Sarah's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 21 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 4 )
Up to £50k ( 1 )
Review
by a verified client in Tyne and Wear
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had received a large sum of money via inheritance and needed advice and help on managing and investing it.
How has Sarah Chandler helped you?
Sarah is an excellent financial advisor. She is very professional, knowledgeable and friendly. She is client centred and listens to my needs and any queries or concerns I may have about my investment. She explains concepts clearly and I trust her judgement and advice. Thank you Sarah.
Have you seen the outcome you were hoping for?
So far I am happy with the outcomes.
What could they have done better?
Nothing. I was a client of the company that Perspective North East took over from. I felt the transition was carried out very smoothly and I am very pleased to have been assigned to Sarah.
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Many years ago my wife inherited some money and we asked a friend. (Who is a solicitor) for advice.
How has Sarah Chandler helped you?
Annual reviews have helped greatly in understanding my financial position. Sarah has been helpful in leading discussions and responding to concerns that I have expressed.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
I am satisfied completely
Review
by a verified client in Tyne and Wear
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been working with Sarah for several years now , following my retirement
How has Sarah Chandler helped you?
She directed me to the Perspective Platform which is working very well for me and my needs
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing!
Review
by a verified client in Northumberland
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As a widow our mum needed financial help and advice
How has Sarah Chandler helped you?
Sarah and Perspective ,were able to work through a complex estate, managing the savings, investments and ISAs in a clear concise and understandable way.
Have you seen the outcome you were hoping for?
We always feel reassured that our business is managed well and we are updated with a meeting on an annual basis. The investments and Trust are both in a healthy position.
Review
by a verified client in Leicestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sarah looked after my Mum when she was still with us and my Brother in Law,. She advised me on inheritance, my pension, to ensure I have funds for my future, then sadly how to plan after my wife passed away, with an eye to the future for my kids.
How has Sarah Chandler helped you?
moving my company pension to a private stocks and shares. move in heritance to stocks and shares ISA, and how to plan for life with Military and widowers pension.
Have you seen the outcome you were hoping for?
yes, my pension has increased, my saving also in line with the Risk Level that Sarah recommended.
What could they have done better?
not much more.