Chris's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 37 )
Retirement income (annuities, drawdown) ( 18 )
Investments and Savings ( 37 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 13 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 35 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 10 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
( 1 )
Review
by a verified client in Manchester
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for assistance with our insurance policies, pensions and investment planning. After speaking to a number of providers, we decided that we felt the most comfortable with Cullen Wealth. They understood our long term goals and we have been assisted by them for around 20 years now.
How has Chris Marsh helped you?
Chris has most recently helped with Junior ISA's and pensions for our 15 year old children. Chris is very methodical and I know that when he says that he will do something for us, it is always done!
Have you seen the outcome you were hoping for?
We are very happy with the service level provided by Chris.
What could they have done better?
There is nothing that we have been disappointed in.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Chris took over from my previous financial adviser at Cullen
How has Chris Marsh helped you?
Chris has been in charge of my work pension for many years now. He is friendly and I feel I can ask him any questions despite how basic they may seem. He appears very knowledgeable and always explains things very clearly. I will soon be having to think more about retirement and I trust Chris fully to give me the best advice and have my best interests at heart.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous pension company was closing down the pension plan
How has Chris Marsh helped you?
He sorted out a pension plan for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had several old pensions and wanted advice on bringing these all together into a new pension.
How has Chris Marsh helped you?
Chris has helped me for several years now setting up pensions, isa' together with financial advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Predicted the Financial crash Liz Truss started!
Review
by a verified client in Flintshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to forecast and manage pensions leading up to retirement
How has Chris Marsh helped you?
Chris has provided advice to help us forecast income requirements and manage pension investments. He has also helpfully explained rules, regulations uncertainties and assumptions affecting my pension and helped us to navigate the various changes to legislation in recent years.
Have you seen the outcome you were hoping for?
I feel confident that my pension is in good hands, uncertainties and risk are well managed and the forecasting tools have been really helpful in making decisions about retirement.
What could they have done better?
Nothing really