57 reviews | 2 verified advisers

Selection of recent reviews. Read all reviews

Review for Craig Chandler

November 2021

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

To seek advice on consolidating a number of smaller pensions and changing the beneficiaries of a main pension.

How has Craig helped you?

Craig helped me to understand the pros and cons of drawdown at the earliest opportunity and to change the names of the beneficiaries on my main pension.

Have you seen the outcome you were hoping for?

The beneficiaries have been changed and Craig has given me instructions on how to proceed to obtain the value of a pension I can drawdown early.

What could they have done better?

Nothing

Review for Edward Chandler

November 2021

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

I have several small pensions that are of low value and I was looking to see how best to improve my overall income when I retire.

How has Edward helped you?

Advised which pensions to keep as they are and which to cash in so I could invest the lump sum and income elsewhere. Also helped me sort out beneficiaries etc.

Have you seen the outcome you were hoping for?

Yes, I now have a healthy pension pot and get regular weekly news feed via email.

What could they have done better?

Nothing, just wished I lived closer to their base

Review for Craig Chandler

October 2021

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

My father and grand father past away

How has Craig helped you?

My grand father passed away and then my father passed away while he was dealing with my grandads affairs, leaving myself to deal with both. Craig has been invaluable with his help & advice as I dealt with the estates, ensured my mothers pension income meets her needs, re-investing the inheritance and planning for the future.

Have you seen the outcome you were hoping for?

Yes I’m very happy with the outcome

What could they have done better?

Nothing

Review for Edward Chandler

October 2021

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

My father passed away & my grand father passed away

How has Edward helped you?

My father passed away while in the process of handling my grand fathers financial affairs, leaving me to manage both, Ed’s advice has been invaluable in helping me through this time, managing investments, inheritance and helping me to ensure my mother and grandmothers pensions & financial affairs are in order

Have you seen the outcome you were hoping for?

Yes I am very happy with the outcome

What could they have done better?

Nothing

Review for Craig Chandler

May 2021

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

Early retirement.

How has Craig helped you?

Sorted out my finances to be able to retire without worrying about my income.

Have you seen the outcome you were hoping for?

Yes it has really benefited my wife and I. Without there advice we would not be in the healthy position we now find ourselves in.

What could they have done better?

In my opinion they did everything possible to help us in our situation.