Chris Weetman

Chris Weetman

Otus Financial Planning

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 hours 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

Review

by a verified client in North Yorkshire

6 days 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

19 days 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

Review

by a verified client in Cheshire

23 days 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

Review

by a verified client in Cheshire

a month 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

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I needed to plan for the future

How has Chris Weetman helped you?

Made me evaluate how much i needed to have in the future and so how much to put away now

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Retirement planning

How has Chris Weetman helped you?

He has helped me to retired at 55 which was my dream goal.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I had some pension and investments but was neglectful of them. I had no idea where I would be financially when I retired.

How has Chris Weetman helped you?

Chris helped me consolidate the various pensions and investments and clearly identify how much I needed to invest to generate the pension I would want on retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In hindsight I would have hoped for a greater annual return on the investments. It has however been a low interest market. In terms of overall assessment I’ve achieved the pension I’d set as required so objective met.

Chris:

Thank you so much for sharing your feedback! We're delighted to hear that you've achieved the pension you set as your goal. While the global backdrop of the pandemic, the conflict in the Ukraine, together with the energy crisis, and rising interest rates and inflation has made returns more challenging in the past 4 years, it's great to know that Chris was able to help you consolidate your pensions and investments, providing clarity on what you needed to achieve your retirement objectives. We truly appreciate your trust in the process, and it's rewarding to hear that the outcome met your expectations. As you've now made the successful transition to retirement, we look forward to helping you in the coming years.
Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I retired over ten years ago and on closing my IT company down need advice and support on planning our future lifestyle.

How has Chris Weetman helped you?

Chris has helped us plan our financial future in terms of our pension income and additional income from our investments which he has very competently managed.

Have you seen the outcome you were hoping for?

Chris has helped us achieve our lifestyle and financial plans and given us the financial security we needed.

What could they have done better?

Very pleased with his support

Chris:

Thank you so much for your kind words! We're thrilled to hear that Chris has been able to support you in achieving your lifestyle and financial goals. It's wonderful to know that his expertise in managing both your pension income and investments has provided you with the financial security you were looking for. Your satisfaction is incredibly important to us, and we’re so glad to have been part of your journey to a secure and fulfilling retirement. Thank you for continuing to recommend our services to friends and family.
Review

by a verified client in Cheshire

a month 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?

absolutely. steered our investments on the right course. kept check on the markets and guided to new directions when required

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

Chris:

Thank you for taking the time to provide a review. we look forward to helping you continue to navigate your retirement.
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Wanted intial advice and options to invest disposable income once the mortgage was paid off.

How has Chris Weetman helped you?

Chris has provided me with wealth management advice for 10 years. From investment of disposable income through to transferring my company pension to supporting our early retirement plans.

Have you seen the outcome you were hoping for?

Absolutely, 100%.

What could they have done better?

Nothing

Chris:

Thank you so much for taking the time to share such a positive and thoughtful review! We're thrilled to hear that your experience with Chris has met and exceeded your expectations. It’s great to know that Chris has been able to provide you with comprehensive advice over the years—from investing your disposable income after paying off the mortgage, to handling more complex areas like transferring your company pension, and even supporting your early retirement plans. We strive to provide long-term guidance that evolves as your needs and goals do and it's wonderful to see that you’ve experienced the kind of outcomes you were hoping for—this is exactly what we aim for with all of our clients! It's great to hear that Chris has been able to help you navigate your financial journey with confidence and clarity, and that you've been able to achieve the financial milestones you set out to reach.
Review

by a verified client in Manchester

2 months ago

Overall

Advice

Service

Value

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

Our business wanted to provide well-being benefits to our employees.

How has Chris Weetman helped you?

Chris provided recommendations on healthcare, life insurance and pension transfers.

Have you seen the outcome you were hoping for?

Yes, staff are happy in the knowledge they have healthcare benefits and that death in service insurance is provided for their families should it be required.

What could they have done better?

Chris was very informative and patient while we went through the process of informing employees of the various solutions.

