521 reviews | 23 verified advisers
I have no suggestions for improvement—Chris is personable, attentive, and takes a genuine interest in my situation. He ensures I’m always well-informed about the progress of my investments.
As part of my employment, the company provides us with annual or biannual pension reviews.
For the past eight years, I’ve had regular meetings with Chris, who has provided valuable support in keeping me updated on my pension performance and the overall value of my retirement benefits.
While I have not yet retired, I find the potential retirement income projections reassuring and encouraging.
I do no think there is anything that could be improved on, I very happy with the level of service I am receiving.
I have regular pension reviews with Chris via my employer.
Chris (Cullen Wealth) provides regular updates and information regarding my pension on how it's performing and looking at the level of risk the fund is being invested in.
I do not currently plan to retire in the foreseeable future so I'm aiming for my fund to keep steadily growing, at the moment the fund is still doing this so I'm very happy with it's progress.
I don't think there's anything that could have been done better, as I have always been happy with the service received.
I felt the need to review and consolidate my pension options at that time, and cullen wealth were recommended by my accountant.
Mathew continued to advise me following the implementation of recommendations from previous consultants in the cullen wealth team. Matthew has given consistently good advice and options which gave me control over my pension choices, all delivered in the most friendly and professional way. I will miss our regular meetings and updates.
Yes I believe that the outcome will be the best option for my circumstances, but obviously only time will tell.
NA
Pension planning advice
Consolidation of pension portfolio, investment advice though Stocks and Shares IAS and retirement cash flow forecasts
Looks promising and all on plan for early retirement later this year
None
Following retirement myself and my husband both had pension pots and needed advice re investment
We review our savings yearly. He advises us re the market, our profits etc. We assess our risk profile
Yes