Chris's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 12 )
Pensions ( 168 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 89 )
Auto Enrolment ( 1 )
Investments and Savings ( 99 )
Pension Transfers - Non Specialist ( 41 )
Inheritance Planning ( 27 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 21 )
Financial Planning ( 16 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 39 )
£200k - £500k ( 32 )
£100k - £200k ( 22 )
( 1 )
£50k - 100k ( 14 )
Up to £50k ( 23 )
Review
by a verified client in Tyne and Wear
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice on transfers of pensions
How has Chris Breward helped you?
comprehensive knowledge and excellent advice on the many different options available to myself.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
TBH not a lot, the whole process was completed a lot quicker than expected.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For future investment.
How has Chris Breward helped you?
The financial advice we have received from Chris and his team, is very professional and helpful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Extremely happy with everything they have done for us.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and investment advice
How has Chris Breward helped you?
Retirement planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Remove the air fresheners, I am allergic.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to retire at 55 years of age. I had an amount of private pensions and needed advice to understand my options. Chris Breward had been recommended to me by friends.
How has Chris Breward helped you?
It was a daunting time for me as I had very little understanding of how the private pension system worked. Chris gave me a good understanding of the system & more importantly the understanding of the options I had with my private pensions funds. Chris and his team gave me a professional, knowledgeable and personable service to allow me to retire at 55. Chris's focus is to advise what the best option is for me, under my circumstances and with my funds. He has given me confidence in the private pension process and knowing my funds are as safe under WOA. The service Chris gives is exceptional and easily achieves Service Excellence. In my 37 years of adult life, WOA is only 1 of 3 global companies that I have experienced this level of service.
Have you seen the outcome you were hoping for?
Far exceeded my expectations. I retired aged 53 & have been retired now for almost 3 years. I'm truly living my dream.
What could they have done better?
I honestly can't think of anything which could have been done better. All of my requests for advice or funds have been actioned to the level of Service Excellence.
Review
by a verified client in Durham
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a few pensions that I needed putting into one
How has Chris Breward helped you?
Chris gave me advice about my pensions to which we invested them with chris My wife finished work so I'm able to draw money to cover the lost wages.
Have you seen the outcome you were hoping for?
I'm very happy with the outcome don't think I've lost any pensions investment.
What could they have done better?
Nothing i think the service we reciece is next to none. There only a phone call away.