Chris Baker

Review from verified client

January, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed help with pensions

How has Chris Baker helped you?

Chris always gives excellent advice and guidance with our finances . He has such a broad knowledge and explains complex pension issues in an easy to understand way.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Pension funds

How has Chris Baker helped you?

Always given good advice

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Getting to retirement age needed impartial advice on whether to stay with the company pension scheme, or take the transfer value and invest.

How has Chris Baker helped you?

No pressure he answered all questions honestly for and against and made it clear it was my decision what to do

Have you seen the outcome you were hoping for?

I have no complaints the markets have been trying but still a profit

What could they have done better?

Nothing

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

My early retirement from Rolls Royce

How has Chris Baker helped you?

Chris has helped me with my pension transfer and planning my financial future and continues to give help and advice whenever needed

Have you seen the outcome you were hoping for?

Unfortunately my fund is not performing at the levels predicted due to all the current economic factors, covid and Ukraine war etc. Hopefully the “ bounce back “ will arrive soon and funds will start achieving predicted levels. I have confidence in Chris for the best advice on this

What could they have done better?

I believe initial transfer and compliance checks with SJP could have been better, but since completion my service from Chris has been first class in all aspects

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

I have been investing in equity ISAs for a number of years but also wanted some advice regarding my works pension.

How has Chris Baker helped you?

We have been investing over a number of year with Chris, and it’s been an ongoing process.

Have you seen the outcome you were hoping for?

Yes, more then. I have full control and flexibility over the capital and income I need rather than having a set amount.

What could they have done better?

Very happy, not sure.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

I wanted to transfer out my company pension

How has Chris Baker helped you?

Chris gave me information about the pros and cons of transferring my pension. He answered the questions I had and gave me information on things to think about when making my decision

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

Nothing.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

To get a better return on my savings.

How has Chris Baker helped you?

He has helped me to achieve the above without me losing any sleep at night.

Have you seen the outcome you were hoping for?

Obviously with whats happenining in the the world recently returns have not been so good but hopefully things will improve

What could they have done better?

Events out of their hands

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

I needed to find a trustworthy pathway to secure a future retirement plan , which was flexible and personal to meet our ever changing business and family status.

How has Chris Baker helped you?

Chris is approachable and confident. He is very experienced and knowledgeable and has proved to be reliable and professional in every aspect of his financial field.

Have you seen the outcome you were hoping for?

We have had constant feed back and his financial forecast’s and knowledgeable of the market , have been well proven and he manages our expectations well.

What could they have done better?

We understand the risk of investment and wish we had found Chris with his great skill and knowledge earlier.,

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Did not feel confident enough to navigate through all the different types of investments currently available on the market.

How has Chris Baker helped you?

Chris was able to explain in spimplistic terms what all the options were available to me. Chris listened and understood our requirements then recommend various investments.

Have you seen the outcome you were hoping for?

I have had the investment for several years now and am content with its progress even during a difficult last two years.

What could they have done better?

Can not think of anything that comes to mind.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

We wanted some advice on where best to invest and an insurance policy should the worst happen.

How has Chris Baker helped you?

Chris was very knowledgeable and professional, everything we were looking for.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Chris is always available at a time to suit us and made us feel that our money was in the safest of hands.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Am self employed with finances that were all over the place before I engaged Chris.

How has Chris Baker helped you?

Chris has helped me consolidate and organise my investments and has been a pleasure to work with.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Can’t think of anything.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I was looking for some where to place my drawn out Rolls-Royce pension.

How has Chris Baker helped you?

He set it up for me no problem.

Have you seen the outcome you were hoping for?

Oh yes. One of my better moves I have ever made.

What could they have done better?

Nothing.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

We have had financial advise for years. We initially wanted advise to put a few pensions together.

How has Chris Baker helped you?

Always available for advice. Explains how our money is invested.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing! Even during lockdown we managed to have consultations over zoom.

