PIE as well as my own situation were amply covered and the decision my wife and I have made is partly as a result of Andy's input. Thanks Andy.

3 septembre 2025
Avis spontané
Noté 5 sur 5 étoiles

Well worth speaking to Andy, my Consultant

Andy was extremely polite and easy to talk to. He went through everything thoroughly and took time to explain my options. I’m feeling much happier with my decision now I have had my meeting with Andy. Thank you

3 septembre 2025
Avis spontané

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