Chris's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 110 )
Equity Release ( 10 )
Retirement income (annuities, drawdown) ( 47 )
Auto Enrolment ( 1 )
Investments and Savings ( 35 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 4 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 25 )
Financial Planning ( 27 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 33 )
£200k - £500k ( 13 )
£100k - £200k ( 8 )
( 1 )
£50k - 100k ( 7 )
Up to £50k ( 11 )
Repeat review
by a verified client in Hertfordshire
15 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chris White helped you since your last review?
Chris continues to provide advise on my pensions and I am very happy with how this has worked out.
Repeat review
by a verified client in Derbyshire
18 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chris White helped you since your last review?
Chris has been very supportive over the past years, with clear and consistent advice. Nothing is too much trouble for him in terms of showing me scenarios for future planning.
Repeat review
by a verified client in Derbyshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chris White helped you since your last review?
Good. Always responsive and is a pleasure to talk to
Chris:
Thank you David.Repeat review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chris White helped you since your last review?
Chris carries out a full pension review with me at my home address every year. He presents all relevant information in an easy to understand format and never fails to answer all my questions.
Chris:
Thank you Pete, the feedback from you and Chris means a lot.Repeat review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Chris White helped you since your last review?
I had my annual review with Chris last July (2024), as always, he was very knowledgeable, helpful and insightful. Chris always gives excellent advice and is friendly and helpful. My husband and I will be contacting him to take some advice for other matters this year.
Chris:
Thank you for the feedback Pam, its a pleasure working with you both. Chris.