Chris:

Thank you so much for sharing your feedback, and for taking the time to highlight the positive experience you had working with Chris. We are thrilled to hear that the support he provided made a significant impact for both your business and your employees. It’s fantastic that Chris was able to guide you through the process of implementing benefits for your team, ensuring that employees understood the various solutions available to them. We know that clear communication and patience are key when introducing such important changes, so it’s great to hear that Chris was able to provide that level of support. We also appreciate you mentioning the specific recommendations Chris made, from healthcare and life insurance to pensions. These benefits can have a real positive effect on both employees’ financial security and their overall well-being, and we’re glad to hear that your staff now feel reassured knowing they have healthcare benefits in place, as well as death-in-service insurance to protect their families. It’s clear that you’ve achieved exactly what you set out to do, and it's rewarding to know that your employees are satisfied with the outcomes. This kind of impact on employee well-being is something we take great pride in helping businesses achieve. If there are any future developments or new initiatives you'd like assistance with, whether it’s expanding benefits or exploring other financial solutions, please don't hesitate to contact us. We’re here to continue supporting your business and the well-being of your employees.
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Consolation of pensions

How has Chris Weetman helped you?

Developed an appropriate investment plan to consolidate pensions into one portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Generally happy with performance

Chris:

Many thanks for taking the time to provide a review. It's been a pleasure dealing with you over the years and I'm delighted that we've been able to help you enjoy your retirement. It's been a challenging environment for investors over recent years and I'm pleased that you stuck with our investment process and philosophy, which has weathered the storms extremenly well.
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Manage our finances in retirement

How has Chris Weetman helped you?

Consolidated our finances into an investment plan

Have you seen the outcome you were hoping for?

Managed well in market conditions

What could they have done better?

Generally done what was expected

Chris:

Thank you for sharing your feedback! We're glad to hear that Chris has been able to meet your expectations and help you navigate your finances in retirement. It's great to know that Chris was able to consolidate your finances into a cohesive investment plan, providing clarity and structure during an important time. We understand how crucial it is to have your financial matters well-managed, especially during retirement, and it’s reassuring to hear that you’ve been happy with the outcomes, even in the face of varying market conditions. If there’s anything more we can do to continue supporting you or any adjustments you'd like to make to your plan moving forward, please don’t hesitate to contact us. We’re here to ensure you feel confident and secure in your financial future. Thanks again for trusting us with your retirement planning.
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

I had the option to opt out of a company pension scheme and invest my pension value into a private SIP pension and wanted Chris to review whether this was a financially sound decision to take

How has Chris Weetman helped you?

He performed an in depth review of my current Final Salary pension arrangements in order to to assess whether moving my pension pot into a private SIP based pension was a sesnsible decision, this review helped inform my decision making process. Chris also helped me recover monies from previous pensions that we could then consolidate and plan how best to invest these monies going forward

Have you seen the outcome you were hoping for?

Yes I am very pleased with the outcome

What could they have done better?

Honestly cannot really think how he could improve, Chris is very personable, talks in simple straightforward language that helps me understand my options and the potential advantages and disadvantages of options surrounding my pension arrangements

Chris:

Hi Mike. Thank you for taking the time to provide such a comprehensive review. I'm really pleased to hear that you found the advice helpful and easy to understand. It’s been a pleasure working with you to review your pension options and ensure you made the best possible decision for your future. I'm also glad we were able to consolidate your previous pensions, putting you in a stronger financial position going forward. Having all your pensions in one place will have the added benefit of ensuring your affairs are simple with the introduction of Inheritance Tax to pensions! Chris
Review

by a verified client in Lancashire

2 months ago

Overall

Advice

Service

Value

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

I required advice on transferring a company pension scheme into a SIPP to have access to drawing down my pension.

How has Chris Weetman helped you?

Chris helped with the whole process from advising me on the best investments for my particular situation to transferring my pension to the SIPP to enable my pension drawdown facility.

Have you seen the outcome you were hoping for?

Yes its been very good. Chris gave me estimates what my investments could return but the returns have over the years been on the higher side of those figures.

What could they have done better?

