Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 2 )

Pensions ( 64 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 41 )

Investments and Savings ( 43 )

Pension Transfers - Non Specialist ( 12 )

Inheritance Planning ( 22 )

Long Term Care ( 10 )

Pension Transfers - Specialist ( 19 )

Financial Planning ( 18 )

Financial Mentoring ( 6 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 26 )

£200k - £500k ( 4 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

Client reviews

Repeat review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Have had no need of help since last review

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Kent

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

I was 55 yeas old, had multiple pensions and wanted ro asses what my options were.

How has Christopher Wotton helped you?

Chris, has provided sound advice on how to proceed with my pensions and has continued to to do so over the last seven years. This has allowed me at the age 58 to stop my proffesional career and take on a local job where I work just 15 hrs per week allowing me to spend more time with family

Have you seen the outcome you were hoping for?

Ii am now in a position where I work 15 hrs per week with a clear view of when I will stop working.

What could they have done better?

Chris has done everything he said he would do and continues to do so. He is always available to talk to if I have any ideas or concerns and is happy to discuss them

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has kept us up to date with our pensions and how they are performing and any changes that we needed to make

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Christopher continues to review changes in pensions and advises me on my best options when there are changes.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in London

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

I have received excellent advise on how to manage my retirement income. I have also received guidance on assessing risks in potential investment opportunities.

Repeat review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has always been so very generous with his time in giving advice and guidance particularly with my savings portfolio. I have always been enormously grateful for his help and expertise in these matters. A lovely man to whom I can trust.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Wooton Wealth are an excellent company. Chris is always available if I have questions regarding my pension. I value his expertise.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

At our regular personal review, he discussed our investments in detail and checked that we were comfortable with our "Risk Level". He also gave us some support and guidance for some considered expenditure on our house.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Christopher has helped with pension advice and transfer. He has also reviewed other finances held by me.

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris always responds promptly to any queries / questions which we might have between reviews

Repeat review from verified client

December, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Reassured me concerning my pension fund and long term investments during a time when things have not looked so good. Also helped with considerations to investment of other available funds that I have.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris continues to manage our pension pots. If we have any questions Chris is always very quick to respond. We feel very secure with the advice given by Chris. We have recommended Chris to both family and friends.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Had year review which I was happy about , The markets are not doing well but that not Chris fault.

Repeat review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

No change, he always provides very good service

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Kent

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

Whilst I had accrued a mixture of pensions during my employment I felt it was the right time to have professional advice.

How has Christopher Wotton helped you?

Having reviewed my pensions with me, Chris gave me an overview and a number of scenarios which helped me to understand my options

Have you seen the outcome you were hoping for?

I’m not looking to begin drawing down my pensions immediately but as they are now neatly combined it will definitely be easier to manage when I do.

What could they have done better?

Can’t think of anything.

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in London

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

I wanred to consolidate multiple pensions

How has Christopher Wotton helped you?

Explained what options were available. The process and costs in clear uncomplicated language.

Have you seen the outcome you were hoping for?

The outcome was Chris has now managed my pension for the last 6 years. We have an anual review and if I have any questions or concerns between reviws Chris is always available for a chat.

What could they have done better?

Nothing satisfied with service

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Kent

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

G

How has Christopher Wotton helped you?

G

Have you seen the outcome you were hoping for?

H

What could they have done better?

H

First impression from a user who is not yet a client

January, 2023

Overall

Please provide a brief comment about your experience with Christopher

Contact made and meeting arranged.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Kent

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

Needed advice re our pensions and general financial advice for our retirement

How has Christopher Wotton helped you?

Chris consolidated our pensions and monitors them to make sure they meet our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I was in the process of looking for a pension advisor as I was looking into moving my company pension

How has Christopher Wotton helped you?

Chris is and continues to be a mass help to both myself and family. He is never short on advice. He calm in the current financial storm

Have you seen the outcome you were hoping for?

Considering the world wide crisis going on at the moment and government turmoil Chris has been brilliant. These are of course out of his hands

What could they have done better?

