Carl Vaissiere

Chord IFA

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 6 )

Pensions ( 11 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 11 )

Reviewers' assets

£200k - £500k ( 2 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 7 )

Client reviews

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Carl

Very informative

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Carl

Very professional and thorough.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Need for pension and investment advice.

How has Carl Vaissiere helped you?

Good grasp of our needs and goals, combined with well-informed expert advice. Helped to clarify options at all key points. Excellent response time to any queries and efficient delivery of documentation and process.

Have you seen the outcome you were hoping for?

We now have an appropriate financial strategy in which we have confidence.

What could they have done better?

In discussions additional copies of documents might have made some technical items more immediately accessible.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Cambridgeshire

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

I needed to sort out a new pension and also looked to remortgage.

How has Carl Vaissiere helped you?

Carl is very approachable and advises on financial schemes which he thinks would be of benefit to me.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Cambridgeshire

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

Investment of a divorce settlement.

How has Carl Vaissiere helped you?

He was helpful in explaining and helping me to understand what was involved in a no nonsense manner.

Have you seen the outcome you were hoping for?

So far yes.

What could they have done better?

Nothing, I felt that I was under no pressure and that I was in control at all times to sign paperwork and that he was willing to make appointments that were convenient to me.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Carl

Very informative. Carl was highly knowledgeable within the areas that I required help and information. He was very polite, professional , understanding and considerate while dealing with my questions and concerns.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Carl advises in a very clear and understandable manner which in turn increases ones confidence in him. It is very important to have confidence in the person who advises on Investments. He is very approachable and is at pains to ensure that his clients fully understand the full extent of their actions. Carl makes suggestions on certain investments based on his knowledge and expertise but is also very aware of the clients need to be happy with his suggestions. I have never used the services of an IFA before, but I would recommend the services of Chord to anyone who asked. His paper-work is presented in a coherent and understandable fashion - again increasing ones confidence.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Carl has been very thorough in dealing with our case, and provided a good friendly service throughout. Realisitc advice with sensible advice on risk and protection.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

My wife and I have relied on Carl for sound and robust financial advice for over 10 years. Carl is able to deliver on our needs throughout the year and assist us in a professional manner with sometimes very difficult decisions. Having started a new business three years ago we have also been able to rely on Carl to assist us in areas such as health care and pensions.

What could they have done better?

Provision of a summary email post our meetings with Carl would be useful.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Carl is very approachable and friendly, he puts you at ease and ensures you feel fully in control. Thus he acts as "it says on the tin"-- adviser -- and not a sales pitch - absolutely no pressure. He spends time explaining in layman terms the items that are a bit "specialist" to understand. When visiting is happy to spend as long as it takes with his customers until they feel all business is complete and ensures his clients are happy they understand all aspects of options presented, to enable an informed decision. He is very flexible and will accommodate those who have busy schedules.

What could they have done better?

Not anything I can think of at present!

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

For many its unchartered territory when we first make the important leap to use an IFA . I feel Carl does very well explaining the world of pensions and investments in a way that I could grasp.I found Carls style very friendly & personable .Very good fitting appointments around our often busy worlds, so good flexibility here. Very repsonisive and communicative .I have and will continue to recoomend Carl to both friends & Colleagues.

What could they have done better?

For me Carl does not require any areas of improvement

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Will explain every aspect to your satisfaction. No question too dumb. He has detailed knowledge of all financial services.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Carl understands clearly our priotrities and advises appropriately to meet our needs.

What could they have done better?

N/A

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Carl has been a great help in advising me and planning investments to bring in maximum income over several years. He always explains things clearly and is happy to go over any queries with me. He is always polite and punctual. It's good to have an adviser that I can rely on.

What could they have done better?

I cannot think of anything that requires improvement!

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

Listens carefully to my needs and concerns, consequently relates to my investment concerns and offers advice accordingly which to date has been very satisfactory

What could they have done better?

I am more than happy with the skill set offered

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Carl Vaissiere helped you?

He comes to me and works around my busy schedule which is invaluable. He makes the effort to discuss my personal and business life and gives excellent recommendations where appropriate.

What could they have done better?

I have no idea how much he earns from me but I do have complete trust that he has my best interest at heart so the cost isn't as important as I know I'm being well looked after. I'm also sure that if I called and asked how much he had earnt from me as a client that he would give a speedy and transparent response.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Nottinghamshire

How has Carl Vaissiere helped you?

Carl has the exact attributes you need in order to keep up with the latest regulations and products available on the market. He takes a keen interest in tracking the performance of investment managers and their funds, and takes the time to get to know your exact requirements so that he can then tailor his recommendation to suit you. The modern marketplace can be very complicated and confusing and I am very glad to have Carl guiding and supporting my choices.