Christopher's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 8 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 10 )
Auto Enrolment ( 1 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 4 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 5 )
Up to £50k ( 5 )
Repeat review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Christopher Harris helped you since your last review?
Again gave advice regarding finances and answered questions from us
Repeat review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Christopher Harris helped you since your last review?
Since retirement Christopher has provided us with valuable advice which we would not have known if we didn’t have him as a financial advisor
Repeat review
by a verified client in Cambridgeshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Christopher Harris helped you since your last review?
Christopher’s advice ensured that my investments maximised their potential and ensured that my long term investment plan is being fulfilled.
Review
by a verified client in Middlesex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a reliable and knowledgeable advisor to assist with my family's financial planning, including ISA and private pension management. Christopher came highly recommended, reaching out to him turned out to be an excellent decision.
How has Christopher Harris helped you?
Christopher has been invaluable in guiding me through my financial planning. He takes the time to thoroughly explain complex matters, demonstrating exceptional knowledge of the services he provides. His communication is clear and highly effective, ensuring I always feel informed and confident in my decisions. Additionally, Christopher arranges regular check-ins to review my investments and keep me up to date, offering a proactive and personalised approach that truly sets him apart.
Have you seen the outcome you were hoping for?
I am pleased with the outcome of my portfolio. From the beginning, Christopher provided a clear overview of the funds I was investing in, their anticipated performance, and key considerations to keep in mind. His guidance has been invaluable, empowering me to make well-informed decisions and invest with confidence.
What could they have done better?
I can’t think of anything that could have been done better. Everything has been handled exceptionally well.
Review
by a verified client in Buckinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
St James Place and previously Rothchilds have looked after our pensions for over 30 years.Now I have ISAs with them
How has Christopher Harris helped you?
Very attentive to our changing requirements
Have you seen the outcome you were hoping for?
By and large