Charlotte's reviews
Reviewed for
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 1 )
Financial Planning ( 1 )
Reviewers' assets
Review
by a verified client in Essex
12 days 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
23 days 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
3 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Very pleasant, helpful and well prepared.
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Fantastic advice and service from Charlotte. Would highly recommend.
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Very efficient, easy to get hold of, and informative. Charlotte supported me through the process and made everything easy to understand.