Chris's reviews

Reviewed for

Insurance and Protection ( 9 )

Mortgages ( 8 )

Pensions ( 48 )

Equity Release ( 7 )

Retirement income (annuities, drawdown) ( 30 )

Investments and Savings ( 42 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 25 )

Long Term Care ( 9 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 20 )

Financial Mentoring ( 3 )

Reviewers' assets

£500k+ ( 8 )

£200k - £500k ( 8 )

£100k - £200k ( 2 )

£50k - 100k ( 3 )

Up to £50k ( 2 )

First impression

by a VouchedFor user

8 months ago

Overall

Please provide a brief comment about your experience with Chris

The experience has been very beneficial. Service provided has been thorough and detailed. Chris took the time to explain matters clearly. Very knowledgeable and professional.

Review

by a verified client in Cheshire

10 months ago

Overall

Advice

Service

Value

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

I have been a client for many years.

How has Chris Brennan helped you?

Chris has been helping me with my financial affairs for many years and understands my changing circumstances and has always given me good guidance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

10 months ago

Overall

Advice

Service

Value

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

Needed advice for my pensions

How has Chris Brennan helped you?

Provided pension advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Cheshire

10 months ago

Overall

Advice

Service

Value

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

I have been with this intermediary for a number of years.

How has Chris Brennan helped you?

Sound financial advice and very good returns on investments/pension

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing really. 100% happy.

Review

by a verified client in Manchester

10 months ago

Overall

Advice

Service

Value

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

Death of my father who had many shares in different companies. Chris simplified things for me

How has Chris Brennan helped you?

Guided me through the death of my parents and any financial difficulties ive had

Have you seen the outcome you were hoping for?

Yes my investments have been profitable

What could they have done better?

No I don't think so