PLS Financial Services Reviews 19

My financial advisor Robert has been amazing from the start. He’s friendly, knowledgeable, and always takes time to explain things in a way that easy for me to understand. I feel much more confident about my financial future thanks to his support. Highly recommend.

Blake obviously really knows his stuff - he's thoroughly professional, but also extremely friendly and approachable. He offered me great advice on combining my various pension pots and the options available to me with regard to annuities and how to get the best possible return from a single pension. Once I decided which annuity to go for, he set the whole thing up, dealt with all the various pension companies, handled all of the paperwork and kept me informed on what was happening throughout the whole process. I'm extremely happy with the service I received from Blake and I wouldn't hesitate to contact him again for any further financial advice in the future. Huge thanks!

Shane was really quick, informative and help us so much through our Mortgage process. Would definitely recommend!

A great, personal, open approach to my request of help with my pensions with continuous support and explanations around the terms needed for me to comprehend financial terms and language used. I have other financial elements that need tidying and Charles explained everything in a timely, steady way. Blake was great at keeping me up to date with all the changes around my pension pots as they were moving across. A great, solid experience where I felt I could trust everyone involved. I will be a returning customer.

Always kept me informed, and sessions were relaxed and any jargon/concepts were explained well

What a fabulous company to deal with! Real people who you can visit and call - that’s worth so much nowadays..
I was really listened to and taken through all the steps and recommendations and once I had chosen what I felt was best for me, everything was transitioned smoothly.
I highly recommend PLS.
I’ve put today’s date but I first started dealing with them months ago and they’ve never been short of excellent!

the team at PLS are very knowledgeable, they really care about your investments and we couldn't recommend them highly enough. if you are thinking of a financial advisor. 100% PLS for the best service and support.

Georgia and Blake were incredibly helpful. They provided a personal, friendly service and helped me to understand pensions! I would highly recommend PLS financial services and will definitely use their services again. Thank you!

After talking with numerous financial advisers regarding old co-operative pensions, which was taken over by the Royal London Group. I decided to stay and give my business to PLS Financial services during our initial meeting with Charles, I found him to be a true and genuine people’s person. His knowledge in the financial service business is impeccable. Also his professional team ironed out any issues that arised during the exchange process, promptly and effectively which reduced my stress at my elderly age. I can’t thank them enough!

Post retirement financial planning. PLS were excellent throughout. Took the time to get to know me and drill down to my exact requirements. Increased my confidence to meet in person at an office. Would thoroughly recommend this company. Thank you Charles and Blake.

From the start I was given excellent service, advice and help from the staff. My requirements were carried out swiftly and efficiently. I am very impressed and pleased with the service and result. Thank you Charles, Blake and colleagues for your excellent service. Definitely recommended.

PLS Financial Services are a pleasure to work with, the lovely Georgia listened to what I required than guided me through the process along with giving me options to consider without any pressure to rush into a decision. PLS do not entertain a hard sell approach along with being clear from the beginning what their payment would be with no hidden surprise's. Great communication both in person and via emails and I would highly recommend.

Charles is knowledgeable, friendly, guided me the through the process and did exactly what we agreed in a time manner. My pension is definitely in better shape following his advice!

Georgia explained everything clearly and kept me up to date with her communication with my pension providers.
Service was relaxed and not pushy. Through discussion with Gergia and her research I am happy that I have made the right decisions regards my finances.

I would recommend PLS.

Advice given has simplified my finances and I feel confident in the arrangements. Friendly team and they always have time for you.

I contacted Charles for advice about two existing personal pensions that I wanted to make changes to and move to another provider. Charles explained all of my options clearly, made the transition to the new provider smooth and efficient and kept me informed every step of the way. I highly recommend Charles and the team for any financial advice you may need and I will use their services again in the future.

Extremely knowledgeable, listened and advised accordingly. Options were given to consider and discuss. Help with making the right decision for me. My investments and needs were dealt with great care and attention and made simple for me to understand. Highly recommended!

From start to finish they were extremely helpful, kind & very professional. I was guided through the process of setting up annuity-which seemed a nightmare to me- but they did it all with ease & were very patient! I would highly recommend them. The whole team were fantastic.

I wish I'd met this financial adviser when I was setting up my pensions. He actually focussed on my issue and the outcome I was seeking, not on what he might be able to sell me. He clarified the issues, gave useful advice and pointers. Thought out loud with me and gave me the benefit of his knowledge.
Greatly appreciated; would certainly return.