Carla's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 6 )
Pensions ( 45 )
Retirement income (annuities, drawdown) ( 27 )
Auto Enrolment ( 2 )
Investments and Savings ( 42 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 20 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 35 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 4 )
( 3 )
Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Covid
How has Carla Brown helped you?
Given us information that we did not know
Have you seen the outcome you were hoping for?
We are looking forward to a pension that has been managed professionally.
What could they have done better?
More biscuits and larger tea cups… (only kidding)
Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Carla was initially consulted for end of life financial planning for my mother in law and greatly helped us to navigate her investment and care needs in the most efficient way possible. Carla now helps us with our own financial planning as the service provided was so very professional. Carla is now a highly valued adviser, consistently offering down to earth, understandable financial advice.
How has Carla Brown helped you?
Carla has consolidated a number of our small existing pensions into much more manageable and visible investments with St James’s Place, making our retirement options much more tangible.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cheshire
5 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited some money.
How has Carla Brown helped you?
Helped plan for my husband's and mine retirement.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Buckinghamshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been an investor for a long time and met Carla when my previous adviser retired and recommended her to me.
How has Carla Brown helped you?
In all aspects of financial management.
Have you seen the outcome you were hoping for?
Yes it has all been a positive experience.
What could they have done better?
I have no complaints at all.
Review
by a verified client in Durham
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Excellent personal service from Carla and her team. Always get a prompt response to any of our queries and ensures we have a clear understanding of our options
How has Carla Brown helped you?
Helped us pull together all of our pension & ‘pots of money’ into a long term portfolio
Have you seen the outcome you were hoping for?
It is great having all our funds in a single place to view, hoping the financial situation will settle so that we can see your portfolio increase
What could they have done better?
Nothing comes to mind