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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.


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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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Noté 5 sur 5 étoiles

A very informative consultation

A very informative consultation, friendly and professional. Elliot provided me with honest and open advice, going through pros and cons of different options in a manner that was very easy to digest. Recommended!

31 mai 2024
Avis spontané
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Réponse de ilumiti

Thanks Roy, I'll pass on your feedback to Elliot! Dan

Noté 5 sur 5 étoiles

Super helpful and personalised guidance

Super helpful and personalised guidance from Jack, I came away from the meeting feeling much better informed and able to make decisions.

20 mai 2024
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Réponse de ilumiti

Thank you for leaving us a review. Dan

Noté 5 sur 5 étoiles

Excellent Pension Advice – Highly Recommended!

I recently had a consultation with Matthew Keene from Lemonade Reward, and the experience was exceptional. The advice and time given by Matthew for me to understand my unique financial situation was very straightforward and easy-to-understand. Thanks to Matthew I now have a clear and confident path and I would highly recommend Matthews services to anyone looking for professional and personalised pension advice.

21 mai 2024
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Réponse de ilumiti

Hi Andy, great to hear you had such a positive experience with Matt - we are here if you need anything further. Dan

Noté 5 sur 5 étoiles

I had the pleasure of working with…

I had the pleasure of working with Informed Service for pension advice, particularly focusing on the funds I could invest in, and I couldn't be more satisfied with the experience.

Jack Saunders, who guided me through the process, was incredibly helpful. Not only did he address all my questions with patience, but he also provided advice that was specifically tailored to my financial goals and investment temperament. His insights were clear, concise, and easy to understand, which made me feel more confident in making informed decisions about my pension fund investments.

I appreciated that the advice was not generic but personalized, reflecting a deep understanding of my unique situation. This specificity will allow me to strategize better for my retirement, knowing that my investments align well with my risk tolerance and long-term objectives.

Overall, I highly recommend Informed Service, especially if you have the opportunity to work with Jack Saunders. His professionalism and expertise have made a significant positive impact on my financial planning.

Thank you, Informed Service and Jack, for a stellar experience!

17 mai 2024
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Réponse de ilumiti

Thank you for leaving a review Kerry, I will pass on your kind words to Jack. Dan

Noté 5 sur 5 étoiles

Super-helpful

Super-helpful, clear and friendly pensions guidance.

10 mai 2024
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Réponse de ilumiti

I'm so happy you had such a positive experience Petra. We are always here if you need us.

Noté 5 sur 5 étoiles

I would like to extend a massive thank…

I would like to extend a massive thank you to everyone at Lemonade for your indispensable support during the launch of our new pension scheme. Your dedication and hard work were pivotal in ensuring the success of this rollout, and we sincerely couldn't have achieved this without your team.

The swift progression from approval in late January to launch in April is a testament to your remarkable efforts. We are genuinely grateful for your comprehensive support throughout this process.

Our team members have shared some excellent feedback about the information sessions, the informative literature, and the consultancy days, all of which have been incredibly beneficial. It’s reassuring to see our pensions being expertly managed, thanks to your guidance.

Special thanks are due to Louise and Elliot for their relentless support and patience in answering our endless queries and we appreciate the commitment shown by the entire Lemonade team.

We are excited to continue our partnership with Lemonade and look forward to more collaborative successes in the future.

6 mai 2024
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Réponse de ilumiti

Thanks so much for the kind words Sam! We're thrilled to have helped been part of this with you. Your feedback on our team, info sessions, and materials is very appreciated.

Noté 5 sur 5 étoiles

Highly recommended

Since using Lemonade through my company they have always been great and well informed to point me in the right direction and get the best out my money for my pension. Highly recommended

28 mars 2024
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Réponse de ilumiti

Thank you for your feedback and kind words

Noté 5 sur 5 étoiles

A very well informed and professional service

Jack - who reviewed my policy is a very professional and well informed advisor. Always making all my options clear and communicating any associated risks.

