Philip Challinor

Review from verified client

September, 2015

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

see below.

How has Philip Challinor helped you?

We found Phlip through a friend when our FSA sold her business and were unhappy with her successor. His refreshing modern approach (paperless office for example) enabled us to reevaluate and bring up to date our financial position in retirement using simple and understable analytical tools. We have now agreed the way forward and made many changes that are appropriate to our current and medium terms needs. He will ensure that we review them regularly in the light of our personal and investment circumstances. He is always accessible for queries and responsive. Investment information is available on line. The agreed fee structure is very transparent and much better value as is the quality of advice and service we receive.

Have you seen the outcome you were hoping for?

In the last year we had to reinvest a legacy following my mother in law's death and his advice was invaluable.

What could they have done better?

We have been with Philip since 2012 and are delighted with the advice and service we receive We meet as frequently as necessary.

Review from verified client

March, 2013

How has Philip Challinor helped you?

Provides a very balanced view of the market and investment opportunities, in a calm and collected manner. He seems to listen to my requirements and responds with appropriate advice and options that suit my needs.

Review from verified client

March, 2013

How has Philip Challinor helped you?

He listens and wikles out what the client really means/needs. He is extremely approachable. He avoids jargon and makes extremely clear presentations. My wife and I have had experience of several, bank based, "advisors" in the past; our experience was that, in the main, these were well trained salesmen/women who used just enough jargon to put the customer in his place. Further there was no clarity as to the cost of their advice. With Philip you get exactly what it says on the tin. There is complete clarity as to costs. Aready his advice has proved financially rewarding.

What could they have done better?

Philip has already asked us this question; this in itself is a first! We have given him our 2 minor suggestions for modification in respect of dealing with us. The first point which we commented upon had to do with disclosure of information to 2 of our adult children who were attending our first meeting with him. This was entirely down to us (my wife and I) not setting parameters to the discussion which Philip could not possibly have known about. The second is a minor point concerning how correspondence is addressed to us; this has already been corrected.

Review from verified client

March, 2013

How has Philip Challinor helped you?

We found Phlip through a friend when our FSA sold her business and were unhappy with her successor. His refreshing modern approach (paperless office for example) enabled us to reevaluate and bring up to date our financial position in retirement using simple and understable analytical tools. We have now agreed the way forward and made many changes that are appropriate to our current and medium terms needs. He will ensure that we review them regularly in the light of our personal and investment circumstances. He is always accessible for queries and responsive. Investment information is available on line. The agreed fee structure is very transparent and much better value as is the quality of advice and service we receive.

What could they have done better?

We are still in the first year of our relationship so contact has been driven by initial analysis and implementation of actions and contact has been frequent. We will now have to agree the frequency of future meetings but assume that the level of service will continue at the current high levels even as his business grows.

Review from verified client

February, 2013

How has Philip Challinor helped you?

PhilÂ’s ongoing advice and guidance on our overall financial position is invaluable. His approach of explaining finances simply with diagrams makes it very easy for us to understand.... I know he is acting in our best interests and it is a refreshing change to deal with someone so trustworthy and not motivated by selling the latest must-have financial product. My husband and I are confident our financial future is in good hands and we continue to have no hesitation in recommending Phil to friends and colleagues.

Review from verified client

February, 2013

How has Philip Challinor helped you?

When we met with Phil and discussed our situation at the time, he took on board everything we discussed and asked the necessary questions in order that he was able to gather all the information required to understand our situation, goals and attitude to risk & saving. Phil was then able to clearly explain our current position and demonstrate how we could make changes to improve what we were already doing, as well as make suggestions on areas we had not thought about previously. Following the meeting, Phil quickly followed up on the matters we had discussed and assisted us in implementing the plans which we wanted to move ahead with. Overall, a thoroughly professional, effective & efficient service which we are extremely happy with.

What could they have done better?

Nothing springs to mind.