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ilumiti Reviews 

605
TrustScore 5 out of 5

5.0

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Review summary

Created with AI, based on recent reviews

Considering 53 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently mention that the financial advisors are extremely knowledgeable, polite, and entirely capable of explaining complex pension options in plain and understandable language. People deeply appreciate the approachable, welcoming, and friendly attitude of the team during every single consultation session. Reviewers also note that the online meetings are well-paced, highly professional, and tailored specifically to individual retirement goals without any pressure. Many clients highlight that their questions are answered clearly and thoroughly. Consumers consistently feel much more confident, well-informed, and secure regarding their financial future after receiving this valuable guidance.

What people talk about most

Staff

Customers report extremely positive experiences with staff, highlighting their knowledge, professionalism,... See more

Customer service

Clients share positive opinions on customer service, highlighting efficient communication and professional... See more

Service

People report positive experiences with service, highlighting exceptional and professional guidance regarding... See more

User experience

Reviewers highlight positive aspects of user experience, describing the sessions as informative, enjoyable,... See more

Reviews shaping this summary

Rated 5 out of 5 stars

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... See more

Rated 5 out of 5 stars

From day one meeting my advisor I could tell he understood my financial life plan and he never deviated from putting this plan into action in order to achieve my goals. Just a wonderful service, such... See more

Rated 5 out of 5 stars

Very happy with the advice I got from Ilumiti consultant Andy Johnston about my ill health retirement option. He analyzed all the information I gave him about my case, which was somewhat complex and a... See more

Rated 5 out of 5 stars

The consultant, Andy, described concisely all the factors which need to be taken into account when trying to make a decision on the PIE offer. Any questions which I had during this process, he was abl... See more


Company details

  1. Financial Planner
  2. Financial Consultant

Written by the company

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.


Contact info

5.0

Excellent

TrustScore 5 out of 5

605 reviews

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5.0

All reviews

(605)

49 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

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.

December 21, 2023
Unprompted review
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Reply from ilumiti

Thank you for your review Anthony. Dan

Rated 5 out of 5 stars

Very good experience

I had a great experience speaking with Jack about pensions and personal investments. He is personable and highly professional. Would recommend.

November 29, 2023
Unprompted review
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Reply from ilumiti

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

Rated 5 out of 5 stars

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.

November 27, 2023
Unprompted review
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Reply from ilumiti

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

Rated 5 out of 5 stars

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 .

September 20, 2023
Unprompted review
Rated 5 out of 5 stars

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.

September 25, 2023
Unprompted review
Rated 5 out of 5 stars

Jack Saunders was fab explained…

Jack Saunders was fab explained everything really well as well as listened to my expectations. Thanks definitely recommend

August 22, 2023
Unprompted review
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Reply from ilumiti

Hi Maxine, Thank you for your kind words! We are so glad that you are happy with our services

Rated 5 out of 5 stars

PIE advice

Very clear and helpful advice

August 11, 2023
Unprompted review
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Reply from ilumiti

Thank you for your review Nigel

Rated 5 out of 5 stars

Very efficient service

Very professional and very patient with explanations of complex finance. Would definitely recommend! Thanks, Ben!

August 8, 2023
Unprompted review
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Reply from ilumiti

Hi Jack, Thank you for your review! We are so glad that you found the session useful.

Rated 5 out of 5 stars

Great advice provided

Really great advice and explained things clearly. Would definitely use again

August 4, 2023
Unprompted review
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Reply from ilumiti

Hi Richard, Thank you for taking the time to write a review. We value your opinion.

Rated 5 out of 5 stars

I know next to nothing about pensions…

I know next to nothing about pensions and I received clear, concise guidance about how I could potentially maximise my income during retirement.
Definitely put my mind at ease!

August 4, 2023
Unprompted review
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Reply from ilumiti

Hi John, We are glad that you found the session to be informative and helpful

Rated 5 out of 5 stars

Jack was absolutely fantastic

Jack was absolutely fantastic.

He gave me all the information I needed and more. Was really informative about all the topics.

Fantastic at his job.

August 3, 2023
Unprompted review
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Reply from ilumiti

Hi Tom, Thank you for your support and kind words for Jack - I'll be sure to pass them on.

Rated 5 out of 5 stars

Pension options

Had a good conversation with Jack re a potential pension transfer. He listened to my needs and then went through all the options in detail giving the pros and cons of each one. In the end was able to come to decision thanks to Jack”s advice.

July 31, 2023
Unprompted review
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Reply from ilumiti

Hi there, Thank you for your kind words, I'll pass on the feedback to Jack.

Rated 5 out of 5 stars

Straightforward conversation to support…

Straightforward conversation to support a pension decision. Jack asked questions to understand my circumstances and aspirations. Felt supported to complete a necessary, but dreaded task.

July 26, 2023
Unprompted review
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Reply from ilumiti

Hi Yvonne, Thank you for leaving a review, it really helps us.

Rated 5 out of 5 stars

Friendly clear advice

Good advice and gave clear synopsis of my options and helped me make an informed decision

July 28, 2023
Unprompted review
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Reply from ilumiti

Thank you for leaving a review

Rated 5 out of 5 stars

Excellent Customer Service

The advisor I spoke with was very nice and helped me understand my options and gave me the chance to ask questions or clarify any details I was unsure of.

July 21, 2023
Unprompted review
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Reply from ilumiti

Hi Sharon, Thank you for your kind words. We are always looking for ways to improve our services, and your feedback is valuable to us.

Rated 5 out of 5 stars

Informative pension meeting

Jack was very knowledgable and provided good advice.

July 12, 2023
Unprompted review
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Reply from ilumiti

Hi Reema, thank you for your review, I'll pass on your kind words to Jack

Rated 5 out of 5 stars

Good and informative advice

The person I had was very informative and helpful with suggestions and ideas for me to look at which has now given me good ideas what to do going forward. Pre-preparation helps if you need this service and the form pre-sent did that hence made it easy to discuss issue etc.

June 22, 2023
Unprompted review
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Reply from ilumiti

Hi Ian, We are grateful for your feedback.

Rated 5 out of 5 stars

Great service presented very well and…

Great service presented very well and made you feel at easy. All questions explained and information easy to understand.

June 21, 2023
Unprompted review
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Reply from ilumiti

Hi Mark, thank you for leaving a review for us, it helps us to grow as a company.

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