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?
I needed to address my pension arrangements after moving self-employed.
How has Charlie helped you?
Charlie came to see me and gave me and overview of the position, got details of my financial position/arrangements, and thereafter recommended the suitable way forward.
Have you seen the outcome you were hoping for?
It's early days but, yes, Charlie advised & put arrangements in place and the rest is down to time & market conditions.
What could they have done better?
Nothing in particular - I'm happy with the service Charlie provided.
Client based in Merseyside - October 2023
What were the circumstances that caused you to initially look for an adviser?
i was thinking about my retirement
How has Charlie helped you?
set up pension and investments
Have you seen the outcome you were hoping for?
As it’s been a short period since setting up I’m not sure it’s fair to judge at this time
What could they have done better?
again it’s not the right time to offer up any critique or praise. However, Charlie has been fully transparent and I have confidence in his judgement.
Client based in Merseyside - October 2023
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions that were no longer delivering me any value
How has Charlie helped you?
Helped me quantify the benefits of consolidating my pension
Have you seen the outcome you were hoping for?
Yes, so far it all looks good
What could they have done better?
I would like an online portal where I could see the performance of each part of my pension in real time but this is not a problem for Charlie to solve on his own!
Client based in Manchester - October 2023
