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... Ver mais

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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... Ver mais
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... Ver mais
Very pleasant chat with the advisor who made a tough topic interesting. He had loads of information and got it across really well. Helpful and knowledgeable so feeling confident of future plans
Detalhes da empresa
Escrito pela empresa
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.
Informações de contato
Reino Unido
- ilumiti.co.uk
Pede aos clientes que avaliem
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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.
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!
Choice of Pension with Andy Johnston
Andy Helped me choose the Pension decision that best suited my needs. Overall it was a pleasant experience and very informative giving me an overview of all the options.
Really easy to use.
Overall the adviser was very good and…
Overall the adviser was very good and thorough.
Very helpful service.
Very helpful service.Listened to my goals & formulated a plan , with good use of projecting potential targets.Questions were answered & a very friendly, helpful service.
Easy pension info
Andy was incredibly informative and explained everything really well. Would definitely recommend Ilumiti
Great knowledge and time taken to…
Great knowledge and time taken to ensure options were understood, considerate and listened well to understand situation
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!
Discussion on the pension offer proposed by my old company
Having read the material received, certain areas needed clarification and to be explained in more detail. This was achieved and as a rsult I was able to determine what decision to take going forward.
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.
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.
Consultant able to describe all factors in the decision
The consultant, Andy, described concisely all the factors which need to be taken into account when trying to make a decision on the PIE offer. Any questions which I had during this process, he was able to answer clearly.
Timely call
Timely call; clear explanation and advice. Kept call to a minimum.
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.
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.
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.
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
Excellent advice
Andy Johnston's advice was independent, detailed and easy to understand. I changed my original decision because of the information provided. The follow up documentation was prompt, informative and valuable for me to confirm my final decision.
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