Chris's reviews
Reviewed for
Mortgages ( 1 )
Pensions ( 8 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in West Sussex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I came into Inheritance money.
How has Chris Nicholls helped you?
He gave me very clear understanding of my various options without any pressure.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can think of nothing he could have done better. I like that he responds immediately to any queries I may have.
Review
by a verified client in Warwickshire
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance Money.
How has Chris Nicholls helped you?
He visited me and communicated by phone/email to discuss options.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
He could have been in contact more often to discuss changes to investments/options available
Review
by a verified client in Sussex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To provide income in a tax efficient way.
How has Chris Nicholls helped you?
By investing and advising me in a trustworthy manner.
Have you seen the outcome you were hoping for?
Overall,yes.
What could they have done better?
It is easy to see people getting better returns in any one year,but overall I am happy
Review
by a verified client in West Sussex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Chris Nicholls helped you?
Invested money in the stock market and ISA advice etc.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
More than happy with advice given and investments made
Review
by a verified client in West Sussex
7 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed someone to look at my position from an overall perspective & ensure that my position was being maximised.
How has Chris Nicholls helped you?
Chris understood my needs and came up with a cohesive plan going forward.
Have you seen the outcome you were hoping for?
I have recieved good advice and am pleased with Chris's performance on my behalf. I also get regular updated advice as things develop and my position changes.
What could they have done better?
I was concerned at the number of paper documents I was getting and discussed this with Chris, I am pleased this has now reduced.