532 reviews | 21 verified advisers
Review for Chris Marsh
What were the circumstances that caused you to initially look for a financial adviser?
Workplace-provided pension adviser
How has Chris helped you?
Chris creates a very friendly and comfortable environment. He answered all my questions fully and provided great advice that I feel will make any future decisions regarding my pension a lot easier.
Have you seen the outcome you were hoping for?
I feel far more knowledgable about my situation now and for the future, and I feel I can make more informed decisions from his advice.
Review for Chris Marsh
What were the circumstances that caused you to initially look for a financial adviser?
My company provides access to independent financial advisor at Cullen Wealth, and I meet with Chris every 2 years for a review of my pension and retirement planning.
How has Chris helped you?
Chris took the time to understand my personal financial circumstances and helped me explore the options available to me, ensuring my plans align with both my desired workâlife balance and long-term retirement goals.
Have you seen the outcome you were hoping for?
Yes! After much volatility in the markets over the 8 years I have had this pension, it is performing incredibly well.
Review for Chris Marsh
What were the circumstances that caused you to initially look for a financial adviser?
I did not personally seek an advisor, Chris works for our company.
How has Chris helped you?
Provided me with invaluable advise and pension care.
Have you seen the outcome you were hoping for?
Yes
Review for Chris Marsh
What were the circumstances that caused you to initially look for a financial adviser?
Our employer hired Chris as out pension advisor
How has Chris helped you?
Chris is always helpful by going through my pension plan, what risk level I should take, give good financial advice.
Have you seen the outcome you were hoping for?
Yes my pension is growing significantly
Review for Chris Marsh
What could they have done better?
Nothing springs to mind - I was very satisfied with both the advice and the service
What were the circumstances that caused you to initially look for a financial adviser?
My company provides access to independent financial advice as an employee benefit, and I meet with Chris for a review of my pension and retirement planning.
How has Chris helped you?
Chris took the time to fully understand my personal situation and walked me through my options clearly and thoroughly. He provided detailed cashflow modelling which gave me real confidence that my financial plan is on solid ground. He also flagged some important areas I hadn't fully considered, which was really valuable.
Have you seen the outcome you were hoping for?
Absolutely. I left the meeting with a clear plan and concrete next steps, feeling genuinely reassured about my financial future. Chris is very easy to talk to and clearly knows his subject well.
