Read some of the many kind words our clients have said about our company, our team, and our service.
What were the circumstances that caused you to initially look for an adviser?
Pension Review
How has Charlie helped you?
Charlie looked at my current value, advised me to retain with current provider until aged 60 unless circumstances change.
Have you seen the outcome you were hoping for?
Yes, I am now confident that my Pension is ok and I do not need to do anything differently.
What could they have done better?
Nothing; everything was explained in plain English in a professional manner that was easy to understand.
Client based in Merseyside -October 2024
What were the circumstances that caused you to initially look for an adviser?
Family bereavement
How has Charlie helped you?
There has been a thorough exploration and clarification of the situation towards an end strategy
Have you seen the outcome you were hoping for?
The final details of the strategy are in process at the moment
What could they have done better?
Perhaps more information about online share tracking and performance could have been given
Client based in Lancashire - February, 2024
What were the circumstances that caused you to initially look for an adviser?
Pension advise
How has Charlie helped you?
He has helped me get my tax-free sum from the pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Client based in Cheshire - October 2023
What were the circumstances that caused you to initially look for an adviser?
I was looking to split my investments into a managed portfolio
How has Charlie helped you?
Charlie gave me sound advice and listened to what I had to say. He is transparent and provides clear explanations of investments and the current market.
Have you seen the outcome you were hoping for?
Yes,
What could they have done better?
Nothing that I could think of.
Client based in Lancashire - October 2023
What were the circumstances that caused you to initially look for an adviser?
Consolidate numerous private pensions.
How has Charlie helped you?
More than helpful, explained everything in layman’s terms.
Have you seen the outcome you were hoping for?
Yes, well impressed and good returns within a matter of months.
What could they have done better?
Nothing, totally happy with service, have recommended friends.
Client based in Lancashire - October 2023
