Charlotte's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 22 )
Pensions ( 75 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 18 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 17 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 18 )
£100k - £200k ( 7 )
£50k - 100k ( 10 )
Up to £50k ( 13 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Charlotte
Charlotte was friendly and approachable and have us confidence she was someone we could work with.
Repeat review
by a verified client in Bedfordshire
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 Gibbon helped you since your last review?
Charlotte has continued to review and manage my pension and savings portfolio
Repeat review
by a verified client in Devon
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 Gibbon helped you since your last review?
Annual reviews and risk appetite assessment
Repeat review
by a verified client in Bedfordshire
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 Gibbon helped you since your last review?
Sorting out our pensions and children’s investments!!
Repeat review
by a verified client in Cambridgeshire
4 months ago
Overall
Value
Service
Advice
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?
She provided a solid professional advice in all areas required.