Not sure if anything much can be done better.

Chris:

Hi John.Thank you so much for your kind feedback! I'm pleased to hear that the pension transfer process and investment recommendations have exceeded your expectations. It’s always our goal to provide tailored advice that aligns with your needs, and we’re pleased to know that the results have been positive for you. If there’s anything more we can do in the future to continue supporting you, please don’t hesitate to get in touch. Chris
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Retirement and cash lump sums to invest wisely and safely

How has Chris Weetman helped you?

In every dealing with us he is a strong advocate with cogent advice. He has obtained excellent investments and protection from excellent providers.

Have you seen the outcome you were hoping for?

Yes. Especially with monitoring and rebalancing our portfolio

What could they have done better?

Nothing. Everything is excellent

Chris:

Many thanks for your kind review, Andrew. It's been a pleasure helping you over the past decade or more. It's been rewarding to help you navigate the changes that have come along and help you fund additional holidays and weddings! I hope you continue to spend in the future! Chris
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Approaching retirement age

How has Chris Weetman helped you?

Put together a financial plan that provides for me in the present, and those closest to me in the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Chris:

Thank you for you review, Dave. It's been good to see you manage your capital so well in recent years, as well as enjoying the things you love - holidays, cars and family! Chris
Review

by a verified client in Cornwall

2 months ago

Overall

Advice

Service

Value

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

Pension planning including inter generational planning

How has Chris Weetman helped you?

Helped develop plan and implemented

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, great service and advice.

Chris:

Thanks for taking the time to review our services, David. I hope you're enjoying retirement. It's been a pleasure helping you achieve your objectives. Chris
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

Need for advice

How has Chris Weetman helped you?

With advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

Chris:

Thank you for your review, Alan. It's been a pleasure helping you to rearrange your own and family members' finances over ecent years, ensuring that you are invested in a well constructed portfolio which is designed to achieve specific outcomes. You have put in place solid plans to help your children get a good start in adult life. I look forward to continuing to help you in the future. Chris
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

I was 58 and looking to retire. I had two occupational pensions and a mortgage to pay off. I didn't know whether I could afford to pay off my mortgage and have enough income for the lifestyle I wanted, pending receipt of my State Pension

How has Chris Weetman helped you?

Chris helped me to move my pensions, so that I could release funds to clear my mortgage, but still have funds to draw on pending my State Pension (and well beyond). We regularly review my Pension to ensure I remain on track to have sufficient income.

Have you seen the outcome you were hoping for?

Yes - very much so!

What could they have done better?

I can't think of anything, sorry

Chris:

Hi Keith. Thank you again for your wonderful feedback! We’re delighted to hear that you’re pleased with the outcome and that the financial planning process has helped you achieve your goals. It’s great to know that our advice has given you the confidence to pay off your mortgage and secure your financial future. It’s always a pleasure to continue working with you, and we’re committed to supporting you through regular reviews to ensure your plans stay on track. If you ever have any questions or need further guidance, don’t hesitate to get in touch. Chris
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

For help with financial planning, to ensure I was secure on retirement and my family were looked after too.

How has Chris Weetman helped you?

He has given me invaluable advice and helped me to navigate the financial journey of life with confidence and insight.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can't think of anything that could have been done better.

Chris:

Hi Christina. Thank you so much for your kind review. I’m delighted to hear that the advice and support we’ve provided have helped you navigate your financial journey with confidence. It’s always our priority to ensure that you feel secure in your retirement and that your family’s future is well taken care of. Now that we're moving more into the complex area of mitigating Inheritance Tax, planning is even more important. It’s been a pleasure working with you, and I look forward to continuing to support you in the future. Chris
Review

by a verified client in Staffordshire

2 months ago

Overall

Advice

Service

Value

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

Retirement was approaching

How has Chris Weetman helped you?

Gave me my options clearly and concusely

Have you seen the outcome you were hoping for?

Yes, many times

What could they have done better?

