Charlotte's reviews
Reviewed for
Insurance and Protection ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Financial Planning ( 3 )
Reviewers' assets
£50k - 100k ( 1 )
Review
by a verified client in London
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance of money
How has Charlotte Evans MBE helped you?
Lots of ways
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following receipt of inheritance
How has Charlotte Evans MBE helped you?
Advice, discussion and provision of a healthy proposal
Have you seen the outcome you were hoping for?
Too early to say.
What could they have done better?
It was as good as could be expected
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To better understand my financial options following retirement.
How has Charlotte Evans MBE helped you?
She has always offered easy to understand advice and fully answered any questions or concerns.Yes
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing springs to mind.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Good communication, clear and concise in whats being offered. Detailed planning.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Very pleasant, helpful and well prepared.