Charlie's reviews
Reviewed for
Pensions ( 2 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 6 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 4 )
Reviewers' assets
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Derbyshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was already with the company charlie works for
How has Charlie Rossiter helped you?
Investment and financial planning advice
Have you seen the outcome you were hoping for?
Not yet, but that’s due to market, not charlie
What could they have done better?
Unsure
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?
Investment
How has Charlie Rossiter helped you?
Given advice
Have you seen the outcome you were hoping for?
Pretty much
What could they have done better?
Don't know
Review
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Understanding pensions and my options having multiple pensions, a mix of military, NHS and company pension.
How has Charlie Rossiter helped you?
Explained how I can achieve the lifestyle I want with more funds early in, less later, and enabled me to retire at 57! Thanks Charlie
Have you seen the outcome you were hoping for?
So far yes absolutely
What could they have done better?
Nothing, Charlie is always at the end of the phone for advice or an explanation.
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed somewhere trustworthy to invest my inherited pension
How has Charlie Rossiter helped you?
By discussing best options for investing my pension pot
Have you seen the outcome you were hoping for?
I am a low risk investor but nevertheless I have seen growth in my investment
Review
by a verified client in Suffolk
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To find appropriate investment opportunities
How has Charlie Rossiter helped you?
Assessed our risk appetite and recommended a savings platform
Have you seen the outcome you were hoping for?
Not as good as we had wanted but the markets have been volatile
What could they have done better?
Don't know