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ilumiti Avis 

601
TrustScore 5 sur 5

5,0

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Lisez les avis des autres

Noté 5 sur 5 étoiles

Very happy with the advice I got from Ilumiti consultant Andy Johnston about my ill health retirement option. He analyzed all the information I gave him about my case, which was somewhat complex and a... Voir plus

Noté 5 sur 5 étoiles

What a great experience! The interaction and understanding of my future pension requirements by Ilumiti’s Andy Johnston was first class. His attitude throughout was relaxed, but professional and eff... Voir plus

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

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

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

601 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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5,0

Tous les avis

(601)

45 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Very understanding of personal needs.

Very understanding of personal needs.
Did not suggest/recommend anything but talked through the options available.
Helpful on individual circumstances with no bias to options available.
I've now got a clearer understanding of pensions and retirement.
Thanks

16 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Discussion very helpful.

Talking through PIE offer has helped me decide how to proceed. I changed my mind because of sound and practical advice given today.
A productive meeting indeed.

16 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Great Service

Jack was friendly, polite and professional. He made the whole experience enjoyable and easy to understand. I would highly recommend Jack and his services to anybody wishing to get good financial advice.

13 janvier 2025
Avis spontané
Noté 5 sur 5 étoiles

Highly recommended service

I had a very useful financial health check with Ben Gow. The session was very informative - we covered a lot during the session and he was patient with my questions. From the session I have been able to better understand how to achieve my goals and create an action plan.

12 décembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Great Pension Advice

Jack had some great advice regarding my pension diversification, general life advice and setting me up for the future. An easy to understand and productive conversation over teams.

1 novembre 2024
Avis spontané
Noté 4 sur 5 étoiles

Great, varied advice with a clear action plan

Jack Saunders listened to my queries and gave me relevant advice. As a mid-career, but new company employee he gave me relevant guidance of how to maximise my pension. He also pointed me towards budgeting tools for day to day spending. I feel this advice was invaluable as it was what I expected to hear, but wanted confirmation as it was the opposite of current company pensions guidance. I am more confident to make my pension work for me and that I can afford to retire on my own terms. To improve, I would have liked a slightly better email outline of our conversation as I was unable to take everything down that we discussed.

18 octobre 2024
Avis spontané
Noté 5 sur 5 étoiles

Pension advice from Jack Saunders

I had been struggling for months with fragmentary and conflicted information about the terms and conditions affecting the decisions I needed to make in order to access my pension benefits. Jack was able to give me clarity on several key points which, until that point, had been mired in doubt and mixed messaging.

14 octobre 2024
Avis spontané
Noté 4 sur 5 étoiles

A very comfortable experience…

Initial access to advice was delayed due to my employer’s pension scheme (who were paying for this advice) - no fault of Informed Pensions.
A telephone appointment was then made swiftly, and the advisor (Ben) called promptly at the agreed time. The advisor was clear to obtain all relevant information and was easy to talk to. I would say that his questions were comprehensive and that he fully understood our needs and concerns.
His advice was provided at time of discussion and followed up with a clear report.
All-in-all a very comfortable experience and I have confidence in the advice given.

26 septembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Friendly

Friendly, relaxed manner on telephone. Took time to go over options & revisit any areas of uncertainty. Quick response to emails etc. I was a little unsure about getting in touch re my pension but was pleasantly surprised by how easy they made it seem. All in all very impressed.

17 septembre 2024
Avis spontané
Noté 5 sur 5 étoiles

Brilliant pension advice process

An absolutely brilliant process of getting initial pension advice on my deferred DB pension from my former workplace employer who had arranged for this advice.
The initial digital forms which are e-mailed to you are simple to fill in (although you do, then need to find quite a bit of relevant info) you then email the forms back before an arranged 'teams' initial advice meeting. This pension advice meeting was really open, honest, interactive, and enlightening, this enabled me to make some good basic decisions, which meant I went no further for now. However Ben Gow was superb and led me through alot of info and scenarios and I look forward to working with him in the future when the time is right for me.

30 août 2024
Avis spontané
Noté 5 sur 5 étoiles

Initial discussion on pension options

Had a call with Ben Gow of Informed Pensions to discuss some preliminary information regarding a Defined Benefits pension. Ben was very helpful and was able to answer most of my initial questions. Where he wasn't able to answer, he took on specific actions and he quickly followed up on these to provide answers.

22 août 2024
Avis spontané
Logo de ilumiti

Réponse de ilumiti

Thank you for leaving us a review and i'm glad to hear that Ben has been so supportive. Dan

Noté 5 sur 5 étoiles

Well worth speaking to Informed Pensions

We were very unsure of which path we were taking as we were given so many options, some we had never heard of.
After speaking to Ben and discussing the options we have a much clearer vision and he addressed concerns we had with one of the funds.

22 août 2024
Avis spontané
Logo de ilumiti

Réponse de ilumiti

Thank you John, i'll pass on your kind feedback to Ben. Dan

Noté 5 sur 5 étoiles

Pension

Pension - Plain English
I found Ben explaining the complex Pension language in a great way, answered all my questions, and would explain something again in a different way to help my understanding on such an important part of lives - Pension Thankyou again Ben

28 juin 2024
Avis spontané
Logo de ilumiti

Réponse de ilumiti

Hi Gary, that's great to hear, i'll pass on your kind comments to Ben. Dan

Noté 5 sur 5 étoiles

Very concise explanations this sort of…

Very concise explanations this sort of information normally goes over my head all was explained very well and the follow up information is very handy.I thoroughly recommend Informed Pensions and Ben Gow.

18 juin 2024
Avis spontané
Logo de ilumiti

Réponse de ilumiti

Thank you for leaving us a review - i'll let Ben know. Dan

Noté 5 sur 5 étoiles

Thank you!

I can't thank the Group Risk and Healthcare team enough for all their continued hard work and efforts. As an HR admin, you have made my work life so much easier - would recommend to anyone! Big shout out to Julie Clarke for her unending support and keeping us sane! Thank you all!

19 juin 2024
Avis spontané
Logo de ilumiti

Réponse de ilumiti

Thank you Constance, I will pass on your kind words to the team. Dan

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