Douglas Steers & Company  Bewertungen 72

TrustScore 5 von 5

4.8

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

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Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

Justin was friendly and provide helpful advice to help me understand what was needed to meet my goals. He has made the process stress free. I would be happy recommend Douglas Steers.

Bewertet mit 5 von 5 Sternen

I was introduced to Douglas Steers & Co. via unbiased.co.uk which gave me confidence from the outset. Their advisor - Mark Donohue, was very knowledgeable and understood my needs completely. After 3... Mehr ansehen

Bewertet mit 5 von 5 Sternen

We first met Danny after consulting with other companies, but from the start he made us feel comfortable and explained our options, and answered our questions in terms we could understand. Danny has... Mehr ansehen

Bewertet mit 5 von 5 Sternen

I was slightly anxious about starting on this journey with Unbiased. However, once I had an advisor, Mark Donohue from Douglas & Steers, following up on my enquiry, it went smoothly at a pace that I w... Mehr ansehen

Unternehmensdetails

  1. Finanzberater
  2. Alternative Finanzdienstleistungen
  3. Finanzplaner

Vom Unternehmen geschrieben

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners. Douglas Steers & Company was set up in 1994 so has now been advising for over 30 years, David Steers’ origins go back to February 1987 when he started as a Trainee Consultant for a local brokers. Our specialty is pension related planning which also includes various types of collective investments, specialising in At Retirement Planning, whether that be flexi-drawdown or annuity purchase and how you can use assets you have accumulated to ensure and maintain a secure and comfortable retirement. We first advised on drawdown contracts way back in 1995, in those days drawdown was a very different arrangement and more restrictive, however the gentleman involved with that arrangement still has the contract in place and remains one of our most valued clients. Over the years the business has changed, back in the early 1990’s we provided a full range of services but have slowly moved to more specialist advice around pensions and investment planning.


Kontaktinformationen

4.8

Hervorragend

TrustScore 5 von 5

72 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

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4.8

Alle Bewertungen

(72)

32 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
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Bewertet mit 5 von 5 Sternen

Excellent service

We have been with Douglas Steers for over a year now and are very happy with the way our pensions have been looked after. Justin has been very helpful & professional and is a pleasure to talk to, explains & answers questions in a way we understand. I would recommend this company.

3. Februar 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

I can highly recommend the service…

I can highly recommend the service provided by Douglas Steers. A special mention to my financial advisor Justin who has just provided my annual review. He always shows a very professional approach and takes time to understand my personal situation and provides clear guidance and advice. I feel confident and trust my funds are being managed as well as possible. I look forward to continuing our relationship as I head towards retirement and beyond. Many Thanks, Shaun

27. Januar 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

I highly recommend Douglas Steers and Matthew Vivian

Matthew Vivian reviewed all my pensions and talked me through each one, how it was working for me and what my options were. He provided advice on the best way forward to suit my circumstances. I was grateful for the advice and also the honesty. I felt that Matthew handled my case with integrity and was kind, sincere and responsive throughout the process and I would have no hesitation in recommending him.

14. Januar 2025
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Consolidation of 5 pensions - smooth process

Jordan from Douglas Steers helped me to consolidate 5 pensions, he was helpful, explained everything clearly and gave me a breakdown of pension providers. I did not feel pressured to use a specific provider, or to use Douglas Steers. I did go ahead; I had to chase one of my pension providers, Douglas Steers helped to follow-up and make sure it all went smoothly.
We recently had an annual review and I'm happy to continue using their service.

19. Dezember 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Excellent Pension Advice

I had several old pensions i didn't know what to do with. Neil Summers helped consolidate my pensions into one new fund which has since performed very well.
Neil is approachable and knowledgable, and explained my options clearly. I am very grateful for Neil's freindly guidance, and would highly recommend his services.

9. Dezember 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Excellent Service

I have been with Douglas Steers for over 18 months. Since the beginning I have been guided by Neil Summers. I am not wholly comfortable in the world of financial services, but I find Neil to be a very approachable individual and a true professional in his field. He is very patient with his explanations, and ensures to advise I am aware of my options. I am most happy with the way my portfolio has been tailored and administered. I have complete trust in Douglas Steers and especially with Neil Summers. I would highly recommend the above to anyone seeking expert financial advice.

