Christy's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 22 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 1 )
( 1 )
Up to £50k ( 2 )
Review
by a verified client in London
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
General advice about pensions and investments for myself and my husband.
How has Christy Morrison helped you?
Christy gave us very clear, easy to understand advice and was very understanding about doing things at a pace that took into account how much capacity we had to respond to emails. She was very clear about any deadlines and helped us to understand what was most pressing and what wasn't as urgent.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review
by a verified client in London
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Christy Morrison helped you?
Ms Morrison has been extremely helpful in explaining financial issues to me. She has been extremely patient with my complete lack of knowledge of financial matters.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Absolutely nothing!
Review
by a verified client in London
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial advice on IHT and other matters
How has Christy Morrison helped you?
Following advice from Christy we now have various plans in place for retirement, IHT and investments.
Have you seen the outcome you were hoping for?
It is early days but yes we are happy with how things are progressing.
What could they have done better?
In the current political circumstances it is difficult to predict what anyone could have done or indeed. can do.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and investing
How has Christy Morrison helped you?
Advised where and how I should invest
Have you seen the outcome you were hoping for?
Yes My returns are looking good
Review
by a verified client in East Sussex
a year 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