Chris Philcox

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

Needed advice and retirement planning.

How has Chris Philcox helped you?

Chris has given advice on our various pension pots and has advised us appropriately.

Have you seen the outcome you were hoping for?

Yes.

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

Coming up to Pension age wanted ,to consolidate my pensions and get a better return.

How has Chris Philcox helped you?

Chris advised were to transfer my pensions to and advised on the schemes and the risks associated with them, he also helped with the filling out of the forms.Chris also advised what to do with the capital from the sale of my house when completed.

Have you seen the outcome you were hoping for?

too early

Please provide a brief comment about your experience with Chris

We found Chris to be exceptionally helpful. He quickly established a rapport and tuned into our specific circumstances and needs. He was very knowledgeable in answering our questions and we gained a lot of insight that will be essential for our retirement planning. Thank you Chris.

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

Nearing retirement.

How has Chris Philcox helped you?

By helping to get all our pensions in one place.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don't know.

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

I required an advisor to manage my pension options and future investment planning.

How has Chris Philcox helped you?

Chris was very knowledgeable explaining the options available, the investment platform, and providing reassurance about future investment planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.