Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 8 )

Pension Transfers - Non Specialist ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 1 )

Up to £50k ( 3 )

£50k - 100k ( 3 )

Client reviews

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Christopher

Hi,it was his father Stephen I saw and so far very good,so please substitute below

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Christopher

Hi,it was his father Stephen I saw and so far very good,so please substitute below

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Conwy

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

in the main health issues.

How has Christopher Beardmore helped you?

First class professional and friendly service, would recommend.

Have you seen the outcome you were hoping for?

yes.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Conwy

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

I required an annuity for my pension.

How has Christopher Beardmore helped you?

Chris explained in simple terms, making it easy for me understand, in great detail all my options and expectations.

Have you seen the outcome you were hoping for?

Pretty good up to now considering Brexit etc.

What could they have done better?

I really don't think my Financial adviser could have done better. Expectations were exceeded, thank you!

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Conwy

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

We were looking to consolidate investments and pensions from various provides.

How has Christopher Beardmore helped you?

The advice provided by Chris has been explained to us in great detail and provides reassurance regarding our investments. He is approachable and courteous, prepares report promptly and provides an efficient and effective service.

Have you seen the outcome you were hoping for?

The meetings we have had thus far served to crystallise our thinking on future plans. Various investments have been consolidated onto single platforms with investments which match our risk appetite and pension funds have been amended to reflect our retirement plans.

What could they have done better?

Nothing springs to mind

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Conwy

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

Imminent retirement.

How has Christopher Beardmore helped you?

The service provided by Beardmore & Co is extremely professional, and at the same time takes a pleasant and friendly approach. The financial and retirement planning advice was entirely appropriate for my needs, and was provided in a very clear and comprehensive manner. I would be very happy to recommend this company.

Have you seen the outcome you were hoping for?

I am now clear about my retirement options - what to take as pension and what would work best as a lump sum. We also reviewed investment in ISAs and I decided to move this amount to an investment managed by Beardmore & Co.

What could they have done better?

Everything was as I had hoped.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Conwy

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

We have a works pension which was under preforming so we took our accountants advice and were exceptionally happy with the professionalism and advice provided.

How has Christopher Beardmore helped you?

We have dealt with numerous financial advisers over the years and in our professional life we deal with them daily. Bit of an old cliche but Beardmore are in the business to assist their clients rather than what they can make off them.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No

Review from verified client

February, 2017

Overall

Advice

Value

Service

Based in Isle of Anglesey

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

We required professional guidence.

How has Christopher Beardmore helped you?

We were very pleased with Beardmore & Company's service. They carried out a very professional transaction on our behalf. They are very highly recommendable, so glad we chose them.

Have you seen the outcome you were hoping for?

Yes, very sucsesfull.

What could they have done better?

None that I could see

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in Conwy

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

I reached 60 and wanted to review my existing pension arrangements.

How has Christopher Beardmore helped you?

From the first contact I have been impressed by the both friendly and professional way my business has been handled. I can only say I look forward to a, hopefully, long and profitable relationship with you.

Have you seen the outcome you were hoping for?

So far I have been very satisfied with the advise given.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Christopher

Christopher was very easy to talk to and give me the information I needed.

Review from verified client

April, 2016

Overall

Advice

Value

Service

Based in Conwy

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

A MATURING BOND NEEDED REINVESTING.

How has Christopher Beardmore helped you?

1LOOKED AT MY OVERALL SITUATION AND ASSESSED MY FUTURE NEEDS.

Have you seen the outcome you were hoping for?

I AM HAPPY TO HAVE PROFESSIONAL ADVICE IN THIS CURRENT MARKET.

What could they have done better?

VERY HAPPY WITH ALL ASPECTS

Review from verified client

April, 2016

Overall

Value

Service

Advice

Based in Conwy

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

To take advantage of the new freedom to access personal Pension funds.

How has Christopher Beardmore helped you?

1 He helped us understand the options available and the pros and cons of each. 2 He arranged the investment we agreed on.

Have you seen the outcome you were hoping for?

It's too soon to say, we only started our relationship with Beardmore last year and we will need to see how our investment progresses.

What could they have done better?

I have nothing to add, Chris was very helpful and approachable.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Gwynedd

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

Having had very bad advice in the past Chris and his teams advice was common sense and easy to understand.

How has Christopher Beardmore helped you?

1 Advice on what to do with my pension pots. Plus after I have drawn a blank on a miss sold pension, compensation Chris has reopened the case with the Ombudsman.

Have you seen the outcome you were hoping for?

Clear and concise advise for my future pension plans.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Gwynedd

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

My previous financial advisor had retired.

How has Christopher Beardmore helped you?

1Reviewed my finances Explained current state of markets and investments Discussed my requirements Made alterations to investments in relation to recent regulatory changes and personal tax issues Organised some new investments.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

no suggestions

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Christopher

Christopher was very helpful and patient and explained matters clearly for me. Also a very pleasant man.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Christopher

very useful

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Christopher

Chris was very helpful during our initial meeting and provided concise meeting notes promptly

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Cheshire

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

Chris advised me on my mortgage as a first time buyer. More recently I have been interested in making some investments whilst also consolidating savings. Having toyed with the DIY approach I decided to contact Chris at Beardmore & Co. I was also looking for some guidance on Life Insurance.

How has Christopher Beardmore helped you?

Chris was able to recommend a number of products that I hadn't the knowledge to have even considered. Chris was extremely professional and is extremely efficient in his communications. I feel safe in the knowledge that the advice I have had and continue to receive is of the highest quality.

Have you seen the outcome you were hoping for?

I am extremely satisfied with all the advice I received from Chris.

What could they have done better?

Chris genuinely fulfilled all my expectations. I wouldn't hesitate to recommend him and will obviously continue to employ his services.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Conwy

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

changes to pension rules and retirement planning.

How has Christopher Beardmore helped you?

After searching on www.unbiased.co.uk I selected Beardmore & Co on their location, qualifications and testimonials. Dealing with Chris Beardmore I found him to be extremely friendly, knowledgeable and efficient. I have also received regular updates and communication with regard to my pension plan. The difficulties I expected with regard to the new pension rules were made a lot easier by Chris and his team. Would definitely recommend them.

Have you seen the outcome you were hoping for?

now receiving pension and regular updates from Chris and pension provider.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Conwy

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

We were not satisfied with the company who previously advised us.

How has Christopher Beardmore helped you?

We have been with Beardmore & Co Ltd for about twelve months now and are delighted with the service they have offers us. They look after our retirement investments, which are not large, but we have seen an overall growth during the past year.

Have you seen the outcome you were hoping for?

We are now both completely retired, dependent on our pensions, state and private. Our investments are our "safety net". We are still delighted by the services provided by Beardmore and Co Ltd.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Conwy

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

Capital to invest.

How has Christopher Beardmore helped you?

There is a rather over used cliche about being big enough to cope, but small enough to care. This however indeed optimises Messes Beardmore. I have found, as myself an innocent where investments are concerned, their prompt , patient and efficient friendly service most reassuring.

Have you seen the outcome you were hoping for?

Hoping for upturn in Uk economy.

First impression from a user who is not yet a client

October, 2014

Overall

Please provide a brief comment about your experience with Christopher

Christopher contacted me promptly (the only IFA who did), I shall be visiting him shortly