Chris Teasdale

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Early retirement

Have you seen the outcome you were hoping for?

Yes

How has Chris Teasdale helped you?

Offered advice in line with my risk appetite and made the process easy, alleviating any concerns I have had.

What could they have done better?

Nothing!

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed experienced financial advisor to help with investments for the future now I'm retired.

Have you seen the outcome you were hoping for?

Yes, even through this difficult period

How has Chris Teasdale helped you?

Chris will always meet up or be at the end of a phone if I need anything explained

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

We wanted to do the best with our savings, approaching retirement and had just sold a property so had a large lump sum to invest

Have you seen the outcome you were hoping for?

Considering the market situation of the last few years we are happy with the outcome. We are now settling into the drawdown process .

How has Chris Teasdale helped you?

Chris established our objectives at the outset, spread our risks over several vehicles and and has always been there to advise and reassure us during the uncertain financial situation of the last few years.

What could they have done better?

With hindsight, some things could have been better, but they were offset by the areas that outperformed. That's what investment is all about.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Chris has been our FA for over 20 years.

Have you seen the outcome you were hoping for?

Yes

How has Chris Teasdale helped you?

He advises us on where to place our funds and monitors their performance for us.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

I need advice regarding pensions and asset investment

Have you seen the outcome you were hoping for?

Yes

How has Chris Teasdale helped you?

When I was working and since I retired 10 years ago, Chris has been our FA for many years. He's been key to our financial planning and has always looked after us extremely well. We respect his experience and advice. Thanks Chris.

What could they have done better?

Nothing.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Fortunately Chris has been my financial advisor for many years

Have you seen the outcome you were hoping for?

Yes

How has Chris Teasdale helped you?

Knowing the financial markets Chris has looked after my affairs and taken the stress out of controlling my Investments.

What could they have done better?

I am not qualified to know but have been very satisfied as far as I can see.

Review from verified client

December, 2022

What were the circumstances that caused you to initially look for an adviser?

Lacking personal expertise

Have you seen the outcome you were hoping for?

Largely

How has Chris Teasdale helped you?

Advice

What could they have done better?

Not aware

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Review of old DB employer pension scheme and managing inherited monies.

How has Chris Teasdale helped you?

He set up a new personal pension plan and advised on various options to hold funds.

Have you seen the outcome you were hoping for?

Yes, current economic problems notwithstanding.

What could they have done better?

Probably not.

Review from verified client

November, 2022

What were the circumstances that caused you to initially look for an adviser?

Chris had looked after my late husbands pension for many years . The pension passed to me so Chris was my first port of call .

How has Chris Teasdale helped you?

By sorting out draw down for me helping me to understand how it all worked and general good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I had a number of small pension plans that I had built upper a number of years and needed advice on how to most effectively consolidate them into a more meaningful and efficient fund.

How has Chris Teasdale helped you?

Chris explained, advised and arranged for my FSVAC, stakeholder, annuity and circa 1970's fund to be channelled into the most cost effective and rewarding combination of pension schemes i.e. company.annuity and drawdown.

Have you seen the outcome you were hoping for?

I am very well satisfied with the outcome of the advice, it is everything I could have hoped for.

What could they have done better?

In my view the advisor has done everything that I have required and exceeded my expectations.

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement loomong

How has Chris Teasdale helped you?

Manage to consolidate all our pension related portfolio and provide a manageable pot of investments etc to fund our retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We should of planned much earlier !!!

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Inheritance and Private Pension pot

How has Chris Teasdale helped you?

Chris totally understood our wishes to protect our monies whilst securing steady growth for our retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

Divorce

How has Chris Teasdale helped you?

I was vulnerable and ignorant and Chris was for me a rock

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2021

What were the circumstances that caused you to initially look for an adviser?

I received a financial bequest in 2008 and didn't want to just put it in a bank ....... Chris was suggested by a mutual friend who he also looks after - and he has been my FA ever since - mainly just keeping my money safe - I'm not out to make money

How has Chris Teasdale helped you?

Chris understood immediately what I was for and invested my funds accordingly

Have you seen the outcome you were hoping for?

Yes in terms I have not lost any of my investments - they either appear to go up or remain stable - which is what I was hoping for

What could they have done better?

Nothing - Chris has been a joy - always at the end of a phone or email to answer queries and I know he has my best interests at heart

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

We had sold property after retirement and had a reasonable sum to invest.

How has Chris Teasdale helped you?

We agreed a strategy that suited our circumstances with Chris and he put it into effect.

Have you seen the outcome you were hoping for?

Despite Brexit and COVID we have been happy with the results so far. Our strategy has changed slightly and developed over the last year and we are satisfied with the changes.

What could they have done better?