There isn’t anything they could do to improve. The company is first class

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris is always willing to help with regards to various financial matters and prepared to give of his time. A thoroughly lovely person and someone to whom I can entrust my financial dealings.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

my finances were in disarray

How has Christopher Wotton helped you?

completely organised

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Advice and support from our previous advisor had ceased.

How has Christopher Wotton helped you?

Christopher transferred our mixed investments into one tax efficient, easy access package at a "Risk Level" acceptable to us. His personal, friendly and caring approach has helped to build trust in his guidance.

Have you seen the outcome you were hoping for?

Because of the general economic downturn, the outcome hasn't been quite what we hoped for. However, our investment has been protected from what could have been a far worse outcome.

What could they have done better?

Crystal ball required.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I was considering voluntary severance and early retirement. I wanted clarity on what my options were if I were to retire early.

How has Christopher Wotton helped you?

Christopher discussed my situation and desired outcomes and came up with a solution that was even better than I had hoped for. I liked it that Christopher let me go at my own pace as I went through the process.

Have you seen the outcome you were hoping for?

I am very happy with the option I took and the resulting outcome.

What could they have done better?

Nothing, I am very happy with the advice received

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Savings and pension advice

How has Christopher Wotton helped you?

He has arranged life insurance, helped with pension advice and helped with arranging my ISA investments.

Have you seen the outcome you were hoping for?

I am very satisfied with the outcome

What could they have done better?

In my view everything has been done to my satisfaction

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

A few years before reaching pensionable age, felt the need to get professional advice on how best to use my private pension and savings.

How has Christopher Wotton helped you?

Two important ways, amongst others: a) identifying vehicle into which all my pensions/savings could be invested and b) recommending the most tax efficient ways to access my savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So, far advice received has been excellent.

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Christopher

Chris has a very welcoming Personality with good Financial Knowledge and aptitude. Very keen to assist and never to rush which will add to make any Face to Face meeting feel at ease. Very polite and always prepared to Listen and give sound advice.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Helped me manage my pension and investments after loosing full time employment with both short term and long term investment advise to allow me to have enough monthly income without making drastic decisions!

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Early Retirement

How has Christopher Wotton helped you?

Chris has always provided excellent guidance and support

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing we can suggest at this point in time

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Early retirement due to I’ll heath

How has Christopher Wotton helped you?

Great advice and help

Have you seen the outcome you were hoping for?

Yes have a good plan going forward which meets my needs

What could they have done better?

I think we covered every thing which is about me and my needs

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Christopher helped with some questions around a mortgage for our son .

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

He always gives us great help consistently.

Repeat review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Has explained the trading markets and the volatile up and down more down in the stock market over the last few months. He advice makes sense to me

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Keeps us up to date with our investments. Makes sure everything is on track.

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has provided advice on personal finance and on savings

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

Transferred my final salary pension

How has Christopher Wotton helped you?

Did the final salary transfer at a very reasonable price

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in London

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

Retirement

How has Christopher Wotton helped you?

Chris helped me transfer my company pension to a private one

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

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

I was leaving a long term employment after 39 years and had a final salary pension.

How has Christopher Wotton helped you?

By meeting with me to discuss options types of pensions and options to make the best of money over a lifetime period to optimize income with a view to leave a legacy to my dependents. It was carefully decided with consideration to my risk reasoning and comfort.

Have you seen the outcome you were hoping for?

My pension investment has delivered very well despite a drop during the covid19 period of March 2020. I have had regular income and some one of payments, after all fund costs the investment it is still greater than when first invested in 2017/18.

What could they have done better?

I cannot think of anything Chris could have done better, he is always available should I have any concerns, discusses my investment regularly and is always looking for the best option.

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has been extremely helpful with regards to investments and to planning for the future particularly with regards to inheritance tax.

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Always professional and helpful.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has always provides excellent customer service. Always replies promptly to email and telephone enquires

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris consistently helps us with advice and guidance.

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Christopher has kept us updated with all financial news and market movements .

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Reassuring me and giving me the trust in what he is advising

Repeat review from verified client

November, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

I have been in constant contact with Chris and my pension has performed very well.

