Chris's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 4 )
Pensions ( 42 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 1 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 9 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 26 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 15 )
£100k - £200k ( 5 )
Up to £50k ( 3 )
£50k - 100k ( 9 )
Review
by a verified client in Lincolnshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’ve taken financial advice for many years as it makes sense to consult an appropriate advisor in such an important matter.
How has Chris Gray helped you?
He has given me sound advice in the best way to manage my financial affairs.
Have you seen the outcome you were hoping for?
Generally yes.
What could they have done better?
Nothing
Chris:
Thanks for your review Rod. As you say, taking financial advice is so important and I'm pleased to see we're looking after you well in this area - ChrisReview
by a verified client in Lincolnshire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
semi retirement
How has Chris Gray helped you?
Retirement and investment advice
Have you seen the outcome you were hoping for?
not really
What could they have done better?
Think it was just markets
Chris:
Thank you, Neil, for taking the time to leave a review. I appreciate your honest feedback. It’s been a pleasure supporting you through your transition into semi-retirement, helping to structure your retirement plans and investment strategy. I completely understand that recent market conditions have had an impact, and it’s something that has affected many investors over the past year. Our focus remains on ensuring that the advice and financial planning we provide continues to support your long-term goals, even during challenging market periods. If there is anything further we can do to support you, or if you would like to review any part of your plan, please don’t hesitate to get in touch. Helping clients navigate retirement with confidence and clarity is always our priority. Thank you again for your trust and for sharing your experience. Warm Regards ChrisReview
by a verified client in East Riding
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to see if I could retire early and whether my savings were best placed for a reasonable return
How has Chris Gray helped you?
Chris did cash flows to show I could retire early and moved savings into better investments to allow future drawdown and pots to save lump sums in maximising tax advantages. He moved old pension assets into more flexible new ones and ensured beneficiaries were named
Have you seen the outcome you were hoping for?
Early days yet on long term investments, which is why I have given 4 stars instead of 5. Will be interesting to see overall profits after feed at the next annual review
What could they have done better?
Customer service was great. Chris was always willing to go the extra mile to explain things. Can't think of anything at this point which could be better
Chris:
Dear Jill, Thank you so much for taking the time to leave this thoughtful review. I’m really pleased to hear that you felt well supported throughout the process and that my explanations helped make everything clearer for you. It’s great to know that the cashflow planning provided reassurance about the possibility of retiring early and that the steps we’ve taken to improve the flexibility and efficiency of your investments have been helpful. You’ve rightly pointed out that long-term investments take time to prove their value, and it’s entirely understandable to want to see how things perform over time. I look forward to reviewing this with you at your next annual meeting, ensuring everything remains on track and continues to align with your goals. Thank you once again for your kind words about the service received so far. It’s a real privilege to support you with such important decisions, and I look forward to working with you in the years ahead. Best regards, ChrisReview
by a verified client in Lincolnshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Chris was recommended by a friend. Having lived and worked overseas for many years. I required FA from a UK FA, and Chris was perfect.
How has Chris Gray helped you?
We are not knowledgeable as regards pensions investments etc Chris always takes time to explain he is always available for any questions or concerns.
Have you seen the outcome you were hoping for?
We are extremely pleased with our financial outcomes and projections.
What could they have done better?
No everything is perfect
Chris:
Dear Mark, Thank you so much for taking the time to leave such a thoughtful review. I’m delighted to hear that you’ve been pleased with the advice and support provided. It’s great to know that, after living and working overseas, you felt reassured by the guidance tailored to your UK financial needs. I’m particularly pleased that you’ve found our conversations around pensions and investments clear and helpful. Taking the time to ensure clients fully understand their financial plans is always a priority. It’s rewarding to hear that you feel supported and that I’ve been able to answer any questions along the way. I’m also really pleased that you’re happy with the financial outcomes and projections we’ve put in place. Helping clients gain clarity and confidence about their financial future is exactly what financial planning is all about. Thank you again for your kind words. I look forward to continuing to support you on your financial journey. Kind regards, ChrisReview
by a verified client in Staffordshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to access some funds in pension, and consolidate two existing pension funds
How has Chris Gray helped you?
Chris was better able to understand my needs than other advisers I talked to. Costs were not excessive and I feel that Chris and I are "on the same page" which greatly helps with trust that my pension goals will be realised.
Have you seen the outcome you were hoping for?
By jointly agreeing appropriate times and amounts for draw-down the effect on overall investment was minimal and I am very satisfied with the results achieved to date.
What could they have done better?
I am entirely happy with what Chris has done for me and feel there is nothing he could have done better.
Chris:
Thank you, Mark, for taking the time to leave such a thoughtful review. I’m really pleased to hear that you’ve been happy with the advice and support provided. It’s great to know that you felt we were able to fully understand your needs and that our conversations have built the trust that’s so important when managing something as significant as your pension. I’m particularly glad that the approach we agreed—carefully considering the timing and amounts of your drawdowns—has helped to minimise the impact on your overall investments while achieving your objectives. It’s rewarding to hear that this has delivered the results you were hoping for. Helping clients navigate pension consolidation and withdrawals in a way that supports both their immediate needs and long-term goals is a key part of what we do. Thank you again for your kind words, Mark. I look forward to continuing to support you in the years ahead. Warm Regards Chris