We are happy with our current position and risk levels and we don't think that any substantially different result could have been achieved.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

Past professional contacts with Chris

How has Chris Teasdale helped you?

Organised timely withdrawal from a previous investment vehicle to new ISA's.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No, the process was managed perfectly.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

I am been working with Chris Teasdale for over 30 years.

How has Chris Teasdale helped you?

Chris has been a constant source of professional advice on planning for my retirement over the 30 + years and I have found him to be a reliable adviser who has steered my personal pension arrangements to a point where I feel comfortable with my current pension and any future investments.

Have you seen the outcome you were hoping for?

Yes. Chris has always progressed with his advice and provided regular update meetings to provide clear guidance on the provision of my pension.

What could they have done better?

No specific issues to raise. Overall very good advice over many years.

Review from verified client

November, 2021

What were the circumstances that caused you to initially look for an adviser?

My wife and I have had various savings and investments in a number of different areas and have been working with Chris Teasdale as our adviser for many years.

How has Chris Teasdale helped you?

Chris has always been extremely helpful and attentive to our needs during this period and his investment advice has given us a good degree of financial security in our retirement.

Have you seen the outcome you were hoping for?

Thanks to Chris's advice, our investments have managed to survive the fluctuations affecting the markets and under the circumstances have performed very well.

What could they have done better?

Nothing I can think of. Communication and customer service have been excellent.

Review from verified client

April, 2021

What were the circumstances that caused you to initially look for an adviser?

Retirement, and need to manage my pension fund to provide income.

How has Chris Teasdale helped you?

Answered all queries, removing any doubts or misunderstandings (on my part).....providing suggestions and advice on portfolio changes, as well as drawing my attention to new products on the market that may be of interest.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

February, 2021

What were the circumstances that caused you to initially look for an adviser?

Pension and investment advice pre and post retirement

How has Chris Teasdale helped you?

Recommended the appropriate route for investment

Have you seen the outcome you were hoping for?

In general yes

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I had a number of small plans that I had built up over a number of years and needed advice on how to most effectively consolidate them into one more meaningful fun.

How has Chris Teasdale helped you?

Chris explained advised and arranged for my FSVAC, stakeholder , annuity and circa 1970's fund to be channeled into the most cost effective and rewarding combination of pension schemes i.e. company, annuity and drawdown.

Have you seen the outcome you were hoping for?

I am very well satisfied with the outcome it is much better than I could have hoped for.

What could they have done better?

In my view they have done everything that I have required and more.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

My wife and I want to feel that our investments are as secure as possible, particularly in these uncertain times. We've had a long relationship with Chris and value his advice.

How has Chris Teasdale helped you?

Chris has looked after our investments and pensions for many years and has always succeeded in fulfilling our income objectives.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything extra. Chris has always provided us with excellent advice.

Chris's reply

Thanks Paul - have enjoyed it very much and your comments are most appreciated. Best wishes Chris

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

Chris has advised me and my wife for over 15 years as our circumstances evolved. Prior to that Chris worked on the company pension scheme of which I was a trustee and was a flower of strength.

How has Chris Teasdale helped you?

He set up very effective placing of funds from my personal pension and inheritance monies which have all performed well over the years.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much better than they have; all outcomes have been most satisfactory.I

Chris's reply

Thanks Graham - many thanks for your kind comments - I have always enjoyed your company and advising as best I can. It has been a pleasure.

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I received a very healthy bequest on the death of an employer and friend which added to my personal savings was enough for me to consider something with a better return than a savings account at my bank - and whilst I didn't want to make money on investments - equally I didn't want to take any risks.

How has Chris Teasdale helped you?

Chris Teasdale immediately understood my wishes and acted accordingly

Have you seen the outcome you were hoping for?

Yes I'm very happy with all the arrangements Chris has made for me ....... the return tops of my existing two pensions whilst I know I have safety of back up - should I need it

What could they have done better?

Nothing

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I decided to start a Personal Pension 25 years ago , Chris was recommended to me by a friend , and his help and guidance was invaluable .

How has Chris Teasdale helped you?

Chris was very helpful in explaining Pensions and Tax positions , so I could understand what the benefits were and the best solution for me.

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

Nothing

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I realized some time ago that I needed specialist advice on finance

How has Chris Teasdale helped you?

Finding suitable investment vehicles and rationalizing my pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing obvious

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I was getting close to retirement and needed advice

How has Chris Teasdale helped you?

Tidied up my pensions and investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

January, 2021

What were the circumstances that caused you to initially look for an adviser?

I had some money from the sale of my flat and needed an income from it

How has Chris Teasdale helped you?

He advised me on the best solution.

Have you seen the outcome you were hoping for?

Yes perfectly satisfied

What could they have done better?

I have no idea as I relied on him to give me the best advise.