Christy's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 19 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
( 1 )
Review
by a verified client in East Sussex
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to invest savings to see a return
How has Christy Morrison helped you?
Produced a financial report and recommendations on both business protection and investments, including personal pension planning.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Somerset
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Selling part of business I was. Looking for advice on investing the proceeds
How has Christy Morrison helped you?
Advising the best way of investing in a very clear way
Have you seen the outcome you were hoping for?
Too early to comment
What could they have done better?
Don’t think they could have done better
Review
by a verified client in London
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Seeking better return on investments and cash in the bank
How has Christy Morrison helped you?
Changed the way I think about investments and returns. Offered advice based on my own appetite for risk
Have you seen the outcome you were hoping for?
Yes, really great return and a new mindset for investments
What could they have done better?
Nothing
Review
by a verified client in Kent
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Business Growth
How has Christy Morrison helped you?
Informative and compassion for future
Have you seen the outcome you were hoping for?
To early to say but yes in some areas
Review
by a verified client in Hertfordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review my overall financial situation and better understand my position and what options I had. I really wanted to engage with a female adviser who I felt would better understand me and my circumstances.
How has Christy Morrison helped you?
Massively, we’ve reviewed my existing plans, invested further to maximise how I could be more tax efficient. We’ve also completed a full cashflow plan which has really helped to bring everything to life.
Have you seen the outcome you were hoping for?
Yes absolutely. Feel like I’m in a safe pair of hands and looking forward to continuing working with Christy over the years.
What could they have done better?
Nothing.