Christopher's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 10 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Financial Planning ( 5 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
Up to £50k ( 4 )
£50k - 100k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
At retirement age and needing advise on pensions
How has Christopher Breach helped you?
Transferring pensions into more appropriate pension company to suit our needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Unsure at the current time
Review
by a verified client in Devon
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Entered Retiremnet and wanted to access my pension pot in the best way for me.
How has Christopher Breach helped you?
We have held perosnal meetings, teams calls and exchange emials on a range of subjects. This included moving my various pension pot into a signal pension fund.
Have you seen the outcome you were hoping for?
The pension fuund haas been created but this has happened recently, it is early days to see if I get the growth expected.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Christopher
Chris, Was very helpful and was able to explain our options in a way that was easy to understand. He was knowledgeable and re-assuring with his breadth of knowledge.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Christopher
Clear, concise and enlightening.
Christopher:
It’s been a pleasure working with you, and I’m so pleased to hear that you’ve felt confident and reassured throughout the process. Your trust and positivity are greatly appreciated, and they serve as a wonderful motivation for me to continue delivering the highest standard of service. If there’s ever anything more I can assist with, please don’t hesitate to get in touch! Look forward to speaking again soon. Chris.First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Christopher
Chris is incredibly personable and has already given us a lot of great advice on how to improve our financial situation ahead of us implementing anything. He’s someone we should have had in our lives a long time ago!
Christopher:
Thank you for the kind words and thoughtful feedback you shared about your experience with me. It genuinely means a lot to know that you’re happy with the support and guidance I’ve been able to provide. Please let me know if I can help further! -Chris