Spentwell - Edinburgh

David W.

I would highly recommend the Spentwell Masterclass to anyone who is concerned about their retirement, wants to put a plan in place but doesn't know where to start. It is a subject that I had little knowledge about but Keith really cuts through the jargon and breaks it all down into its simple parts. I just wish I had signed up sooner. If you're thinking about it DON'T PUT IT OFF, this is really important stuff!!

Roshan

I signed up to an Initial Chat with Keith for 30 minutes. I came with a lot of detail and a lot of questions, and Keith patiently and thoroughly answered them all, going well over the allotted time. I left feeling much clearer about what choices I had and how they fit together. Would highly recommend 🙂

G M.

I needed to take a small personal pension early, and had spent a lot of time researching drawdown pensions and providers. However, with virtually no financial experience I was worried about making the wrong choice. My brother put me on to Keith, who responded the same day and set up a telephone meeting.

We spoke for an hour, during which Keith asked all the right questions, listened carefully to my answers, and made calculations based on the figures I gave him. To his great credit, he was concerned that his fee would eat into my funds too much, so we agreed not to take it further. However, he reassured me that I was on the right track with my plans, and just talking to him gave me the confidence I need to plough ahead. More than that, he made some very astute, practical observations that I never would have thought of, which will be of real financial benefit going forwards.

Keith followed up with some helpful online materials including an excellent video webinar on pensions. He has a real gift for presenting difficult concepts in a refreshingly simple, understandable way. I learned a great deal from the webinar and now feel much better informed.

Keith is friendly and easy to talk to, very able, and a genuinely good person, I feel. I would have absolutely no hesitation in recommending him to anyone in need of sound, understandable advice, especially in the complex realm of pensions and investments.

Aaron P.

Great masterclass hosted by Keith. Great to gain more of an understanding around personal investment. Would thoroughly recommend!

S M.

I had a number of different pensions and consolidated them all with Keith at Spentwell. Despite all the current Economic issues, I am really pleased with how my investments are holding up, and the real potential for growth. Simple clear advice from Spentwell that makes sense has brought a clarity to my Pension, and the options I want to have to invest in other areas, that I never had before. For jargon free, objective financial planning and pensions advice, I would highly recommend Spentwell.

Chris W.

After a big life event we wanted to plan our finances for the future so we could achieve our “some day” goals. Keith at Spentwell was great, gave us crystal clear advice about retirement planning and helped us find and arrange the right financial products for our medium term goals. Highly recommend

Rachel D.

I initially got in touch with Keith after I inherited some money from my gran. I'd previously thought financial advice was aimed at people with a lot more money than me or a lot older, but actually found the whole process really useful. Not only did he help me with options for how to use the lump sum, he also advised me on how my current pension contributions would impact retirement etc. He presented information in a way that was really clear and took account of all factors in my life and my own appetite for risk or investment vs my own sense of security. I have recommended Keith to loads of people and will no doubt seek him out again if my situation changed. He was always completely transparent about costs, great value and everything was done quickly and professionally.

Carol P.

Having had markedly mediocre experiences with financial advisors in the past I sought Keith’s help for a review of my finances.
Initially i was attracted to Spentwell by the promise of a jargon-free approach. The initial getting to-know-you session was enjoyable and enlightening, we agreed a one-off review was required.
Keith then helped me to track down a mislaid pension, consolidate accounts, plan for retirement and navigate the Australian pension/tax system. I can’t quite express my relief for having gone through this process, and the reassurance that comes from having a solid plan.
I felt listened to and understood, Keith was professional, quick to follow things up and tenacious in tracking things through. I have no hesitation in recomending Spentwell services to others, and indeed i already have.