Charles's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 7 )
Pensions ( 36 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 25 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 36 )
Financial Mentoring ( 11 )
Financial Coaching ( 11 )
( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Charles has historically advised employees at the company at which I joined in Jan 2020
How has Charles Westrope helped you?
Charles has helped predominantly on the cash projection analysis and keeping me up to date with pension performance over the years.
Have you seen the outcome you were hoping for?
Growth is looking OK. There are dips here and there depending on world events of course but in the main the pension pot is moving in the right direction
What could they have done better?
Difficult to say. Covid, the war in Ukraine and the craziness of US politics have all added to a very unstable financial market - all of which sits outside of the influence of St. James Place.
Repeat review
by a verified client in Buckinghamshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charles Westrope helped you since your last review?
Charles ensures that I'm kept up-to-date with relevant financial planning matter and is responsive to my needs. He has a really good understanding of my circumstances and likely financial needs, and helps me to plan accordingly. Charles also has a good understanding of my family members' circumstances and helps me to see how best I can support them financially.
Repeat review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charles Westrope helped you since your last review?
As always Charles has been a great support to myself and my business As I have come to retirement age I know he will always be a great support to myself to my two girls who are partners in the business
Repeat review
by a verified client in Rutland
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charles Westrope helped you since your last review?
Offered very good advice regarding potential future SIPP investment.
Repeat review
by a verified client in Warwickshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charles Westrope helped you since your last review?
Charles understands our financial situation and our life goals and ambitions. He has ensured that we have the sound financial footing that will allow us to life the lives that we want to. We remain confident in the knowledge that our finances are more than adequate for our needs.