Charlotte's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 22 )
Pensions ( 80 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 38 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 19 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 18 )
£100k - £200k ( 7 )
£50k - 100k ( 10 )
Up to £50k ( 14 )
Repeat review
by a verified client in Somerset
7 days ago
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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
8 days ago
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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
Repeat review
by a verified client in Hertfordshire
15 days ago
Overall
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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?
Continues to provide the Pension advice which I need when I need it.
Repeat review
by a verified client in Bedfordshire
a month ago
Overall
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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?
Helped both myself and my partner regarding pensions, condensing pensions and renewal of mortgage.
Repeat review
by a verified client in Bedfordshire
2 months ago
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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?
As before Charlotte and her team are just at the end of call or message. I have been looking at increase in my pension and the implications. Charlotte provided me with a number of different scenarios and the outcomes of each one on my income, tax and pension pots. This has allowed me to make a decision about changes to my draw down. The best thing is knowing that I have professionals available that can guide and support my queries and enable me to make the best decision for myself and my family - that is a good security to have.