26 reviews | 5 verified advisers
Review for Chris Masley
What could they have done better?
Nothing that I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
I didn’t look for an advisor, it came as a benefit of my employment.
How has Chris helped you?
He has helped me to understand how to align my expenditure with my investments and long term goals.
Have you seen the outcome you were hoping for?
Yes
Review for Luke Bramall
What could they have done better?
I would like Luke to reach out more during the highs, and especially the lows, as I am probably more of a needy client who needs more reassurance.
What were the circumstances that caused you to initially look for a financial adviser?
I needed access to someone who could help me plan for my future retirement - I needed financial experience, support, advice and a common sense attitude (no hard-sell) to help me navigate my financial future.
How has Luke helped you?
Luke is a very considered adviser - I never feel pressured, and I’m never pushed into making financial decisions that I am not comfortable with. He provides considered and understandable explanations and is never pushy. It’s fair to say that there have been ups and downs over the last few years, but I still have confidence that Luke has my best interests at heart.
Have you seen the outcome you were hoping for?
In part, but not as consistently as I would really like, but sadly that’s outside of Luke’s control.
Review for Chris Masley
What could they have done better?
From my personal point of view I feel I get excellent client care
What were the circumstances that caused you to initially look for a financial adviser?
Divorce and financial settlement from same
How has Chris helped you?
Chris has guided me for quite some time I am a 'careful' investor and he has always advised me along those lines. He is available if I have concerns or wish to clarify/change something and has always given me 'best advice'.
Have you seen the outcome you were hoping for?
Yes - needing my finances to see me through a comfortable retirement.
Review for Luke Bramall
What were the circumstances that caused you to initially look for a financial adviser?
I looked for a new advisor following the retirement of my previous advisor. He recommended Luke and I was very happy with his suggestion.
How has Luke helped you?
Luke has taken time to get to know me so that he can provide the best service possible. He has followed up on all of my pensions, managed my investment portfolio with diligence and recommended ethical investments that I had not previously considered.
Have you seen the outcome you were hoping for?
Yes, I am delighted with all the work Luke has done for me. I trust him implicitly.
Review for Luke Bramall
What could they have done better?
Nothing comes to mind.
What were the circumstances that caused you to initially look for a financial adviser?
Recommended. Needed independent investment advise as my net worth increased and i approached retirement.
How has Luke helped you?
Luke has recommended a variety of investments that are balanced to my risk appetite and incorporate sensible tax planning.
Have you seen the outcome you were hoping for?
Yes. I am satisfied with my portfolio mix and returns. I am regularly updated in clear concise portfolio reviews.
