Charlotte's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 22 )
Pensions ( 100 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 52 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 6 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 28 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 23 )
£100k - £200k ( 10 )
£50k - 100k ( 10 )
Up to £50k ( 16 )
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?
Had a catch up review to check I am where need to be at this time. Helpful review again
Repeat review
by a verified client in Lincolnshire
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?
Some years ago, we made some significant financial decisions, and we have an annual review with Charlotte to ensure our plans are still relevant.
Repeat review
by a verified client in Bedfordshire
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?
Advised me on how to release some capital to buy a campervan and to move monies into my ISA and my wife’s ISA .
Repeat review
by a verified client in Bedfordshire
5 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 assist me in the way she always has. Charlotte has continued to provide sound & prompt advice. Charlotte has continued to reassure me or give me a heads up on current financial affairs.
Repeat review
by a verified client in Hertfordshire
5 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?
Very happy with the service I get from Charlotte