Top Rated Firm 2026
387 reviews | 1 verified advisers
Review for Chris Lunt
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Transferring pension
How has Chris helped you?
Transfer of work pension to private pension and excellent advice to grow that pension in line with my long term needs
Have you seen the outcome you were hoping for?
Yes my pension pot increases by more than I draw each year
Review for Chris Lunt
What could they have done better?
Nothing really, it's all been good sound advice. See Chris every year for an update, whether things need changing etc. All good.
What were the circumstances that caused you to initially look for a financial adviser?
Had an inheritance that needed sorting / planning.
How has Chris helped you?
Chris made a few suggestions as to how he could help with the inheritance. What and where to put it.
Have you seen the outcome you were hoping for?
Yes. It's all coming good.
Review for Chris Lunt
What could they have done better?
Nothing, couldn’t have been happier with the service and advice provided by Chris and his team.
What were the circumstances that caused you to initially look for a financial adviser?
Previous pensions/financial advisor extremely poor in terms of communication. In the end before moving to Chris I lost all confidence in him and felt he was totally incompetent.
How has Chris helped you?
We now feel much happier and safer with our financial situation and this is all down to Chris and his team.
Have you seen the outcome you were hoping for?
Yes indeed.
Review for Chris Lunt
What could they have done better?
Nothing as regards my personal circumstances.
What were the circumstances that caused you to initially look for a financial adviser?
Coming up to retirement with more than one private pension, wanted professional advice on how best to go forward.
How has Chris helped you?
Advised best options regarding private pensions and also investment advice for some other monies looking to invest.
Have you seen the outcome you were hoping for?
Yes as more than exceeded expectations regarding growth of both pension and investment funds since retirement 8 years ago.
Review for Chris Lunt
What could they have done better?
Difficult to criticise any of the service
What were the circumstances that caused you to initially look for a financial adviser?
To consolidate various pensions
How has Chris helped you?
He was able to move our pensions to one provider and arrange contributions to an excellent ISA Fund
Have you seen the outcome you were hoping for?
Better than anticipated
