Chris Broome

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

our bank Manager introduced him to help us plan for the future

How has Chris Broome helped you?

he was and is amazing always there for a chat and gives great advise does everything for you for a fee of course, knows his stuff full of good knowledge and very calming.

Have you seen the outcome you were hoping for?

not yet but im sure we will in the future as its the future which is more important to us.

What could they have done better?

i dont know what he could do better as its all great for now

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

We felt that it was the right time

How has Chris Broome helped you?

He opened our eyes to investing

Have you seen the outcome you were hoping for?

A work in progress!

What could they have done better?

Nothing!

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

Becoming a business owner and the business began to grow and so did our financial situation did, not knowing what to do this was the best way of getting advice and support.

How has Chris Broome helped you?

Not sure if the box is big enough but, in every way possible Chris helped us to understand of financial future and put a structure in place to make our lives a little easier not have to worry. Also supported us through more personal elements of future plans and the list goes on.

Have you seen the outcome you were hoping for?

Yes, completely a greater understanding of our future for us and our family.

What could they have done better?

The one thing i can say, don't stop doing what your doing sometimes we can get steered off our path by others, and this can be catastrophic to anyone so keeping looking forward and focused.

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

We were looking to move house but ended up looking at all our finances and doing a financial plan for our future.

How has Chris Broome helped you?

Chris has helped us create investments for ourselves and children’s future. He had also helped with our private pensions and recently looked at mortgages for our potentential house move.

Have you seen the outcome you were hoping for?

We have only been working with Chris for just over a year but we are pleased with how smoothly things run and the simplicity of using the products in place.

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

With a fast growing business, we wanted to ensure we had our business and personal finances aligned to maximise our earnings.

How has Chris Broome helped you?

Chris presented us with a financial life plan, tidied up our pensions and offers clear advice with regards to the separation between business and personal assets.

Have you seen the outcome you were hoping for?

We're in the very early days but it's positive so far!