Nothing

Chris:

Hi Trevor. Thank you for taking the time to provide a review, after what has been a difficult ime. It's a pleasure to continue to help you in your planning and to have seen you have greater confidence in the investment process over the years. Chris
Review

by a verified client in Cheshire

2 months ago

Overall

Advice

Service

Value

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

A change from working in the NHS to working for myself .

How has Chris Weetman helped you?

It was helpful to understand the amount I'd need to save into my pension to retire at a particular age. It was also helpful to review my life insurance and income protection which was subsequently changed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Chris:

Hi Ben. Many thanks for taking the time to complete a review for me. I'm sure it's a very busy time for you as you get to grips with a new job. I wish you a your family well for the coming year and look forward to helping you in any area of pensions, family protection or investments that you might need. Chris
Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

I wanted to receive sound financial advice at the start of my retirement, and semi-retirement and feel confident that I have support for the longer term.

How has Chris Weetman helped you?

He has streamlined my investments, helped me understand my financial needs better and how my finnacial situation is likely to fare over the long term, which is important in retirement so I can make informed choices.

Have you seen the outcome you were hoping for?

Yes, I can now see the projection of how my finances are likely to perform over the long term. Chris can help me see the impact of possible eventss and can stress test various scenarios e.g. if I increase my expenditure or if external influences have an impact on the stock market.

What could they have done better?

Nothing comes to mind, he and the team are very helpful and responsive with any queries.

Chris:

Hi Penny. Thank you for your kind feedback. I'm delighted to hear that the team have been so helpful and responsive to your needs. It's great to know that we've been able to streamline your investments and provide you with a clearer understanding of your financial situation, especially as you transition into retirement. We're glad that the projections and scenario planning have given you confidence and peace of mind for the long term.
Review

by a verified client in Cheshire

5 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?

Chris has helped my wife and I plan for our long term retirement with confidence..

Have you seen the outcome you were hoping for?

Yes we have exceeded our expectations

What could they have done better?

Happy with the support given

Chris:

Hi John. Thank you so much for your review. Charlene, Dave and I are delighted to hear that you and your wife have found our support helpful over the past decade. It’s been a privilege to assist you in planning your financial future and ensuring a secure retirement, including your extensive travel. Your trust in us means a lot, and we're committed to continuing to provide you with the best advice and service in the years to come. Chris
Review

by a verified client in Cheshire

5 months ago

Overall

Advice

Service

Value

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

I was 59 and had 2 occupational pensions. I wanted to retire early, pay off my mortgage and have a higher income pending receipt of my State Pension, than would have been possible by leaving the funds in my occupational schemes.

How has Chris Weetman helped you?

Chris advised on taking the funds from my occupational schemes and placing them in a combined fund where I am able to withdraw funds as I require each month and use the tax free lump sum to clear my mortgage. Regular reviews ensure I have sufficient funds to provide an income for my future. I have since received some inheritance and Chris recommended a suitable ISA, taking into account my circumstances and attitude to risk.

Have you seen the outcome you were hoping for?

Yes. Forecasts indicate that I will have enough income to maintain my lifestyle for as long as I am likely to need it.

What could they have done better?

Nothing.

Chris:

Hi Keith. Many thanks for you review. It's a pleasure to have helped you retire early and achieve the retirement you wanted. Now you've reached State Pension Age, you have even more freedom to enjoy a few more holidays, although following your team in Europe doesn't seem likely next year!! Chris
Review

by a verified client in Merseyside

5 months ago

Overall

Advice

Service

Value

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

Considering when I can afford to retire

How has Chris Weetman helped you?

Chris reviewed all of my finances very comprehensively and then set up a portfolio for me. He also produced a financial projection to my intended retirement date which was very reassuring.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in East Lothian

5 months ago

Overall

Advice

Service

Value

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

Prior to retirement my wife and I were looking to consolidate our joint pension pots and a small inheritance

How has Chris Weetman helped you?

Chris has been a reliable resource, responding promptly and effectively to our needs whenever called upon.

Have you seen the outcome you were hoping for?

