Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 8 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

Client reviews

First impression from a user who is not yet a client

October, 2019

Overall

Please provide a brief comment about your experience with Oliver

Initial visit with Oliver We discussed what I was looking for and is putting together a proposal.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Devon

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

Our last one passed away!.

How has Oliver Chick helped you?

took all of our financial investments pensions and savings and consolidated them all into one very helpful, useful and easily understandable position. he also gave good advice and helped us move our financial savings into a more orderly and more efficient scheme. he listened, asked us about our appetite for risk, explained the options, probed us and our answers to ensure he knew what we needed and wanted. he ensure we understood what we were doing and why.

Have you seen the outcome you were hoping for?

yes, we are in a good place and pleased with it.

What could they have done better?

He's not the most responsive, takes time to respond and needs a nudge occasionally. he is very work and outcome focussed which is great but needs to remember its humans with emotions and their life savings hes dealing with so needs to remember to engage and focus on them a well. e.g. remember hes talking to laymen and not FS experts!! Small area of constructive feedback really. Hes great overall and I do recommend him to my friends and colleagues

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

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

I was looking for advice to plan and manage my investments over the medium to long term, including setting up and managing a pension within the framework of a SIPP.

How has Oliver Chick helped you?

Oliver took the time to understand my circumstances, pension and investment objectives. He then came back with sensible and clear recommendations. After discussion of detail, I have taken his advice and he now manages my investments.

Have you seen the outcome you were hoping for?

I wanted to see reliable and robust investment growth, and this is being delivered.

What could they have done better?

Its not easy for a non-specialist like me to understand concepts like the risk-return trade off, and portfolio effect, so please keep exploring the best ways to share how this matters in a given set of client circumstances.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

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

I am self-employed and, although I had some investments and policies in place, in concentrating my energies on building my business, I had neglected my personal financial planning. I needed direction and advice on how to organise my assets, assistance with assessing the value of my various existing policies and, most importantly, with pension planning.

How has Oliver Chick helped you?

Mr Chick conducted a number of relaxed face-to-face meetings, during which he carried out a complete and thorough review of my financial affairs. He took great care to gain a clear understanding of my goals and assessed my circumstances accurately. The whole process was refreshingly jargon-free and straightforward. He presented me with a variety of alternatives, clearly outlining the considerations and impacts of each option, which allowed me to reach decisions with confidence.

Have you seen the outcome you were hoping for?

It is now some years on from our first meeting, and I am very pleased with the way Mr Chick actively manages my investments throughout the year with minimal input from me, as this is a great benefit to my time management. I appreciate the time and care taken with our annual reviews, and I value the quality of Mr Chicks continued advice. I receive a genuinely personal service, with options specific to my circumstances, and we have developed a trusting relationship. Last, but not least, I am pleased with the investment performance achieved.

What could they have done better?

Nothing. Mr Chick's administrative support is first-rate. The charging structure is transparent and I consider the fees charged to be value for money considering the investment figures achieved. Mr Chick is reassuringly professional. He has an extremely accessible approach and his ability to adapt and adjust to the constant challenge of money management inspires admiration and confidence.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

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

I needed to secure my retirement.

How has Oliver Chick helped you?

He gave me confidence, in a very dismal current world for savers.

Have you seen the outcome you were hoping for?

Yes, and more.

What could they have done better?

I really can't fault him, although I did feel a little awkward at the beginning asking for repeated explanations and assurance; but this was my fault not his. When you are investing for your future , it is a very worrying time and one can feel very vulnerable. Oliver came highly recommended to me by close friends, and this helped tremendously .

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Need for financial planning with regard to pensions for both my wife and myself throughout our careers. However as we approached retirement more advice was required in respect of inheritance planning, as well as investments and savings into retirement.

How has Oliver Chick helped you?

Oliver has been providing excellent advice for over 7 years. With his guidance we have been able to organise our finances to provide us with the income we require into retirement. By thoroughly analysing our attitude towards risk we have always had complete confidence in the advice that Oliver has provided. We have also been able to complete our inheritance planning including making financial provisions for our grand children.

Have you seen the outcome you were hoping for?

We have every confidence that our finances will cover all eventualities throughout retirement. We have seen excellent yearly results from our investments, in spite of the complex financial situation. We also believe that we have optimised the amount that will eventually be passed to our children and grand children.

What could they have done better?

