Palantir Financial Planning

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Reviews

1. Niall Campbell ★★★★★

   My wife and I sought advice from Eamonn regarding the pension pots we had accumulated during our working life, together with related advice on investments. Eamonn is personable, knowledgeable and detail-oriented, and took time to outline the various options available (and to explain them, where necessary). He provided detailed recommendations, which we have followed, and the relevant arrangements regarding income and investment are now in place. We are very happy with our choice of adviser and we look forward to a productive professional relationship.

   almost 6 months ago
2. Paul Fisher ★★★★★

   We received a very personal service and Eamonn took a great deal of time discussing our requirements. I would certainly recommend Palantir Financial Services and only wish we had done it years ago.

   almost 7 months ago
3. James Young ★★★★★

   Eamonn provided excellent professional, knowledgable advice on a pension matter. Additionally, he did it with great honesty and integrity which put my best interests first. I would highly recommend him.

   almost 3 years ago

1. chris lamb ★★★★★

   I have used Palantir Financial Planning for a number of years and have found that the service they provide to be excellent. They are knowledgeable about all aspects of the financial markets. If there any changes to legislation I am advised immediately. Their advise has help me reduce my tax liability. I would highly recommend this company if you need assistance with your financial planning.

   almost 3 years ago
2. Dave Richards ★★★★★

   Like others posting recommendations below , I was referred to Eamonn by another Financial Adviser to manage the process of moving funds from a DB scheme into a SIPP , something for which specific FCA authorisation is required. The process is somewhat onerous and made worse by the poor client service and processing performed by the fund manager. By contrast Eamonn was extremely pro-active and demonstrated a degree of professionalism and market knowledge sadly lacking in the fund manager. We exchanged many calls and e-mails and he was extremely responsive and at pains to explain the process and what was required. He identified several errors in the fund managers submissions and ensured the transfer was finally completed . I would be happy to recommend his services in this forum .

   almost 3 years ago
3. Lynn Smart ★★★★★

   Eamonn handled my recent Equity Release very efficiently and in a very client friendly way. He answered questions quickly and was easy to work with. He offered helpful advice at our face to face meetings and I felt at ease with the entire process. I would have no hesitation recommending him to others or returning to him in the future.

   almost 4 years ago

1. Alan Hyde ★★★★★

   Eamonn handled the transfer of my employer pension. It took a while an involved a lot of paperwork but Eamonn handled it very well throughout. He responds to emails promptly and he kept me informed throughout the process. Recommended.

   almost 4 years ago
2. Khalid Khan ★★★★★

   I was introduced to Eamonn as a pension-transfer specialist by another adviser. Eamonn took on the complex and unusual transfer and consolidation of several pension schemes (made even more tricky by stringent requirements of my employment), and achieved complete and unprecedented success. I particularly appreciated his alertness, responsiveness and enthusiasm, and found his general advice about my situation to be extremely useful. I thoroughly recommend his services.

   almost 4 years ago
3. Hasan Volkan ★★★★★

   It is not often I find the need to heap praise on an a person or organization ,however on this occasion I feel compelled to do so. I have been a client of Palantir financial services for two years now, and the service I receive is a complete opposite of that I received from my previous pension advisor .From the moment I was introduced to Eamonn Prendergast I was struck by how professional and knowledgeable he was, Eamonn explained in detail and in plain English how he intended to restructure my pension plan, which at the time was a bit of a mess to say the least. He explained the pros and cons of various plans in a clear and concise manor and tailored a package he thought would best suit my circumstances, the price of the plan and fees were clearly pointed out and explained. Eamonn regularly makes contact to update on issues and offer solutions to problems that may arise, his honesty and integrity is evident in all the meetings I have with him. In an industry that seems to attract more than its share of con men and charlatans, Eamonn and Palantir has been a beacon of light that shines out. For a complete peace mind I would not hesitate to highly recommend them.

   almost 5 years ago

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