Chris's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 8 )
Pensions ( 39 )
Equity Release ( 7 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 19 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 6 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering pensions and looking at consolidating them.
How has Chris Brennan helped you?
Gave me advice and discussed options.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing - very happy
Chris:
Thank you, Vicky, for your lovely review. I’m so pleased to hear that you’re happy with the advice and options we discussed for consolidating your pensions and that you’ve achieved the outcome you were hoping for. It’s always rewarding to help clients simplify their financial arrangements and feel confident in their decisions. If you have questions or need additional support, please don’t hesitate to reach out.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bit of a minefield and needed someone I could trust.
How has Chris Brennan helped you?
Found me a high level of sum assured despite my health issues. No other adviser I approached could achieve this. Good return on investments.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing
Chris:
Thank you, Steve, for your kind review. I’m delighted we were able to secure a high level of sum assured for you despite the health challenges and that your investments are delivering the results you hoped for. Your feedback highlights the value of tailored financial advice in navigating complex situations. It’s been a pleasure assisting you, and I’m here if you need further support in the future.Review
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Decided to take early retirement
How has Chris Brennan helped you?
Chris helped me to sort my personal pension out and advised all the options that would be available and recommended the best option
Have you seen the outcome you were hoping for?
Yes satisfied with everything up to present
What could they have done better?
Nothing really i get a regular update on any issues that could arise now or in the possible future.
Chris:
Thank you very much for sharing your thoughts. I’m pleased to hear that our work together has provided you with clarity and satisfaction regarding your pension options. Taking early retirement is a big step, and it’s great to know that the options and strategies we discussed have set you on a path you’re happy with. Keeping you informed of current and potential future changes is a priority, and I’m here to ensure your retirement plans continue to meet your needs as circumstances evolve. Thank you again for your trust, Lee—I look forward to supporting you in this next chapter.Review
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our Site has been acquired and we now need long term financial planning
How has Chris Brennan helped you?
Enormously he always has been my go to person for financial advice
Have you seen the outcome you were hoping for?
Still ongoing
What could they have done better?
Nothing he always maintains an extremely high standard of advice
Chris:
Thank you for sharing your feedback Breck. I’m glad to hear that you value the high standard of advice I aim to provide and that you’ve found my support valuable, especially as you navigate long-term planning following your site’s acquisition. Financial transitions like these are significant, and I’m here to help you create a lasting strategy that adapts to both current and future needs. It’s a privilege to be your go-to adviser, and I look forward to continuing our work together as we move toward the outcomes you’re hoping to achieve.Review
by a verified client in Cheshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of advise
How has Chris Brennan helped you?
Given me financial security
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Chris:
Thank you for sharing your experience and for your kind words. I’m very pleased to know that our work together has helped provide you with financial security and the peace of mind that comes with it. Transitioning to a new adviser is an important decision, and I’m glad that you feel supported and secure in this partnership. Financial security is always at the heart of what I aim to deliver, and I’m here to help you continue building on this solid foundation. Thank you again, Lynne, for placing your trust in me.