Charlotte's reviews
Reviewed for
Mortgages ( 16 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 3 )
Pension Transfers - Non Specialist ( 4 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
Up to £50k ( 3 )
£50k - 100k ( 5 )
Review
by a verified client in Neath Port Talbot
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
consolidation of pension funds, mortgage advice and general investment.
How has Charlotte Lewis-Merry helped you?
Clear and concise information, friendly attitude and quick response.
Have you seen the outcome you were hoping for?
so far so good.
What could they have done better?
all good so far.
Review
by a verified client in Monmouthshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a poor credit rating and wanted to buy a house.
How has Charlotte Lewis-Merry helped you?
Charlotte found us what are probably the only lenders that would entertain us and then through a difficult and lengthy procurement, she communicated with all parties, to liaise and ensure we completed our house purchase in time for Christmas.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Gloucestershire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Myself and my partner are first time buyers and needed expertise to guide us through the process of buying a house and getting a mortgage.
How has Charlotte Lewis-Merry helped you?
Charlotte secured Mortgage application for us at a competitive rate and walked us through the process of buying a house. Charlotte made us feel at ease in a very stressful process.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Charlotte was excellent
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Charlotte was professional and friendly. Helped me understand how to make the most of my financial plans.
Review
by a verified client in Monmouthshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a number of pensions in different places and I wanted them brought together.
How has Charlotte Lewis-Merry helped you?
Charlotte pulled all of my pensions together in to a fund I was comfortable with.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
It's difficult to say as I'm completely satisfied.