Craig's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 21 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 5 )
Review
by a verified client in Tyne and Wear
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of clarity over legacy work place pensions
How has Craig Chandler helped you?
Helped understand what I have and what I should be doing
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Done everything I have asked for and provided me with confidence that I will achieve goals
Review
by a verified client in Tyne and Wear
7 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
To make my savings work for me
How has Craig Chandler helped you?
Investing my pension lump sum.
Have you seen the outcome you were hoping for?
Too early
Review
by a verified client in Derbyshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To seek advice on consolidating a number of smaller pensions and changing the beneficiaries of a main pension.
How has Craig Chandler helped you?
Craig helped me to understand the pros and cons of drawdown at the earliest opportunity and to change the names of the beneficiaries on my main pension.
Have you seen the outcome you were hoping for?
The beneficiaries have been changed and Craig has given me instructions on how to proceed to obtain the value of a pension I can drawdown early.
What could they have done better?
Nothing
Review
by a verified client in South Yorkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My father and grand father past away
How has Craig Chandler helped you?
My grand father passed away and then my father passed away while he was dealing with my grandads affairs, leaving myself to deal with both. Craig has been invaluable with his help & advice as I dealt with the estates, ensured my mothers pension income meets her needs, re-investing the inheritance and planning for the future.
Have you seen the outcome you were hoping for?
Yes I’m very happy with the outcome
What could they have done better?
Nothing
Review
by a verified client in Tyne and Wear
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement.
How has Craig Chandler helped you?
Sorted out my finances to be able to retire without worrying about my income.
Have you seen the outcome you were hoping for?
Yes it has really benefited my wife and I. Without there advice we would not be in the healthy position we now find ourselves in.
What could they have done better?
In my opinion they did everything possible to help us in our situation.