Reviewed for

Insurance and Protection ( 4 )

Pensions ( 7 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 9 )

Reviewers' assets

£500k+ ( 4 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Client reviews

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Fife

What were the circumstances that caused you to initially look for an adviser?

Needed help with pensions.

How has Adrian Pickersgill helped you?

Found out all the facts and then explained very clearly exactly what my options were. No questions is too silly to ask and Adrian has a great 'bedside' manner which is so important when dealing with pensions which are so complicated and difficult to understand. I can't recommend him highly enough and will be consulting him in the future on other financial matters.

Have you seen the outcome you were hoping for?

have deferred pensions till 65.

What could they have done better?

Absolutely nothing!

First impression from a user who is not yet a client

June, 2013

Overall

Please provide a brief comment about your experience with Adrian

Very pleased with the responce from Adrian and his business partner Phil and as a result we have moved our investment funds to their Company: Chatfield Private Client

First impression from a user who is not yet a client

May, 2013

Overall

Please provide a brief comment about your experience with Adrian

I wish that I had contacted an IFA sooner

First impression from a user who is not yet a client

April, 2013

Overall

Please provide a brief comment about your experience with Adrian

Review from verified client

March, 2013

Overall

Advice

Service

Value

Based in Dorset

How has Adrian Pickersgill helped you?

Adrian has been to known to me for 4 years and in 2012 started advising me in financial planning as my professional property investing business has grown. In a couple of key meetings now spanning some 4-5 hours plus follow up calls he has quite literally stopped my business from being subject to life assurance risk on a very large scale in several key areas. The full picture advice and ongoing telephone support I think has been second to none. I would recommend any business large or small to have a look at Chatfield and see if they can make a difference. My company website has a direct referral recommend for Chatfiield for good reason at HatchardHomes.co.uk. A real pleasure doing business with this company and they deserve to do very well in the future. Well done. 'Hagar' J P Hatchard Hatchard Homes Ltd/Hatchard Developments Ltd.

What could they have done better?

Nil

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Adrian Pickersgill helped you?

Explains complex issues in layman's terms. Has plenty of patience to talk through everything. Makes investments that are in line with approach to risk.

What could they have done better?

Looking for something to say here, but believe that Adrian has got it right so far.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Lancashire

How has Adrian Pickersgill helped you?

It's evident to me that Adrian has a deep understanding of financial management and planning. With his guidance and advice my investments have grown at a faster rate than at any time previously. Fixed low cost charges offer great value for investors with small or large funds/assets and are easily understood. Regular reviews of income performance married to low costs make for substantial portfolio growth. Not only this but assessing and planning for the long term assures clients of future financial security. I can wholeheartedly recommend the services of Adrian and his company

What could they have done better?

I consider the service to be first class and it regularly exceeds my expectations. I honestly don't think I could suggest improvements as Adrain is in front of me with innovation and change.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in London

How has Adrian Pickersgill helped you?

I appreciate how Adrian always has time to listen and addresses all points raised with practical advice and demonstrates how to approach situations with a different solution if you maybe your first idea wasn't the best - always turning a negative into a positive. I know I can speak to my advisor in full confidence and that he fully understands us and where we are heading on our journey in order to give the best advice possible.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Shropshire

How has Adrian Pickersgill helped you?

Adrian is very thoughtful and looks at things in a very different manner to most. Adrian approaches financial planning from a long-term 'safe and secure' approach which helps when you as a business owner are too focused on the day-to-day running of matters. The financial life planning software that Adrian uses helps predict your financial future which is can help determine what cashflow you will need in the future to sustain your retirement. This can be quite eye-opening! Clearly it is better to know about this sooner rather than later as you can make changes during your working life rather than arriving at retirement and finding out you do not have enough money to retire with!

What could they have done better?

This is difficult to answer as quite honestly, Adrian is very good at communicating with his clients and holding regular meetings to ensure you are on track financially. I am impressed with the service delivered and the information and clarity that comes out of financial planning meetings.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Fife

How has Adrian Pickersgill helped you?

Found out all the facts and then explained very clearly exactly what my options were. No questions is too silly to ask and Adrian has a great 'bedside' manner which is so important when dealing with pensions which are so complicated and difficult to understand. I can't recommend him highly enough and will be consulting him in the future on other financial matters.

What could they have done better?

Absolutely nothing!

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Durham

How has Adrian Pickersgill helped you?

Adrian's knowledge and personal expertise in the area of personal finance is vast. This gives me absolute confidence to recommend both Adrian and his company Chatfield to anyone who needs detailed financial planning advice.

What could they have done better?

No problems, I cannot fault Adrian or Chatfield.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Adrian Pickersgill helped you?

Adrian took the time to comprehensively understand the financial products and investments that my husband and I have, and what our goals are for the future. He thoroughly tested, and explained, our attitudes to risk before suggesting ways of moving forwards. Adrian was always approachable, helpful, professional and very knowledgeable. He has provided an efficient service that we have been very impressed with. AdrianÂ’s advice has provided clarity, practical solutions, and, has been invaluable to us.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in Wiltshire

How has Adrian Pickersgill helped you?

I have know Adrian for a number of years and have always been very impressed by his level of knowledge regarding financial markets, his attentions to detail and most importantly his integrity. As a client of Adrian I have to say I have been delighted by the results he has generated for me. I would have no hesitation in recommending Adrian as a Financial Adviser, in fact I already have on several occasions.

Review from verified client

February, 2013

Overall

Advice

Service

Value

Based in West Midlands

How has Adrian Pickersgill helped you?

They are a particularly strong set of advisers who look after the whole of my wealth enhancing / protection needs, where nothing is too much trouble, this enables me to get on with my business knowing that my back is being covered by them. They are extremely good at proactively advising me in a thoughtful, extremely well informed manner where everything is dealt with efficiently and promptly.

What could they have done better?

n/a