Chris's reply

Thanks for taking the time to leave a review.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Recognition of increasing age and advice from accountant!

How has Chris Baker helped you?

Assessment of needs followed by sound advice without any "sales" pressure

Have you seen the outcome you were hoping for?

Indeed

What could they have done better?

I have not used hindsight to manufacture such a criticism, since it would be pointless

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Needed to ensure i had adequate life protection and my pension was performing as best it could be

How has Chris Baker helped you?

Chris sorted out an inexpensive relative life policy that the business could pay and get a tax deduction. He also reviewed my pensions and advised accordingly

Have you seen the outcome you were hoping for?

Yes and I have in fact recommended Chris to several other people because of his sound and commercial advice.

What could they have done better?

Nothing I can think of

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Advice on investment of inheritance money

How has Chris Baker helped you?

Chris helped me decide on appropriate investment funds for medium and long term saving. He was always available to explain the pros and cons of different options.

Have you seen the outcome you were hoping for?

Yes

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

At a time in my working and personal life when I had choices to make, I was looking to be better informed and be confident I had options

How has Chris Baker helped you?

Chris really listens, and his background allows him to tailor his suggestions and provide you with a range of choices based on facts and using projections, so you feel your much better informed to make those important planning decisions yourself

Have you seen the outcome you were hoping for?

The last couple of years have presented unexpected challenges but also opportunities. Chris has always made himself available to allow us to make informed choices

What could they have done better?

Nothing - I'm extremely happy and confident in this growing trusted professional relationship and believe working with Chris, my financial future will be more stable and rewarding than it would have been, and importantly flexible around future life events

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Initially saving/investing for early retirement

How has Chris Baker helped you?

Advised on tax efficient investment plans, then later on, private pension transfer and income.

Have you seen the outcome you were hoping for?

Overall yes, but a difficult few years due to covid etc.

What could they have done better?

Under the circumstances I am still satisfied with the performance of my investment. Excluding covid times performance has been very good. Don't know how they could have done better.

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Leaving Rolls-Royce and wanted to change pension scheme to protect fund.

How has Chris Baker helped you?

Chris did the analysis on was it in my best interest to move and made the process easy

Have you seen the outcome you were hoping for?

Being able to protect money for the future and earn enough so my needs were covered.

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

When I was 40 I left a company that provide a company pension. Other companies I joined did not provide company pension, so I required professional advise on pensions & investment. When the company changed their investment policy Chris became my Financial Adviser. From that day I have had the pleasure to meet a genuine person who is professional & friendly & listens to my request & provides the investments I require. Not only that but provides me with information not always concerning my investments freely.

How has Chris Baker helped you?

Provided professional advise with pension, investments & inheritance planning.

Have you seen the outcome you were hoping for?

Yes completely happy.

What could they have done better?

Nothing

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Last adviser moved

How has Chris Baker helped you?

Complete overhaul of investment

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Needed specialist advice regarding a SIPP drawdown for a client.

How has Chris Baker helped you?

Advised on options for SIPP drawdown options, fixing lifetime allowances and succession planning for the SIPP. Chris took over the management of a personal pension plan and provides ongoing advice and management of the investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

Took voluntary severance & needed to invest the money to increase my pension.

How has Chris Baker helped you?

He talked us through all the options for investments & which ones would be better for me.

Have you seen the outcome you were hoping for?

Yes, very pleased with the investments made.

What could they have done better?

For me nothing I'm very happy with the service & knowledge that Chris has for my investments.

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.

Review from verified client

October, 2021

What were the circumstances that caused you to initially look for an adviser?

lack of understanding of the financial world

How has Chris Baker helped you?

Helped me set up private pension, pension for my business, and savings

Have you seen the outcome you were hoping for?

Yes, all have performed better than my expectations

What could they have done better?

Nothing - very happy with the service, Genuine honest nice chap.

Chris's reply

Thank you so much for your review. I really appreciate you taking the time out to share your experience.