Chad's reviews
Reviewed for
Mortgages ( 4 )
Pensions ( 51 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 10 )
£100k - £200k ( 6 )
£50k - 100k ( 7 )
Up to £50k ( 5 )
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with Chad
VouchedFor were brilliant, they contacted me and kept me informed and chased my enquiry with Chad Morris. Unfortunately, he never got in touch with me so I cannot rate his services and have had to do business elsewhere.
Chad:
I am very sorry Jon for not replying to you and thank you for providing your feedback. I was on annual leave and therefore I did not pick up your enquiry until my return to the office. Many thanks ChadReview
by a verified client in Suffolk
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Close to Retirement .
How has Chad Morris helped you?
Advise on pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Chad was very clear and helped me understand with clear advise
Review
by a verified client in Norfolk
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice
How has Chad Morris helped you?
Clearly explained options, pros and cons, suitability of investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
You can always do better, foresight is an elusive gift.
Review
by a verified client in Suffolk
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance and retirement planning
How has Chad Morris helped you?
Gave us an overall review after a dissuasion to see what we wanted
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Hertfordshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are planning for retirement and wanted appropriate advice in order to maximise our future income.
How has Chad Morris helped you?
Having spoken with us to determine what we hoped to achieve, Chad reviewed our existing arrangements/savings and has drawn up a plan/projection for the future. He also gave invaluable advice regarding our existing arrangements, but also advised on what we hope to do moving forward.
Have you seen the outcome you were hoping for?
Yes - detailed report discussed with us and then provided in hard copy.
What could they have done better?
Absolutely nothing - first class service!