Repeat review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Still giving advice on our pensions even through lock down

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

I continue to find a very professional team in all my dealings, along with being over the moon with the robust performance of my pension through these troubled times.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has always been very approachable with regards to investments and savings account problems I might be experiencing and always very willing to discuss these issues with me.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has, as always, kept us informed and given good advice on our investments and pensions in this difficult and unpredictable year.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris remains as helpful as before. Excellent service.as always, an excellent service from Chris Wotton. I highly recommend his company and services.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I needed sound advice on investments to provide for future income.

How has Christopher Wotton helped you?

He explained in great detail all the possibilities in an extremely clear way.

Have you seen the outcome you were hoping for?

Very much so, I am very happy with the outcome.

What could they have done better?

I can't think of anything that he could improve on, he is an extremely efficient, knowledgeable and polite man.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Surrey

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

We were retiring and selling our business

How has Christopher Wotton helped you?

With sound advice and guidance with our wealth management.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Need for advice

How has Christopher Wotton helped you?

Christopher provides a thoroughly professional service with sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in London

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

As I approached retirement I wanted to explore my pension options.

How has Christopher Wotton helped you?

By exploring my pension investment options and considering how best to meet my needs.

Have you seen the outcome you were hoping for?

Yes, I have seen my pension increase in value and I have the option to leave it invested or plan a withdrawal when I want it.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Final Salary Pension Advice

How has Christopher Wotton helped you?

Chris provided us with the right guidance and support on options available to us.

Have you seen the outcome you were hoping for?

To date, yes

What could they have done better?

Unable to suggest anything at this point in time, always been very pleased with the service Chris and his team have provided.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Recently retired and wanted to transfer my Final Salary pension scheme

How has Christopher Wotton helped you?

Chris was recommended to me for his specialist knowledge in the transfer of final salary pension schemes. Chris's advice was detailed and clearly explained the possible dangers of moving out of a final salary scheme and the future guaranteed income that I would be losing however the greater flexibility offered by transferring appealed to me.

Have you seen the outcome you were hoping for?

The transaction was dealt with very quickly and efficiently and the fund choice recommended by Chris has performed very well since the transfer completed and held up particularly well in the recent volatile market conditions.

What could they have done better?

There is nothing Chris could have done any better, he is always very quick to answer any questions and carry out requested transactions. Very highly recommended.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Surrey

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

A fear friend bequeathed me an investment trust.

How has Christopher Wotton helped you?

Chris ‘educated’ me on all manor of financial investment. He recommended and introduce my wife and I to an Investment Management company.

Have you seen the outcome you were hoping for?

Our investments are relatively low risk but even in the current financial climate we have seen a return in our investments.

What could they have done better?

Having never required the services of a financial advisor I have no previous experience. Chris offers the right balance of friendliness and professionalism. Chris takes great pride in how he promotes his company and himself. Since its inception Chris has nurtured a successful business with a loyal clientbase.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was looking to transfer my defined benefit pension in to a flexi drawdown pension

How has Christopher Wotton helped you?

Chris advised me over a period of 2 years until the time was right for me to make the big decision.

Have you seen the outcome you were hoping for?

So far so good, even in these very uncertain times. Chris has been very efficient and helped to make the transfer happen very smoothly.

What could they have done better?

I presume Chris is new to VouchedFor as I don't believe he had mentioned it to me

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Surrey

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

Wanted to find a Financial advisor we could trust to manage our money for us .

How has Christopher Wotton helped you?

Chris worked with us to guide and advise on how best to invest our savings and pensions.

Have you seen the outcome you were hoping for?

Yes, financially and personally ! Chris is keen to have constant contact and updates for us. He is excellent at keeping in touch and has excellent people skills. He makes all the financial jargon easy to understand.

What could they have done better?

At the moment no ! , we are very happy with the service we receive from Chris.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I had a Stroke and had to retire early and needed advice of taking my company pension out and investing on a drawdown pension. I did lots of research and Chris had good reviews and which I am please with our meeting and advise he gave me.

How has Christopher Wotton helped you?

I had an appointment with Chris at his office in old Bexley which suited me as it was close and I did not want to travel far. I was looking for an adviser that did final salary pension transfers and investment which would help me and my family.