5. Dezember 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

First class financial services.…

This company has given us fantastic advice that has made our investments grow. They have always been up front and totally pro active in making our investments grow. I would recommend their services whole heartedly to anyone wishing for someone looking for help and advice in making investments.

12. November 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Great company

Great company. Really puts things in language that I can understand. Over the years the greatly helped us improve in our finances.

7. November 2024
Bewertung ohne vorherige Einladung
Bewertet mit 1 von 5 Sternen

Not interested in customer contact

Started ok last year but now I want to contact them they just ignore me, mobile number always to voicemail, leave a message but no one bothers to call back, phone the office and am told they will call back, again no one bothers, tried email and guess what.. no response. I thought they were supposed to be working for me, obviously not

22. Oktober 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

We were very pleased with the helpful service.

We were very pleased with the helpful guidance given by Neil Summers regarding our pension investments.
Neil explained everything clearly and was very patient in answering our questions.
We both felt he listened carefully and we are happy our investments are tailored to us.
Any queries were answered quickly by email and we were glad to have our annual review recently to up date us.
We have recommended you to friends.

21. August 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

We don’t know what we would have done…

We don’t know what we would have done without the help of Justin at Douglas Steer. He explained all of our options in an easy to understand manner. We had a lot of hassle with our pension provider, but Justin helped us through and dealt with their constant queries promptly. We are grateful for all their help.

1. Oktober 2023
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Pleased I went with Douglas Steers.

I contacted Douglas Steers some 2 1/2 years ago to consolidate 3 modest pension pots into one, and Jordan has been very helpful in doing this, and overall the one new policy is showing good growth, after fees. I have had an annual review meetings with Jordan and these have been helpful. He is clear in his explanations, including what I am getting for the monthly charges DS make!, and I have a sense of trust in his judgement. Though not a financial person myself, I keep an eye on the figures, and feel this is a mutually beneficial relationship. I am grateful for the personal touch, and gladly I chose a local company.

24. September 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Extremely efficient service

Extremely efficient service. Our contact was very knowledgeable and helpful. He made sense of all the pension rules and assisted us with all our concerns.

19. September 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

My experience with Douglas Steers was amazing

My experience with Douglas Steers was absolutely amazing from start to finish, they kept me informed at all times during the process. They explained to me what my money was doing which made me very confident with Douglas Steers. Thank you Matthew.

15. September 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Excellent Advice over the years

I have been a client of David Steers for nearly 30 years and have met David to discuss my finances on regular occasions. I have always found David to be a real gentleman and very professional. He always listens to what you suggest to do going forward and advises accordingly, thus allowing me to run my engineering business. With David's advice on my investments I have seen them outgrow all of the financial markets year on year. I am now in a very prosperous position to enjoy my retirement. Thankyou David and Staff.

4. September 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Excellent Customer Service

Had issues with previous Pension Company Policies – Was advised by them to go to Unbiased website.
Within 5 minutes of clicking mouse – spoke to Neil Summers and arranged Appointment to visit our Home.
Neil provided Professional,Reliable,Friendly service and listens to you.
Always Contactable and very Knowledgeable.
Can be relied on to get the Job done.

9. September 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Professional

Professional, friendly and honest advice given which was resulted in positive investments. Always happy to chat and always contacted within a short time if I’ve had to speak to someone. I can give nothing but the greatest praise to David and his team. I highly recommend their services to anyone who is serious about their financial future.

9. September 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Pension advice, excellent!

I can only say that I had a very good experience. I took out a pension with Matthew who listened to what I wanted out of a pension and guided me through the process from start to finish. Whenever I had a question or problem, Matthew just sorted it out. Any issues that game up were resolved and I couldn’t be happier. I would recommend Matthew if you are looking to start a new pension.

31. August 2024
Bewertung ohne vorherige Einladung

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