21 mars 2024
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Réponse de ilumiti

Thank you for your feedback Shaun

Noté 5 sur 5 étoiles

Concise, Complete, Informative

Lemonade did an excellent job of distilling the complicated intricacies of pensions and pension planning into short, digestible, bites. I also really appreciated that they then had 1-to-1 sessions, which allowed for further tailored, nuanced, advice for individuals depending on their situation.

10 avril 2024
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Réponse de ilumiti

Thank you for the positive feedback. We're glad you found our pension information clear and the 1-to-1 sessions helpful.

Noté 5 sur 5 étoiles

Thanks for your help Jack

Thanks for your help Jack, I've come away with a much clearer understanding of how the allocation of funds work.

20 mars 2024
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Réponse de ilumiti

Thank you Francine, I'll pass on your kind words to Jack

Noté 5 sur 5 étoiles

Great

Great, Knowledgeable Advice

14 mars 2024
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Réponse de ilumiti

Thank you Duncan

Noté 5 sur 5 étoiles

Thank you !!

I would like to take this opportunity to pass on my gratitude and thanks to the Support and back office teams who always provide timely and accurate information and go above and beyond to deliver a first class, client focussed service in a friendly, constructive and helpful manner. All your hard work and kindness is always appreciated !!

22 janvier 2024
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Réponse de ilumiti

Thank you so much for taking the time to leave us a review!

Noté 5 sur 5 étoiles

Great broker

Our Lemonade account manager for our GIP is responsive, knowledgeable and a strong negotiator with our insurer. Her attention to detail is great - she checks over our data before submission to ensure our process is as smooth as possible. I've worked with a few brokers and Lemonade make everything as easy as possible.

1 décembre 2023
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Réponse de ilumiti

This review has made our day! It's great to hear such glowing feedback and I'll be sure to pass this onto the group risk team. If you need anything else, please don't hesitate to get in touch. Dan

Noté 5 sur 5 étoiles

Meeting with Jack Saunders was for DB Pension review

Meeting with Jack Saunders was for evaluation of a previous company's defined benefit pension scheme. Jack talked me through the options and was particularly helpful with some good recommendations. No hesitation in recommending Jack for financial planning advice.

16 janvier 2024
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Réponse de ilumiti

Thank you for taking the time to leave a review for us Trevor. I'm glad to hear you had such a positive experience with Jack. Dan

Noté 5 sur 5 étoiles

Pension Guidance

The expert guidance I received was thorough, personalised, and immensely valuable. Jack demonstrated a deep understanding of pension options, providing clarity and helping me make informed decisions. Highly recommend!

16 janvier 2024
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Réponse de ilumiti

Hi Romana, thank you for your review, I'll be sure to send your kind words to Jack. If you need any further help, please do touch base with us. Dan

Noté 5 sur 5 étoiles

Excellent and relevant advice delivered…

Excellent and relevant advice delivered in a fun, friendly, concise, and simple way, that is easy to understand. Spoke with Jack who had great knowledge of financial matters and keeps himself current and up to date on changes within the field. Wish I had this conversation with Jack / Lemonade 25 years ago, I would be significantly better off now. strangely recommend a call with them.

21 décembre 2023
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Réponse de ilumiti

Thank you for your review Anthony. Dan

Noté 5 sur 5 étoiles

Very good experience

I had a great experience speaking with Jack about pensions and personal investments. He is personable and highly professional. Would recommend.

29 novembre 2023
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Réponse de ilumiti

Thank you Hamish and great to hear you had a good experience with Jack. Dan

Noté 5 sur 5 étoiles

Enjoyed my conversation with Ben.

Enjoyed my conversation with Ben.
He covered all aspects of the PIE offer and challenged my understanding of it. Without bias, gave me several things to think of {which I had not thought of} and gave me a comparison pathway in which has enlightened my path for a better decision.

27 novembre 2023
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Réponse de ilumiti

Hi Graham, thank you for your review, I'll pass on your feedback to Ben. Dan

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