Have you seen the outcome you were hoping for?

Yes I am happy with the advice and now have a drawdown Pension which I am happy with.

What could they have done better?

He could not have done anything better. Chris help me even in lockdown and arranged my transfers of my pensions in a time that was very hard due to lockdown with Covid . He explained in great detail and made me feel at easy with the process.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was taking my pension pot out of my company and investing in new scheme

How has Christopher Wotton helped you?

Chris advised on the different types of investments, which ones would be most suitable for me. He helped me understand the type of risks I would be taking with the different investment types

Have you seen the outcome you were hoping for?

So far the scheme I have invested my pension in has performed very well

What could they have done better?

Chris laid the options out in layman's terms which was what you need. I honestly can't think of anything he could have done better

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

Husband passed away

How has Christopher Wotton helped you?

Christopher gave clear helpful advice and guidance and has been clear with all advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Kent

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

I was retiring and needed advice for the best way to invest my pension and draw down on it.

How has Christopher Wotton helped you?

Christopher helped by giving me advice and showing me the best ways of investing the money in a clear easy understanding way.

Have you seen the outcome you were hoping for?

Yes the outcome is good.

What could they have done better?

I do not feel that there is anything that Christopher could have done better, I feel the advice I was given has been sufficient for my needs.

Repeat review from verified client

January, 2020

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has provided updates and advice on the pensions that myself and wife have

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

I had savings, investments and pension funds in separate baskets. I realised I needed professional expertise, advice and guidance to help me make sense of my money, especially in the environment of political and financial uncertainty in theist 5 years. I soon found I was out of my depth and desperately needed professional help. I sought the help of my past mortgage broker, to recommend a trusted financial advisor. Christopher Wotton came up as the expert I should consult about my money.

How has Christopher Wotton helped you?

Christopher Wotton and I met in July 218 and discussed at length my financial situation, knowledge, values and aspirations. He has helped me to plan my short, medium and long term goals.

Have you seen the outcome you were hoping for?

It is early days yet and I do not expect unrealistic financial gains so soon. UK has been through and will continue to be in a state of political flux for a while yet. I am patient and Christopher has been very clear in explaining the current and future financial situation. He has a quiet but uplifting manner which helped me see the positive as well the negative issues. This I have found very helpful and encouraging.

What could they have done better?

I must take responsibility to do more with and know more of my investment portfolio initially. I do not feel there is much more Christopher could have done for me at this point in time. I need to catch up with my knowledge, before I can ask Christopher further 'intelligent' questions.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Christopher has kept me up to date with my investment performance, advised on a few actions for me to take, and answered and queries I have had.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in London

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

Retirement advice

How has Christopher Wotton helped you?

Self invested pension plan advice

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Christopher

Christopher is a smart, professional finance adviser. His advice is comprehensive and he takes time to explain all options and the pros and cons. He is informative and approachable at all times. I have used his services for 2 years with great success and shall continue into the future with him regarding finance and investments

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Very similar to last year in December 2018. Chris has always explained what he is about to propose and very conscious of making sure I am fully conversant with any new investments.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Due to an uncertain future created by an un-diagnosed health issue. I wanted to explore retirement at the age of 55, I had a few small pension funds and 17 years membership of a final salary pension. I had long left that employment and so I did not qualify for ill health cover.

How has Christopher Wotton helped you?

We had two or three meetings, where I first outlined my requirements and we look at options generally at first. But then Christopher drilled down into detail and when he presented at this stage it was obvious my requirements could only be met by transferring out of my final salary pension. Christopher ensured I had all of the required information at hand to make an informed decision about my future whilst at the same time he fully managed my expectations. Lets face it retiring at the age of 55 (not only 10 years more for my pension to provide, but also 10 years short on contributions) As well I am the main provider for my partner and 2 children, then need was for my fund to provide until the age of 71, when my partners State Pension would kick in. We also looked at what compromise I could make should a markets crash pressurise my funding. Such as seeking employment or at least part time for my partner or I. Or some type of equity release from our family home.

