Kristen's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 10 )
Pensions ( 40 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 18 )
Auto Enrolment ( 2 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 18 )
Financial Mentoring ( 4 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Kristen
Down to earth, very friendly and practical - Kristen very quickly gets to the heart of the issues and proposes to solutions. I would hugely recommend Kristen to friends and family.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
unhappy with my previous adviser
How has Kristen Cunliffe helped you?
in every aspect of financialplanning
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am at a time in my life where I needed to think about my future and retirement plans. I also needed to ensure my savings were not being impacted by additional tax and make my money work for me
How has Kristen Cunliffe helped you?
Kristen has taken the time to understand my current financial position and my requirements in the next 10 years. She has spent time with me to ensure I am comfortable with the advice given and any risks pertinent to that advice. Kirsten has been both patient and efficient. She is always available to answer any queries
Have you seen the outcome you were hoping for?
Early signs look positive but a little too early to make an informed decision presently
What could they have done better?
No issues up to now
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
planning for longer term retirement
How has Kristen Cunliffe helped you?
Assessed our pension portfolio and has given experienced help and guidance as to making the next steps forward.
Have you seen the outcome you were hoping for?
not yet
What could they have done better?
nothing overall
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Kristen had been advising our sister company for many years and was the obvious choice when I needed help to manage and advise our company pension arrangements
How has Kristen Cunliffe helped you?
Kristen gives honest advice and advises on how to acheive stated outcomes. The stress of all things pension has been taken away from me (which is a relief!). She suggested we migrated our group scheme to achieve better results.
Have you seen the outcome you were hoping for?
All my staff are regularly updated and Kristen is always available to answer questions