Charlotte's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 22 )
Pensions ( 89 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 24 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 19 )
£100k - £200k ( 9 )
£50k - 100k ( 10 )
Up to £50k ( 16 )
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?
Very much the same....
Repeat review
by a verified client in Devon
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?
Annual reviews and ongoing financial advice.
Repeat review
by a verified client in Cambridgeshire
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?
Her colleagues helped me from time to time when it was required. I only had a few interactions this year. In general, it is good value for money and I received professional advice regarding pension and retirement investments.
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?
Advised me on mortgage options for a possible move and changed my pension fund to a better performing option with lower charges.
Repeat review
by a verified client in Perthshire
4 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?
Releasing funds in the best possible way for our investments