Carwyn's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
Up to £50k ( 3 )
£50k - 100k ( 3 )
Review
by a verified client in Carmarthenshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Carwyn Lewis helped you?
Carwyn was very professional and approachable and I was happy on his very wise advice
Have you seen the outcome you were hoping for?
Happy with my investment
What could they have done better?
Nothing I was very pleased with his excellent advice
Review
by a verified client in Bristol
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking to make secure investments to help plan our retirement income and inheritance.
How has Carwyn Lewis helped you?
By providing clear, unbiased, secure and ethical advise delivered in an honest, clear and friendly manner. Carwyn always acts in our best interest and always carefully takes full account of our personal circumstances and views.
Have you seen the outcome you were hoping for?
Yes given the fluctuations caused by the Covid pandemic and other global and national circumstances. Carwyn is always very open and honest.
What could they have done better?
Nothing in our view.
Review
by a verified client in Gloucestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need for reliable, ongoing financial advice
How has Carwyn Lewis helped you?
He has given us very good advice over a period of several years.
Have you seen the outcome you were hoping for?
I am more than happy with the outcomes resulting from his advice.
Review
by a verified client in Somerset
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money in several saving accounts and was looking for ethical investment.
How has Carwyn Lewis helped you?
He has continued the work of your predecessor company's advisors and provided an updated and tax efficient approach.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing that I'm aware of.
Review
by a verified client in Staffordshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to ensure that my pension and savings were well managed
How has Carwyn Lewis helped you?
He explained options & associated risks to enable me to pick what was the best option for us
Have you seen the outcome you were hoping for?
During the term, given the difficult trading conditions I would say yes
What could they have done better?
Nothing as far as I can see