Spentwell Financial Service in Edinburgh

Reviews

1. Collette Norval ★★★★★

   We recently worked with Keith at Spentwell to review our finances and put a plan in place to help us achieve our financial goals. We loved the human-centric approach at Spentwell with Keith really taking the time to get to know us, our relationship with money, our spending habits and our goals for our financial future and the goals we have for our children. Keith always explained things clearly and outlined everything in detail from the outset. We feel much more confident in our savings and investing journey going forward and wouldn’t hesitate to recommend Spentwell to anyone looking to gain more clarity and peace of mind around their finances.

   almost 10 months ago
2. Mark Campbell ★★★★★

   We had a fantastic experience working with Keith at Spentwell. I have put off getting financial advice for too long as every time I looked around I found it hard to relate to the marketing as many websites seemed to have an overly corporate image and appeared too stuffy and complicated. A chance meeting with Keith caused me to realise Spentwell was not like this at all! Keith's approach was very straightforward, cutting through all the jargon. He was keen to understand our goals, took time to research our best options and gave us a very clear plan to put everything into practice. All of this was done in a very friendly and respectful manner. I would highly recommend Spentwell if you're looking for financial advice.

   1 year ago
3. Sigurd Watt ★★★★★

   Keith is a real professional, he gave me some fantastic advice on financial planning and resources which I could access in order to learn more about this topic. He is very generous with his time/knowledge and genuinely wants the best for his clients. If you have any questions / are looking for help planning your financial future then do not hesitate to give Spentwell a call. Thanks very much !

   1 year ago

1. David Wilcock ★★★★★

   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!!

   1 year ago
2. Katie Hughes ★★★★★

   From the beginning, Keith was incredible. He was approachable, friendly and professional throughout. He put both myself and my partner at ease with our finances, and made all steps really clear and easy for us to understand. I could not recommend Keith more and I look forward to working with him more in the future.

   almost 3 years ago
3. Chris West ★★★★★

   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

   almost 3 years ago

1. 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.

   almost 5 years ago
2. Michael Pownall ★★★★★

   My wife and I used Spentwell in order to give us view of our finances from now until retirement. Keith ran a few models and stress tested the assumptions. It's given us a real help on our next house purchase, how we can support our children as they grown and then what our retirement may look like. This advice is priceless in my view as it's shaped how we manage our finances going forward. Keith did all the leg work one we were happy with his suggestions and I'm very grateful for all his help. We never thought we were the type of people that would need an advisor but Keith took all the mystery out of the process and we couldn't be happier. Highly recommended!

   almost 5 years ago
3. 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.

   almost 5 years ago

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