We accepted the degree of risk associated with any investments but have largely reaped the benefits Chris promised

Chris:

Hi Bay. Thank you for your kind review. It's been a pleasure working with you over the past 10 years and I look forward to helping you have continued peace of mind about your money for many more to come. Chris
Review

by a verified client in Cheshire

7 months ago

Overall

Advice

Service

Value

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

Consolidation of a number of pensions

How has Chris Weetman helped you?

Chris has managed to consolidate all my pensions into a single portfolio and managed it up until my retirement earlier this year where he then set up a drawdown for me.

Have you seen the outcome you were hoping for?

Yes I achieved my expected financial goals.

What could they have done better?

I’m not sure there was anything else that Chris could have done, given how turbulent the financial markets have been over recent years.

Chris:

Thanks for your review, Dave. It's been a pleasure to help you retire as you planned.
Review

by a verified client in Cheshire

7 months ago

Overall

Advice

Service

Value

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

Requirement for a deeper understanding of financial and pension planning which encompassed tax considerations. Family member investment portfolio was a bit of a mess and help was needed to sort this out.

How has Chris Weetman helped you?

As above.

Have you seen the outcome you were hoping for?

Yes, a structured and efficient financial planning strategy with explanations of various aspects as required and a transparent performance review process.

What could they have done better?

Can't really think of anything.

Chris:

Thank you for your review, Alan. You've got an excellent plan that prioritises thoseimportant to you.
Review

by a verified client in Cheshire

7 months ago

Overall

Advice

Service

Value

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

I needed good advice for my pending retirement from somebody that was independent and likely to be around for the longer term.

How has Chris Weetman helped you?

Chris has helped me plan for the future with excellent financial advice.

Have you seen the outcome you were hoping for?

I have

What could they have done better?

Chris has met all my requirements

Chris:

Thanks for your review, Pete. It's been great to help you realsie your plan to retire - even if you can't resist doing some work!
Review

by a verified client in Lancashire

7 months ago

Overall

Advice

Service

Value

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

I wanted to transfer my company pension to a Drawdown pension.

How has Chris Weetman helped you?

Chris advised and facilitated the pension transfer to a personal pension with estimated growth and potential future incomes.

Have you seen the outcome you were hoping for?

The outcomes are on the higher end of the estimated future benefits and enabled me to retire early.

What could they have done better?

Everything has been done to a very high standard so its difficult to see how it could be bettered.

Chris:

Hi John. Thank you for your review. It was great to help you retire early and see that it's working well for you quite a few years later! Chris
Review

by a verified client in Cheshire

7 months ago

Overall

Advice

Service

Value

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

Retirement age was closing in and I wanted advice and help to make this happen.

How has Chris Weetman helped you?

Chris has helped me to plan for and achieve a comfortable retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as Chris is excellent

Chris:

Hi Corinne. Thank you for your kind review. I'm delighted that I was able to help you retire as early as possible and that you're clearly enjoying yourself, safe in the knowledge that you'll never run out of money! Chris
Review

by a verified client in Cheshire

7 months ago

Overall

Advice

Service

Value

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

My husband passed away and I needed advice and mentorship.

How has Chris Weetman helped you?

He has given me sound advice with no pressure and spoke in a way that made everything understandable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Review of my investment portfolio

How has Chris Weetman helped you?

He has ensured that I get the best returns on my investments.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I retired with a lump sum final Salary Pension in 2018 and wanted to make that I put it to optimal financial use

How has Chris Weetman helped you?

His confidence and advice have been readily available to me whenever I expressed any concerns about the finacial impact caused by the above 'world wide events'. Chris has vast experience of stock Market behaviour and he couples this knowledge with an understanding my own personal attitude to financial risk. This way Chris ensures that I optimise my returns with a level of risk that is acceptable to me. My confidence in Chris has increased over the years to the extent that I have slightly raised my risk profile to optimise my retrurns...... This seems to be working.

Have you seen the outcome you were hoping for?

Pretty much Yes. The past few years have seen an unusual series of adverse world wide events, Covid, war in Ukraine, Oil price upheaval and near recession. Considering these factors, my portfolio which has held up fairly well.

