Slater Financial Ltd

Phil Slater and his people handle my pension (SIPP) and other investments. Overall service and performance over three years so far has been excellent: - following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done, - despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation, - I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax, - Phil and his people respond quickly and helpfully whenever I have ad hoc questions or any issues between our regular meetings together, - Slater's charges are reasonable compared to the rest of the market I looked at. In summary I believe I am now in control of my financial future, which is secure, and am very pleased Slater are helping me.
5 7 years ago (28-01-2018)

Brilliant service and fantastic ongoing support. Very experienced and knowledgeable. No hesitation in recommending to anyone
5 7 years ago (20-10-2017)

Well it was all a bit shockingly bad. To the point where less than 30 minutes into the 90minute 'free initial assessment' he told us to leave. Impatient, unable to explain anything much, unprofessional. A really bad experience.
1 7 years ago (17-10-2017)