Charlotte's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 3 )
Pensions ( 67 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 17 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 31 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
( 1 )
Repeat review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Whiteley helped you since your last review?
Charlotte has once again given brilliant advice and service!
Repeat review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Whiteley helped you since your last review?
Yes, Charlotte and I are in regular contact and she is always on hand when I need help and advice.
Repeat review
by a verified client in Conwy
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Whiteley helped you since your last review?
Charlotte continues to give considered advice on our options for investment, understanding our long term goals and helping us plan to achieve them.
Repeat review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Whiteley helped you since your last review?
Always available and offers rounded impartial advice
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially started working with Charlotte as I'd had some inheritance come through and I wanted my money to work hard for me, rather than it just being sat in a bank account.
How has Charlotte Whiteley helped you?
Charlotte has been a dream! she has helped me invest my money wisely, she helped amalgamate my pensions, found a pension I'd lost and gone above and beyond. She explains things in a straight forward way which makes things easy to digest and understand.
Have you seen the outcome you were hoping for?
Yes, I'm very happy with how my money is working for me.
What could they have done better?
Nothing!