Charlotte's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 2 )
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 5 )
£50k - 100k ( 2 )
Up to £50k ( 6 )
Review
by a verified client in Worcestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For advise on how to maximise my finances
How has Charlotte Webb helped you?
Organise and simplify my finances and thought process
Have you seen the outcome you were hoping for?
It’s a long term project but all heading in the right direction
What could they have done better?
N/A
Review
by a verified client in Powys
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was seeking financial advice on my current pensions and overall financial planning for my retirement.
How has Charlotte Webb helped you?
Charlotte has been very helpful in reviewing my current pensions and advising what to do with them in order to get the best performance. She is also helping me to develop a financial plan for the long term.
Have you seen the outcome you were hoping for?
I only been a client for a year but I am pleased with the results so far.
Review
by a verified client in Ross-shire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had 3 separate pensions & wasn’t sure how to manage them all.
How has Charlotte Webb helped you?
She has given me all the advice I needed to manage my pensions
Have you seen the outcome you were hoping for?
Yes, I’ve seen significant growth since joining Charlotte.
Review
by a verified client in Herefordshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for an adviser that I could trust to give me the most appropriate advice for my circumstances.
How has Charlotte Webb helped you?
Charlotte is extremely professional but with a very human touch, She has taken the time to understand me and my personal circumstances ans ensured that any advice takes all of that into consideration.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Herefordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had cash savings that I wanted to invest.
How has Charlotte Webb helped you?
Yes Charlotte advised me on my options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I have been really pleased