Rhys's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 7 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 36 )
Investments and Savings ( 36 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
£50k - 100k ( 10 )
( 1 )
Up to £50k ( 11 )
Review
by a verified client in Cheshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Professional advice
How has Rhys Chaloner helped you?
He set up the the pension that provides growth in my drawdown
Have you seen the outcome you were hoping for?
Yes in tricky times
What could they have done better?
Not a lot
Review
by a verified client in Merseyside
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt that I didn’t have enough knowledge about my pensions as I had several pensions that had been frozen over the years. We decided to transfer all out frozen pensions from past employment into one which is now managed by Rhys and we are very happy with updates, reviews, advice etc which we get from Rhys.
How has Rhys Chaloner helped you?
He has given us information that has put our minds at ease regarding future planning.
Have you seen the outcome you were hoping for?
Yes, obviously I am due to retire in 7 years to me and pensions may increase/decrease during that time but we are quite confident of retirement plans thanks to Rhys.
What could they have done better?
I don’t think anything is lacking or could be done better. Very happy with the service and knowledge provided by Rhys.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Impending retirement with no real knowledge of pensions etc.
How has Rhys Chaloner helped you?
Great, clear and concise explanations and advice on pensions and investments.
Have you seen the outcome you were hoping for?
Yes, appears to be going to plan.
What could they have done better?
Nothing, I have had everything that I sought to get so far.
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
So I had someone to make the right course of action for me.
How has Rhys Chaloner helped you?
Managing my financial circumstances, specifically pension & investment.
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I got gifted an amount of money which I wanted to be kept safe.
How has Rhys Chaloner helped you?
Rhys has advised my husband and in the best ways possible, he’s an excellent advisor and I trust his advice.
Have you seen the outcome you were hoping for?
Yes I will see the outcome in the future, it will be a while before I can see it.
What could they have done better?
Nothing, Rhys has answered all my queries.