What could they have done better?

Not much. That said, I myself need to be more pro-active on the small stuff ? By small stuff, I mean the best way for me to provide financial support to my grown up children .... mortgage help, Wedding planning etc. Should I do this via a tax free gift process etc ? I need to involve Chris a bit more on this side I think.

Chris:

Thanks for your review, Eugene. It's been a pleasure working with you over the past few years and seeing you getting the hang of spending more! I'm happy to get involved as you decide how you'd like to help your children going forward. Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Ten years ago we were looking for an unusual Life insurance policy and met Chris at a function. While chatting I explained our predicament and Chris found exactly what we needed when other advisers had failed.

How has Chris Weetman helped you?

Chris provides information and advice which gives us confidence in our decision making.

Have you seen the outcome you were hoping for?

The Policy is ongoing and Chris has helped us manage our retirement planning for many years.

What could they have done better?

Nothing. Chris and the team have always provided the best service.

Chris:

Thanks Liz. It's always good to hear that you've received great service. Chris
Review

by a verified client in East Lothian

a year ago

Overall

Advice

Service

Value

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

Reaching pension age and needing financial advice as how to provide for us in our later years

How has Chris Weetman helped you?

Has give us sound advice (and he and his entire team) have always been very helpful, efficient and a pleasure to deal with

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

Chris:

Hi Bay. Thanks for your kind review. It's been a pleasure working with you both over quite a few years now and seeing you make significant changes to your lifestyle. Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Retirement and consodidation of investments

How has Chris Weetman helped you?

Bring together and management of an investment portfolio

Have you seen the outcome you were hoping for?

Inline with recomendations

What could they have done better?

Performed as required

Chris:

Thank you for your review, Theresa. Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Change of personal circumstances and help to organise my retirement planning.

How has Chris Weetman helped you?

Very professional, helped me organise my pensions on to one platform and supported me in my retirement planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, fully satisfied.

Chris:

Hi Mike. thank you for your review. I look forward to catching up with you soon and finding out what plans you have. Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I was not happy with my previous advisor

How has Chris Weetman helped you?

Good advice in respect of retiring and the finance required to have in place to maintain my current living standards.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have been very happy with the advice recieved

Chris:

Hi Pete. Thank you very much for your review. I look forward to helping you navigate the next few years as you get closer to retirement. Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

On retirement needed advice on gruoping investments into one pot and the management of a SIP

How has Chris Weetman helped you?

Help has been given to manage ISA s and SIP pension

Have you seen the outcome you were hoping for?

The outcome has been has been inline with the plan

What could they have done better?

The advice and management has been in line with what was proposed by Chris

Chris:

Hi Ian. Many thanks for your review. I hope investment conditions improve but rest assured your portfolio is well constructed! Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

was getting older and needed to think about a retirement plan

How has Chris Weetman helped you?

Helped me to keep a steady inflow of money into the pension and was very helpful when my wife got ill and needed to retire on ill health from teaching

Have you seen the outcome you were hoping for?

Not really but that is down to circumstances out of Chris' control

What could they have done better?

a bit more contact maybe

Chris:

Hi Pat. Thank you for taking the time to provide a review in what was a very difficult time. Feel free to contact me any time you need to. Chris
Review

by a verified client in Gloucestershire

a year ago

Overall

Advice

Service

Value

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

.

How has Chris Weetman helped you?

.

Have you seen the outcome you were hoping for?

.

What could they have done better?

.

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

Wanted an IFA after being with Close Brothers for several years

How has Chris Weetman helped you?

I believe he has protected us from the worst of the falls

Have you seen the outcome you were hoping for?

I was hoping for Investment Growth in line with inflation but inflation has risen dramatically with global events and the general world uncertainty has not been conducive to investment growth.

What could they have done better?

Can't think of anything.

Chris:

Thank you for your review, Brian. It's been a pleasure advising you over the years and also helping you to give your grandchildren a good start in life, financially. Chris
Review

by a verified client in Wrexham

a year ago

Overall

Advice

Service

Value

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

Initially to obtain advice on pension planning, but then to consolidate small pension funds into one fund which could derive benefits for a comfortable retirement. Since then Chris has advised regularly on how to maximise the value of my investments.

