Christopher Rayburn

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

Needed a Financial Advisor to advise and assist in all matters relating to my Pension / Retirement planning.

How has Christopher Rayburn helped you?

Provided sound advise and worked with me to put in place a clear plan going forward that met my requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to add, fully satisfied with the advise and support I have received and continue to receive.

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

ISA investment, financial planning and pension salary sacrifice/projections.

How has Christopher Rayburn helped you?

He has helped set up ISA funds based on my risk profile, helped set up life insurance and critical illness cover, advised on tax efficient saving and investing and understanding financial goals for retirement.

Have you seen the outcome you were hoping for?

Yes, many aspects are in motion. Chris is very responsive with his detailed correspondences.

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

To ask for advice and further understanding of investments and savings accounts.

How has Christopher Rayburn helped you?

He has helped me to understand and advised me on how to invest some savings.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have been very impressed and happy with Christopher’s advice.

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

Death of my wife and review of my financial position with my family with the realisation they could face a significant IHT bill.

How has Christopher Rayburn helped you?

Conducted a broad review of my situation and discussed various approaches. Then presented detailed options on my chosen solution allowing me to select with confidence.

Have you seen the outcome you were hoping for?

Yes to date.

What could they have done better?

Nothing.

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

pension consolidation/transfer

How has Christopher Rayburn helped you?

enabled the pension transfers and discussed and advised/recommended/confirmed options and choices through open discussions

Have you seen the outcome you were hoping for?

yes