The only very minor criticism we can make is that responses to our emails could be a little quicker, but we fully appreciate the other demands on Oliver.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Selling my flat and going back to Canada for an indefinite period of time.

How has Oliver Chick helped you?

At a moment in my life when chaos was reigning supreme Oliver offered me calm, sound, considerate and objective advice.

Have you seen the outcome you were hoping for?

Thanks to Oliver the feeling of panic has gone and I am in a position to make well thought out decisions.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

as an owner of a small business in an environment of complicated taxation and restricting methods to manage wealth growth I found myself exploring where the best and most sensible advice was to be found, forget talking to the bank they will sell you what they want you to buy not what is best for you as an individual. from a recommendation I found Oliver and for nearly a decade have never once wondered if I did the right thing.

How has Oliver Chick helped you?

a quick assessment of income, ambition and circumstances a raft of suggestions were put forward I line with my appetite for risk. refreshingly there has never been pressure to commit allowing me to pick the opportunities I am comfortable with.

Have you seen the outcome you were hoping for?

results beyond expectation.

What could they have done better?

I honestly do not believe there could be any improvement, I almost wish I could highlight a potential area for improvement but I simply cannot.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

I wanted help with financial planning and long term pension planning.

How has Oliver Chick helped you?

He worked out a long term plan based on our financial and lifestyle profiles, our appetite for risk and our expected retirement dates plus our immediate commitments for school fees etc.

Have you seen the outcome you were hoping for?

Broadly yes, the financial markets have been turbulent during the investment period so this needs to be taken into account.

What could they have done better?

Probably more comparisons to alternative investment strategies - heres what you would have earned if you had invested in a FTSE 100 tracker fund, here is what you would have earned investing in London housing etc. we can appreciate each investment has a different risk profile but this helps compare our current investment strategy with alternative decisions we could have made

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Management of my pension pot.

How has Oliver Chick helped you?

Oliver discusses my fund with me at least once a year and is always available for advice.

Have you seen the outcome you were hoping for?

Despite my drawing on my fund Oliver has retained its value through wise investment portfolios.

What could they have done better?

No improvement necessary.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Oli has advised me for around 20 years, I first went to him to get a mortgage.

How has Oliver Chick helped you?

As well as my mortgages over the years, Oli has also advised me on my SIPP pension, I have very happy with its performance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Oli can get very busy, no doubt because he is much in demand. It can take a couple of days to get a response.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

No particular event just ensuring we plan appropriately and maximise our funds.

How has Oliver Chick helped you?

Oliver has always taken the time to understand our particular situation and needs and address those, and adapt with us over the many years we have worked with him.

Have you seen the outcome you were hoping for?

yes. we have without doubt achieved a better outcome than we would have done on our own. we are very happy with the outcome.

What could they have done better?

I don't have any constructive suggestions, i have always been very happy with Oliver's help and advice

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Needed someone initially to advise on my pension and investments, then a trust following the death of my mother.

How has Oliver Chick helped you?

Great advice with real consideration of all the circumstances currently facing me and those Oliver could see further ahead.

Have you seen the outcome you were hoping for?

Yes. I am really happy with the advice and the results of that advice.

What could they have done better?

It would be lovely if every transaction did not come with a raft of statutory paperwork to confuse it all. I know its meant to help but its just like website t&c's we rarely both to read it so its worse than useless

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Change of Non-Dom tax rules and pathetic interest rates. We also wanted to create a tax efficient mechanism to generate income over the next 20 years.

How has Oliver Chick helped you?

He outlined how we could generate long term income via an offshore "insurance" bond.

Have you seen the outcome you were hoping for?

Yes. The returns over the past 2 years have been as expected, especially as we had to weather the effects of the Brexit vote.

What could they have done better?

The obvious answer - reduce fees, especially the up front fee.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

I was relocating overseas and wished to protect my investments and receive personal service and be compliant of legal and tax implications.

How has Oliver Chick helped you?

Oliver offered both professional and personal service, giving me peace of mind whist leaving the country and returning to the UK.

Have you seen the outcome you were hoping for?

I have seen growth in my portfolio and I have trust in Oliver, which is of paramount importance to me at my age and at this stage in my life.

What could they have done better?

I truly do not know what could have been done better. I am satisfied with association with Oliver and it is my trust in him that allows me to rest assured.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Kent

How has Oliver Chick helped you?

Our adviser is very friendly and very informative.