How has Chris Weetman helped you?

He provides clear guidance on past performance and expected future performance of funds. He is always well prepared to discuss plans for the short, medium and long terms.

Have you seen the outcome you were hoping for?

Absolutely. We now have a clear picture of how our income stream will perform into the future, subject to the usual risks attached to investments of this sort

What could they have done better?

Chris’s reviews are always spot on, and the service his team between reviews is excellent. Not sure he could do much more to improve the service.

Chris:

Hi Stewart. Thank you for your review. I've enjoyed advising you both over many years now. It's been good to see you enjoying 'retirement' even when you decided to go back to work! Chris
Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

When deciding to take early retirement, it was key to seek expert advice on how to fund my retirement using my works pension.

How has Chris Weetman helped you?

Chris formulated a drawdown plan, based on our financial requirements, and through regular reviews Chris has kept us fully updated on the plans progress.

Have you seen the outcome you were hoping for?

Having now been retired for six years, I can say things have definitely gone to plan.

What could they have done better?

Having a view of the plan based actual drawdown figures versus planned drawdown could help to track drift from original plan

Chris:

Thanks for your review, Mark.We're always able to track how you're doing in relation to the original plan as we update this each year and can refer back to the previous version. I look forward to showing you this when we next meet. Chris
Review

by a verified client in Staffordshire

a year ago

Overall

Advice

Service

Value

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

I needed help in reinvesting my portfolio.

How has Chris Weetman helped you?

With investment planning and general financial advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Quite happy with advice.

Review

by a verified client in Staffordshire

a year ago

Overall

Advice

Service

Value

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

The previous company which was part of Barclays bank stopped trading. We needed an advisor to help with our portfolio, Chris was recommended by a friend.

How has Chris Weetman helped you?

He advised us on our initial investments and carried out regular reviews to keep us upto date.

Have you seen the outcome you were hoping for?

Yes we have been very pleased with the outcome.

What could they have done better?

Possibly a little more help with the Otus App.

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

To sort our affairs out for the later stages in our lives which Chris has done to perfection and made it easier for me to control my investments

How has Chris Weetman helped you?

Managed all my investments and made it so much for me in my long term planning of my affairs

Have you seen the outcome you were hoping for?

yes I have

What could they have done better?

There is nothing that I would of changed

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

I had worked for my employer for many years and was due to receive a final salary pension. I was close to retirement and my employer offered me the opportunity to leave the final salary scheme and transfer my funds to a Self Invested Personal Pension and I reached out to Chris to help me evaluate whether executing this transfer was a financially sound decision to take

How has Chris Weetman helped you?

Chris performed an extensive evaluation of my options, outlining the potential advantages and disadvantages of each option before leaving me to make the final decision based on the information he had provided

Have you seen the outcome you were hoping for?

Yes, I am very pleased with the outcome

What could they have done better?

To be honest Chris could not have performed any better, he took the time to listen to our plans for what we wanted to do in our retirement years and pointed out various considerations that we had not thought about

Review

by a verified client in Staffordshire

a year ago

Overall

Advice

Service

Value

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

Coming up to retirement age at the time

How has Chris Weetman helped you?

Explained everything that i needed to know

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

a year ago

Overall

Advice

Service

Value

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

Review of investments

How has Chris Weetman helped you?

Provided reassurance

Have you seen the outcome you were hoping for?

Markets have been volatile, so now aware of the reasons for the performance of my investment portfolio.

Review

by a verified client in Manchester

a year ago

Overall

Advice

Service

Value

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

I was left an inheritance which I wanted to invest.

How has Chris Weetman helped you?

Chris helped me find the level at which I felt confident in investing and has regularly met with me to review my portfolio for the last seven or eight years.

Have you seen the outcome you were hoping for?

Yes, my investment has grown and I have also been able to access funds when required.

What could they have done better?

Not applicable

Review

by a verified client in Cheshire