Charlie's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 50 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 9 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 15 )
Financial Mentoring ( 5 )
Reviewers' assets
£200k - £500k ( 9 )
£100k - £200k ( 17 )
£50k - 100k ( 8 )
Up to £50k ( 9 )
Repeat review
by a verified client in Devon
16 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
As I said last time Charlie keeps you up to date with monthly emails and a face to face once a year to show in detail where we are with the market shares etc
Charlie:
Hi Mike, Big thanks for the feedback. It is really important to me that I continue to provide the service that you need and that you like. Enjoy the summer.Repeat review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
Charlie has been are financial advisor now for many years . He has looked after are investments which we are very happy with. always on the end of the phone if we have any queries.
Charlie:
Thanks so much Peter for your kind words, it is always a pleasure to catch up with you and Janet. See you soon.Repeat review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
Keeps us up to date on the financial side of investment and any changes to the market and what extra we can boost our pension rate
Charlie:
Big thanks Mike for your kind words, hope you are having a lovely restful holiday. Best Wishes Charlie.Repeat review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
Keeps constantly in touch. Does reviews. Explains what is happening with investments and is ready to help with further advice and investments as our circumstances change.
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice prior to retirement
How has Charlie Brown helped you?
Guided us innthr right direction
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't know! We are 6 years into retirement and our finances are working out very well.