Kristen's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 10 )
Pensions ( 36 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 2 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 15 )
Financial Mentoring ( 4 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 9 )
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Continued the advisor from the company I was employed by
How has Kristen Cunliffe helped you?
By giving advice to help us make the decision about the type of pension to be paid
Have you seen the outcome you were hoping for?
Yes
Kristen:
Thank you so much for this great review and for being part of the Red Star family. It is a pleasure to help you make the best of retirementFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kristen
Kristen was very easy to chat to and reassuring with her initial advice concerning my workplace pension. Thank you
Kristen:
Thank you for using Vouched For to find me. It was great to meet you and I am determined to get your those answers!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Kristen
Spoke with Kristen on the phone discussed what i was looking to do which she took on board and after assessing what i had said made me feel confident she could help me in my endeavours. I look forward to working with Kristen and hopefully getting a positive ending.
Kristen:
Thank you for your review. I am glad our conversation was helpful and I do hope we can help find you the best solutions.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To provide an income after retirement from work.
How has Kristen Cunliffe helped you?
Kristen offers a bespoke service for your needs and is not merely a “box ticker” and will find the best way of achieving your requirements for the present and the future.
Have you seen the outcome you were hoping for?
Absolutely yes I have.
What could they have done better?
Nothing
Kristen:
Thank you so much for this great review. I am so happy that you don't see my service, over all these years, as being box ticking - I would never want anyone to feel like that. I love being able to look after you.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and finical planning looking at reducing hours at work and life balance
How has Kristen Cunliffe helped you?
True honest and impartial outcomes and advice, getting to know what our dreams and future plans are as a couple and a family.
Have you seen the outcome you were hoping for?
Yes to dat we have, a clear goal to reduce working hours and finance security n what we need. sense of relief when unsure of our options.
What could they have done better?
nothing
Kristen:
Thank you so much for this great review. I am so happy that the time we take to talk about your dreams and hopes for the future have really stood out for you, giving you confidence I have understood what you want to achieve. It is a pleasure to look after you.