Chris's reviews
Reviewed for
Insurance and Protection ( 19 )
Mortgages ( 2 )
Pensions ( 113 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 69 )
Investments and Savings ( 113 )
Pension Transfers - Non Specialist ( 29 )
Inheritance Planning ( 38 )
Long Term Care ( 9 )
Pension Transfers - Specialist ( 28 )
Financial Planning ( 65 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
( 3 )
Reviewers' assets
£500k+ ( 59 )
£200k - £500k ( 21 )
£100k - £200k ( 5 )
( 1 )
Up to £50k ( 4 )
£50k - 100k ( 5 )
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially was trying to put together a long term financial plan for me and my family and needed expert advice I could understand and rely on
How has Chris Weetman helped you?
Professional, understandable inputs, focussing on the areas that are important to me whilst anticipating and making me aware of what could become important to me
Have you seen the outcome you were hoping for?
yes - with retained ongoing focus on key areas to deliver my personal plan
What could they have done better?
More regular reviews were a necessary requirement for me and this has been addressed now by Chris and his team
Chris:
Thank you so much for your feedback! We're delighted to hear that Chris and the team were able to address your need for more regular reviews and have been able to provide the expert guidance you were looking for. It's great to know that we've been able to offer you clear, professional advice while focusing on the areas most important to you. We're looking forward to continue supporting you and your family as you work toward achieving your long-term financial goals.Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Chris Weetman helped you?
Changed my thinking with his detailed and thoughtful advice, backed up with great information.it has allowed me to retire 5 years earlier than anticipated and given me confidence for the years ahead
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing great advice
Chris:
Thank you so much for your kind words! I'm delighted to hear that my advice had such a positive impact on your life. It's great to know that it helped you retire earlier than expected and gave you confidence for the future.Review
by a verified client in Manchester
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Chris Weetman helped you?
Advising on continuing investment of savings and pension funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Chris:
Thank you so much for your feedback. It’s great to hear that you’re feeling confident about being on track with your goals, and we really appreciate your trust in Chris and the team. It’s also good to know that you feel comfortable discussing both financial matters and personal challenges with us. We strive to provide not just expert advice, but also a supportive relationship. Your willingness to recommend Chris to others and the high level of confidence you have in our services means a lot to us. Thank you again for being such a valued client, and please don’t hesitate to contact us whenever you need assistance!Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
About ten years ago I received an inheritance which I wished to invest.
How has Chris Weetman helped you?
After careful assessment, Chris was able to advise me on a suitable investment plan whilst allowing me to withdraw funds as and when required.
Have you seen the outcome you were hoping for?
Yes
Chris:
Thank you so much for taking the time to share your thoughts! We’re so glad that Chris was able to provide the right investment plan to suit your needs, particularly with the flexibility to access funds when required. It’s always our goal to ensure that clients are supported in a way that works best for them, and we’re happy to hear that you’ve felt that with the advice provided. It’s also great to see that your annual check-ins with Chris leave you feeling completely confident that you're on track with your goals. That level of trust and assurance is exactly what great financial advice should provide. We also appreciate knowing that you feel comfortable discussing not just financial matters but personal challenges as well. It speaks volumes about the supportive relationship you've built with Chris. Your feedback on communication, clarity, and engagement is invaluable, and it's reassuring to know that Chris's correspondence is clear and meaningful to you.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Benchmarking advice
How has Chris Weetman helped you?
Across investment and IHT planning
Have you seen the outcome you were hoping for?
Yes