Have you seen the outcome you were hoping for?

I am sat here writing this enjoying the start of my 2nd year of retirement, very confident with the plans that I have in place to cover my future financial requirements.

What could they have done better?

Christopher and his team provided such a professional and detailed service the answer is a simple NO.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Chris has kept us informed of new developments on our investments and transferred us to better options.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Mr. wotton continues to provide us with our overall wealth management.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Surrey

This review is a follow-up review from a client who left a review previously.

How has Christopher Wotton helped you since your last review?

Christopher has helped us in many ways to ensure we receive the right advice and that it is understood at all times.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

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

Final Salary pension advice

How has Christopher Wotton helped you?

Chris provided guidance and very helpful going through the options available to us

Have you seen the outcome you were hoping for?

Yes very pleased with the way our investments are being managed

What could they have done better?

Chris has always provided excellent service, no suggestions at this point in time.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Kent

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

I needed to find a professional adviser to assist with the transferring of a defined benefit (DB) pension scheme.

How has Christopher Wotton helped you?

Chris invited me to his offices in Bexley, Kent, to establish the facts of what I was looking for. Chris then looked to understand my personal circumstances, my current situation along with my future needs and wants. Chris was very professional throughout and allowed me to talk freely without any interruptions so that he got all the information he required but more importantly, letting me tell him everything in confidence.

Have you seen the outcome you were hoping for?

Chris invited me back to his offices and went through a very comprehensive report outlining his personal recommendation to me. There was absolutely no pressure for an immediate response to conclude and implement his solution. Chris gave me the time to read the report and digest everything it contained before I made up my mind. I instructed Chris to go ahead with his recommendation a couple of days later. Chris kept in touch during the transfer process which went smoothly as it was directed by him.

What could they have done better?

Chris fully understands the importance of remaining professional throughout and as such conducted himself in this way with me throughout. There is nothing he could do more to improve or enhance his service.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

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

I was widowed in July 2010 and required help with my finances and long term planning for the future.

How has Christopher Wotton helped you?

He realized my long term financial needs and explained in detail what would be the better solution for my savings. He also made it very clear my options with regards to savings and setting up a Trust for my son. I think the most important thing that has come out of my investments has been knowing that although the Stock Market can fall there are the opportunities to make a better investment which in turn will hopefully help me with my future finances.

Have you seen the outcome you were hoping for?

Yes and I have been happy with the recommendations given so far.

What could they have done better?

It is helpful if things are listed in order of what will happen when you are about to embark on a new savings regime or product that has been suggested to you. It is also helpful if everything is made clear right from the word go as to what is expected of yourself and what you will receive once everything is up and running.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

A life long friend bequeathed me an assortment of investments that in my opinion had been mismanaged by HSBC. Accepting an invitation to discuss these assets with HSBC my wife and I met Mr Wotton. We were not seeking the services of a Financial Advisor but as I became increasingly disenchanted with how HSBC had managed my friend's investments I sought an alternative to HSBC to entrust with this windfall going forward. On learning that Mr Wotton had left HSBC and was establishing Wotton Wealth Management I approached Mr Wotton offering to become a Wotton Wealth Management client. I was bequeathed a trust fund and numerous share investments. With CW's assistance and guidance we have since sold and acquired further assets and been referred to firm of investment managers to safeguard these assets, my discretionary trust and pensions. Mr Wotton has nurtured Wotton Wealth Management in an impressively business like manner. His attention to even the finer detail is commendable. He clearly has a vision on how to further develop his business and will not be short of those wishing to uptake his services. Iandmanage these investments. ut learning that CW was establishing his own businesshad been managed by HSBC. I was invited by HSBC to attend a meeting at which my wife and I met Chris. In the following months Chris established Wotton Wealth Management. I was not impressed by HSBC so retained a working relationship with Chris. Chris has achieved a great deal in the years that we have known him. His business is flourishing and he continues to demonstrate his acumen and up to date knowledge of the financial services and investments. I have a somewhat limited interest or understanding of share portfolios, pensions and trust funds so have become dependant on Chris to guide my up what is a new path for me. Needless to say this experience is unprecedented for me so I am reliant on Chris' for the most up to date and honest advice. He.

