25 reviews | 1 verified advisers

Selection of recent reviews. Read all reviews

Review for Charlotte Walters

March 2024

What were the circumstances that caused you to initially look for a financial adviser?

My wife and I had both had a stocks and shares isa with Scottish Widows for many years but their performance were poor. We never received one phone call or email in all that time.

How has Charlotte helped you?

At the initial meeting in June, 2023, Charlotte advised us in great detail how our money would be invested if we transferred our investments from SW. she also outlined how much it would cost us initially and the costs per year. Our assets were transferred in June, 2023.

Have you seen the outcome you were hoping for?

We had another meeting in 2023, followed by one in March, 2024. The outcome after 8 months is that our assets have increased by 12.8% but Charlotte is not content and believes the risks can be mitigated. It is great to know that our investments are being monitored regularly.

What could they have done better?

So far, in this first year I do not think that SJP could have bettered their performance. Charlotte has been excellent.

Review for Charlotte Walters

March 2024

How has Charlotte helped you since your last review?

Going through all my options for now and the future

Review for Charlotte Walters

November 2023

How has Charlotte helped you since your last review?

Very helpful and knowledgeable and has a welcoming manor and ensures review is taken in a good environmental

Review for Charlotte Walters

November 2023

How has Charlotte helped you since your last review?

She is always on hand for advice and support, I appreciate her honesty and commitment to helping me with my financial plans.

Review for Charlotte Walters

November 2023

What were the circumstances that caused you to initially look for a financial adviser?

To ensure I had enough in place for retirement and savings

How has Charlotte helped you?

Charlotte helped to join all my pensions into 1 SJP pension that is invested and managed on my behalf. Charlotte gives me simple, easy to understand breakdowns of performance and updates on the pension and also when / how / where we should make changes

Have you seen the outcome you were hoping for?

Due to covid and Ukraine the performance has not been what anyone was expecting however I can see my ISA's and pension have performed at or above the average performance

What could they have done better?

I had some queries around salary sacrifice and pension transfer where the advice offered was different to a few other peoples advice, however reasons were given and we have sorted this now.