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ilumiti Recensioni 

599
TrustScore 5 su 5

5,0

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Valutata 5 stelle su 5

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!

Valutata 5 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Dettagli dell'azienda

  1. Pianificatore finanziario
  2. Consulente finanziario

Scritti dall'azienda

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.


Informazioni di contatto

5,0

Eccellente

TrustScore 5 su 5

599 recensioni

5 stelle
4 stelle
3 stelle
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5,0

Tutte le recensioni

(599)

55 recensioni negli ultimi 12 mesi

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Valutata 5 stelle su 5

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 maggio 2024
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Thank you for leaving us a review. Dan

Valutata 5 stelle su 5

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 maggio 2024
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Hi Andy, great to hear you had such a positive experience with Matt - we are here if you need anything further. Dan

Valutata 5 stelle su 5

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 maggio 2024
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Thank you for leaving a review Kerry, I will pass on your kind words to Jack. Dan

Valutata 5 stelle su 5

Super-helpful

Super-helpful, clear and friendly pensions guidance.

10 maggio 2024
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I'm so happy you had such a positive experience Petra. We are always here if you need us.

Valutata 5 stelle su 5

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 maggio 2024
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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.

Valutata 5 stelle su 5

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 marzo 2024
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Thank you for your feedback and kind words

Valutata 5 stelle su 5

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 marzo 2024
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Thank you for your feedback Shaun

Valutata 5 stelle su 5

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 aprile 2024
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Thank you for the positive feedback. We're glad you found our pension information clear and the 1-to-1 sessions helpful.

Valutata 5 stelle su 5

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 marzo 2024
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Risposta di ilumiti

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

Valutata 5 stelle su 5

Great

Great, Knowledgeable Advice

14 marzo 2024
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Thank you Duncan

Valutata 5 stelle su 5

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 gennaio 2024
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Thank you so much for taking the time to leave us a review!

Valutata 5 stelle su 5

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 dicembre 2023
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Risposta di 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

Valutata 5 stelle su 5

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 gennaio 2024
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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

Valutata 5 stelle su 5

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 gennaio 2024
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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

Valutata 5 stelle su 5

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 dicembre 2023
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Thank you for your review Anthony. Dan

Valutata 5 stelle su 5

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

Valutata 5 stelle su 5

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

Valutata 5 stelle su 5

Jack Saunders

I found Jack really easy to talk to , very understand when guiding me through the decision making process with my pension, his recommendations were made clear and gave me confidence in crossing the t’s and dotting the I’s as they say . Thank you Jack .

20 settembre 2023
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Valutata 5 stelle su 5

Highly recommended

Ben called me (at a prearranged time) regarding my pension plan from an ex employer. He was helpful, very good at explaining my options and at the same time checking my understanding of the potential changes. I was very much at ease during the conversation. I would highly recommend this company based on my experience today.

25 settembre 2023
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