Chris's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 12 )

Pensions ( 52 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 36 )

Investments and Savings ( 35 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 7 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 21 )

Financial Planning ( 16 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 20 )

£200k - £500k ( 17 )

£100k - £200k ( 3 )

Up to £50k ( 4 )

£50k - 100k ( 6 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Review

by a verified client in Dorset

6 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

When I moved house 21 years ago I needed a mortgage adviser and Chris was recommended by the estate agent

How has Chris Bibb helped you?

Chris has provided sound advice over the last 20+ years on mortgages, savings, investments, tax and more recently pension advice and planning for retirement. He has always been approachable and quick to respond in a way that is easy to understand.

Have you seen the outcome you were hoping for?

Yes, the investments made have provided the expected returns with the appropriate level of risk

What could they have done better?

Nothing. Always approachable and courteous and quick to respond

Chris:

Thanks so much Cathy, always a pleasure working with you and helping you achieve your goals. Now in our 3rd decade!!
Repeat review

by a verified client in Cambridgeshire

7 months ago

Overall

Advice

Service

Value

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

How has Chris Bibb helped you since your last review?

Given good advice for how my money can work for my retirement

Chris:

Thanks so much for your reply Barbara, it's a pleasure being your adviser and your feedback is most gratefully received, always. Chris
Repeat review

by a verified client in Dorset

7 months ago

Overall

Advice

Service

Value

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

How has Chris Bibb helped you since your last review?

Annual financial review. Additional contact when money was needed to be moved to easy access accounts. Moved promptly and efficiently

Chris:

Thanks for taking the time to leave your review, Mike. It's very much appreciated. Have a great Christmas and here's to a happy 2026! Chris
Review

by a verified client in Dorset

7 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I am looking to plan my retirement from a post in Further Education and was looking for sound expert advice. A colleague of mine recommended Chris Bibb and the relationship has grown from there. The advice and information that I was sent to determine my financial investment and risk profiles was excellent and quite revealing. Strong and sound advice and planning has been welcomed and undertake with excellent results.

How has Chris Bibb helped you?

Please see the information above.

Have you seen the outcome you were hoping for?

Yes and with the future that is now well planned.

What could they have done better?

Nothing.

Chris:

Many thanks for taking the time to leave a review, Allan, it's very much appreciated and a pleasure working with you. Chris
Review

by a verified client in Dorset

7 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Chris has always been so easy to talk to and offers sound advice in an easy to understand way.

How has Chris Bibb helped you?

Being able to contact him personally by phone email or message

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Very happy with what he did

Chris:

Many thanks for taking the time to leave a review, John. It's very much appreciated and a pleasure helping you with your finances. Thanks again Chris