Chris's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 8 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 20 )
Financial Mentoring ( 4 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 15 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 1 )
Review
by a verified client in West Yorkshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment guidance.
How has Chris Simpson helped you?
Manage investments, advise on management of risks.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of Business
How has Chris Simpson helped you?
Good clear advise on Investments and Inheritance planning
Have you seen the outcome you were hoping for?
Early days but yes
What could they have done better?
No much
Review
by a verified client in West Yorkshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of business and financial planning.
How has Chris Simpson helped you?
He has been very helpful with investment, tax and pension planning.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Chris
I went into this with no specific goal, just looking for a general finance health check. Chris went through my personal finances quite quickly and left me with some priority action points that I can work on. All in all, a very good service.
Review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sale of business.
How has Chris Simpson helped you?
Financial advice and long term planning.
Have you seen the outcome you were hoping for?
Yes and on going.