Christopher's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 5 )
Investments and Savings ( 5 )
Inheritance Planning ( 3 )
Financial Planning ( 3 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Staffordshire
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I have used this firm for many years.
How has Christopher Needham helped you?
He persuaded me to allow quicker decisions to be made regarding my portfolio.
Have you seen the outcome you were hoping for?
Not yet, due to current financial rollercoaster.
What could they have done better?
Nothing
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Cannot remember as I’ve had an advisor for years
How has Christopher Needham helped you?
In all my pension needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
?
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Spare cash was available from our income.
How has Christopher Needham helped you?
Advised that the cash ISA I had had in place for a number of years was performing sluggishly and that a discretionary investment with some risk attached was likely to produce greater growth.
Have you seen the outcome you were hoping for?
Switch to a discretionary approach has just taken place, so no comment possible as yet on the outcome.
What could they have done better?
Nothing.
Review
by a verified client in Worcestershire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a annual Review with Chrus to discuss and review my pension and savings.
How has Christopher Needham helped you?
Clarification of my pension needs and savings
Have you seen the outcome you were hoping for?
Good growth on my pension pot
What could they have done better?
Nothing comes to mind
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've had a financial advisor since I retired in 2017 who has subsequently retired. Christopher has been my financial advisor since 2024.
How has Christopher Needham helped you?
With solid advice and recommendations for the ever evolving nature of my retirement and ongoing financial planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing comes to mind.