How has Christopher Wotton helped you?

Utilising his knowledge and contacts within HSBC Mr Wotton was able to address the problems I had with HSBC and in time we dispensed with HSBC and transferred my bequeathed shares portfolio, discretionary Trust fund and other assets into a London based Investment management company. We receive constant updates from Mr Wotton in the form of emails and newsletters. We regularly meet for working lunches to discuss other options available to us and gain a better understanding of the financial services industry and how are investments are used to generate growth and ultimately profit for us. Acquiring such a life changing amount of inheritance not dissimilar to a lottery win introduces us to a whole new world of financial investment. Mr Wotton has assisted us enormously by explaining the jargon associated with such financial investments and advised how we can best benefit not only in the short term but in the long term too.

Have you seen the outcome you were hoping for?

Our initial priority was to resolve the outcome of what I consider to be poor advice by HSBC. An inheritance tax bill of £750,000 confirms my suspicions! Ridding us of HSBC was the initial step. With Mr Wotton's advice we have reinvested and trust him to get us the best deal suited to our needs. Contributory global factors outside Mr Wotton's control have resulted in minimal profits this year but this is through no fault or misguidance of Mr Wotton.

What could they have done better?

Very little in our opinion. He demonstrates total professionalism in our experience. He pays considerable attention to how he presents himself and his company. I accept the services of a Financial Advisor are unprecedented for my family and I but Mr Wotton does not appear to take advantage of my ignorance. He has ensured that we have a clear understanding of all the protocols and procedures required to make the most out of the assets we have entrusted him with.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Surrey

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

Did not trust his advice. Was not happy.

How has Christopher Wotton helped you?

He helped us invest for our retirement and we are very happy with the outcome so far.

Have you seen the outcome you were hoping for?

Yes - we get quarterly reports regarding our investments. He is also linked to our accounts and together they have helped us in advising us with our investment (Mainly Mr Wotton).

What could they have done better?

May be to help us understand the reports on our investments, although he is very good and explains it when ever we have asked.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

Needed advice on private pensions which were coming to maturity.

How has Christopher Wotton helped you?

Reviewed my pension and advised on draw down pension which suited my needs.

Have you seen the outcome you were hoping for?

My wife and I now have a clear plan for our future retirement.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

The need for professional advice.

How has Christopher Wotton helped you?

Christopher analysed our portfolio and provided good advice to maximise our savings.

Have you seen the outcome you were hoping for?

Definitely.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

Seeking quality advice.

How has Christopher Wotton helped you?

Provided a thoroughly professional service to financial planning.

Have you seen the outcome you were hoping for?

Definitely.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

I needed to find a financial adviser who could transfer my Final salary pension.

How has Christopher Wotton helped you?

Chris completed the pension transfer for me and made the whole process stress free. The fees were very competitive and I would highly recommend the services of Wotton Wealth Management.

Have you seen the outcome you were hoping for?

Yes, I now have a great investment portfolio and tax free lump sum to enjoy.

What could they have done better?

Nothing, the whole experience was pain free

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

initially it was for pension advice.

How has Christopher Wotton helped you?

Chris is a wealth of knowledge in all things financial. He is extremely patient & thorough. Both my husband and I feel really confident that Chris will do a good job looking after our finances and guiding us to retirement.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

Can't fault Chris

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Kent

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

My husband and I were looking at retirement.

How has Christopher Wotton helped you?

Chris gave us advice on what to do with our various pensions ,how to invest them and how to best receive a monthly income and paying off our mortgages.

Have you seen the outcome you were hoping for?

So far all our investments are doing well.

What could they have done better?

Chris has given us clear information and also keeps us up to date with our investments.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Surrey

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

I was selling my business and retiring. We needed to wrap up our savings and the procedes of the sale into tax efficient products.

How has Christopher Wotton helped you?

He gave us advice and recommended some investment organisations, both of which have been most beneficial to us.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

I can’t praise Mr. Wotton’s services enough. He has consistantly met with my requirements and minor suggestions enthusiastically. There is nothing that he could have done better.