Chris Brown

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

We were returning from a number of years working abroad and preparing for retirement.

How has Chris Brown helped you?

Chris helped us first of all to understand our overall financial position, explained our options and advised the pros and cons of each of these. He and his team were very thorough and patient as we worked through our situation.

Have you seen the outcome you were hoping for?

We are very satisfied that we have made the decisions that were right for us.

What could they have done better?

The only issue was not being able to hold the discussions in person due to the pandemic.

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

In my mid fifties I was keen to review the various pensions that i had accrued during my working career and seek advice on the most efficient course of action to meet my requirements as I approach retirement.

How has Chris Brown helped you?

By identifying the key elements of financial planning ....., budget requirements, performance expectations diversification, flexibility of pension options, tax efficiency amongst others

Have you seen the outcome you were hoping for?

Chris and team have made meaningful progress in achieving my goals.

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

Needed reliable advice and guidance on wealth management in retirement.

How has Chris Brown helped you?

After careful and thorough analysis of my situation Chris arranged an appropriate and well diversified investment portfolio to match my needs and my attitude to risk. This is reviewed with me regularly and adjusted as appropriate. He also provides excellent education and updates on what's happening in the world of investments in all the areas that are (or could be) relevant to me.

Have you seen the outcome you were hoping for?

This is an ongoing process with no specific short term goals. In the years that I've been with him, I've been more than happy with the results achieved. I'm confident that this will continue in the years ahead.

What could they have done better?

Fees and charges could have been a little lower.

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

Pension planning

How has Chris Brown helped you?

We have been clients of Begley Brown for many years and have no hesitation in recommending them. Our loyalty has been earned through the highest level of service provided by the company. Along with their financial competence and transparency we have found them to be friendly and approachable, informative in a straightforward, jargon free way and always provide us with a bespoke service tailored to our specific needs. Their holistic approach makes them more than just a financial advisor.

Have you seen the outcome you were hoping for?

Very much.

What could they have done better?

Nothing, service excellent

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

we needed pension advice, and Chris was recommended to us by our accountants. Chris is very good at understanding our needs and circumstances.

How has Chris Brown helped you?

Begley Brown have been our financial advisers for many years, and we value very highly the service they have provided us, and in particular the investment of time that they have made in truly getting to know us, their clients. We have always been able to discuss every aspect of our financial affairs with complete assurance that this will be treated with sensitivity and compassion, while at the same time ensuring that we are encouraged to be organized and rigorous about the management of our personal financial affairs.

Have you seen the outcome you were hoping for?

Yes, pension fund has increased beyond expectations in the years since we've been advised by Chris.