Charlotte Gibbon

Charlotte Gibbon

Independent Personal Financial Management Ltd

Charlotte's reviews

Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 22 )

Pensions ( 82 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 39 )

Investments and Savings ( 48 )

Pension Transfers - Non Specialist ( 20 )

Inheritance Planning ( 5 )

Pension Transfers - Specialist ( 10 )

Financial Planning ( 21 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 13 )

£200k - £500k ( 19 )

£100k - £200k ( 7 )

£50k - 100k ( 10 )

Up to £50k ( 15 )

Repeat review

by a verified client in Bedfordshire

a month ago

Overall

Advice

Service

Value

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

How has Charlotte Gibbon helped you since your last review?

Kept me informed on the performance of my pension and investments looking at my long term goals .

Repeat review

by a verified client in Lincolnshire

a month ago

Overall

Advice

Service

Value

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

How has Charlotte Gibbon helped you since your last review?

Charlotte is always there at the end of the phone for help and advice regarding pensions and investments.

Repeat review

by a verified client in Bedfordshire

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 Gibbon helped you since your last review?

Charlotte has continued to provide sound & prompt advice without which my knowledge of pensions would not be where it is today. Charlotte has continued to reassure me or give me a heads up on current financial affairs.

Repeat review

by a verified client in Somerset

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 Gibbon helped you since your last review?

Here again i had a query about something financial and phoned Charlotte. It transpired that there had been a mistake made within the department which was resolved quite quickly once known - here again my thanks go to this lady.

Repeat review

by a verified client in Hertfordshire

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 Gibbon helped you since your last review?

Kept me up to date with the progress of my pension fund and is always very responsive if I have any questions