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ilumiti Avaliações 

600
O TrustScore é 5 de um total de 5

5,0

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

Avaliado com 5 de um total de 5 estrelas

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!

Avaliado com 5 de um total de 5 estrelas

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

Avaliado com 5 de um total de 5 estrelas

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

Detalhes da empresa

  1. Planejamento Financeiro
  2. Consultor Financeiro

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

5,0

Excelente

O TrustScore é 5 de um total de 5

600 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Pede aos clientes que avaliem

Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas

Como esta empresa usa o Trustpilot

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

5,0

Todas as avaliações

(600)

56 avaliações nos últimos 12 meses

Escreva uma avaliação
As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

Excellent PIE man

He was polite and patient and went through the whole proposition explaining exactly how it would affect us and checking our understanding. He knew his product and was thorough in his questioning and was quickly able to understand our many faceted financial situation. It was all about us and his advice was bias-free. We were confident that together we had reached the correct conclusion.

22 de novembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Invaluable independent pensions advice

Invaluable independent pensions advice from a professional company. Clear understanding of personal circumstances, followed up with expedient conclusion and report on recommendations. I will be returning to Jack Saunders for further financial advice in due course.

17 de novembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I would highly recommend speaking with Steve if you need advice with your pension!

Steve took the time to sit down with me to go through my current pension plan and the options I have! He was extremely friendly, informative and attentive throughout the process!

He was easy to speak to, and explained everything in details to ensure I understood my options and the choices I can make.

I would highly recommend speaking to Steve if you need any advice with your pension!

8 de novembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

My meeting with Elliott of Lemonade Reward

We had a meeting with Elliott to discuss our pension options and he explained everything so clearly. We were so impressed with his explanation and left the meeting with a clear understanding of our options. We would advise anyone needing pension advice to talk with them.

10 de novembro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Very informative and explained…

Very informative and explained everything really well! Thank you

8 de novembro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Hannah! Thank you so much for your review. I'm glad that the session was helpful for you, and if you have any further questions, please don't hesitate to contact us. All the best, Sam.

Avaliado com 5 de um total de 5 estrelas

Steve Clark call

Easy to form a rapport with Steve. Questions answered clearly. No feeling of being rushed through the session.

3 de novembro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Iain! Thank you so much for your review. I'm glad that the session was helpful for you, and if you have any further questions, please don't hesitate to contact us. All the best, Sam.

Avaliado com 5 de um total de 5 estrelas

Bespoke Advice

I had a great discussion with my pension advisor. He quickly understood my needs and financial constraints and thus was able to provide helpful and bespoke guidance. He was also helping me to navigate the administrative implications of transferring different pensions from previous employments.

7 de novembro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Antoine! Thank you for taking the time to leave a review for us, and great to hear that you had such a positive experience and you are feeling more confident. Please don't hesitate to get in touch if you have any questions. Kind regards, Sam

Avaliado com 5 de um total de 5 estrelas

I think it’s one of my best experiences…

I think it’s one of my best experiences talking to the financial advisor today who was so professional, so knowledgeable, and so helpful to my questions. I would like to recommend this company to all who need professional people to help deal with their problems.

1 de novembro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Vivian! Thank you for taking the time to leave a review for us, and great to hear that you had such a positive experience and you are feeling more confident. Please don't hesitate to get in touch if you have any questions. Kind regards, Sam

Avaliado com 5 de um total de 5 estrelas

Sound advice on pensions matters

Jack was very keen to explain matters in detail and took me through all things to take into account when considering pension options. It was a really interesting and informative session and has given me assurances and confidence about my future income needs and how to meet them.

14 de outubro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Steve! Thank you for taking the time to leave a review for us, and great to hear that you had such a positive experience and you are feeling more confident. Please don't hesitate to get in touch if you have any questions. Kind regards, Sam

Avaliado com 5 de um total de 5 estrelas

'Pensions' are actually exciting investments!

Steve Clarke from Lemonade held my pension choices meeting with me. Steve provided an in-depth overview of my options, allowing me to make informed choices based on my personal circumstances and the projections that the Retirement Options Planner generated. For the first time, I really see my pension as an exciting investment, with the added benefits of tax relief, and being able to choose the types of funds my money is invested in to, and that is thanks to Steve explaining everything to me in such great yet understandable detail. Thank you, Steve, for your time and showing me how I can best make my pension investments work best for me now, and later in life when looking to withdraw on the funds.

18 de outubro de 2022
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I had a very informative discussion…

I had a very informative discussion with Lewis who made me feel comfortable straight away. He was polite and a good listener.

12 de outubro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Afternoon Thomas. Thank you so much for your review. I'm glad that the session was helpful for you, and if you have any questions, please don't hesitate to contact us. All the best, Sam.

Avaliado com 5 de um total de 5 estrelas

Pension review

I spoke to a advisor called Jack how explained the whole process of the consultation. He was thorough with his explanations and always checked to make sure I fully understood each step. There was still some uncertainty on my part at the end so a follow up appointment was made. At the end of the process I felt completely confident in my informed decision and it was all formalised in a report. I would definitely use informed pensions again, great service.

7 de outubro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello John! Thank you for taking the time to leave a review for us, and great to hear that you had such a positive experience and you are feeling more confident. Please don't hesitate to get in touch if you have any questions. Kind regards, Sam

Avaliado com 5 de um total de 5 estrelas

5 star financial guidance!

Amazing customer service and great guidance from the team, really helped me take better and more informed decisions! Would 100% recommend

19 de outubro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Margherita! Thank you so much for your review. I'm glad that the session was helpful for you, and if you have any further questions, please don't hesitate to contact us. All the best, Sam.

Avaliado com 5 de um total de 5 estrelas

PIE review

I had a very knowledgeable review of my pensions options and finished the session feeling I knew the actions I would take and was content in my decision.

10 de outubro de 2022
Avaliação não solicitada
logotipo da ilumiti

Resposta da ilumiti

Hello Gerry! Thank you for taking the time to leave a review for us, and great to hear that you had such a positive experience and you are feeling more confident. Please don't hesitate to get in touch if you have any questions. Kind regards, Sam

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