Chris's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 28 )
Financial Mentoring ( 8 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 19 )
£100k - £200k ( 15 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
by a verified client in Angus
13 hours ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Full time employment with savings that weren't growing.
How has Chris Lambert helped you?
Financial advice ranging from LISA and buying first home to Stocks and Shares ISA. Chris has experience with NHS employees and I have found that useful.
Have you seen the outcome you were hoping for?
Yes - my savings have grown well. Chris is reassuring during dips in the market, i.e COVID and the recent US crash, and my fund seems to recover well.
First impression
by a VouchedFor user
13 days ago
Overall
Please provide a brief comment about your experience with Chris
Although I didn't end up needing Chris's advice, he was honest, knowledgeable and highly skilled. He kept the door open for the next time I need support. Highly recommend his services to anyone!
Review
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to invest some money wisely after losing my husband
How has Chris Lambert helped you?
Made it east to set up and monitor
Have you seen the outcome you were hoping for?
Yes - investment is doing well and gives me peace of mind
Review
by a verified client in East Riding
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Chris Lambert helped you?
Chris has provided me with advice on financial planning for the future. He transferred a sum of money from another provider and has invested it to provide me with much better returns than I had previously been obtaining. Chris is very approachable and keen to help you ensure that your money works hard for you.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, excellent advice was provided with very good outcomes.
Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were wanting to ensure we were prepared in the future for retirement.
How has Chris Lambert helped you?
Chris gave great advice that put often complex financial processes into clear and understandable language without being patronising. He gave us the confidence to plan appropriately and to enjoy our money rather than worry about it all the time.
Have you seen the outcome you were hoping for?
Yes. We chose to take early retirement. As retired teachers we are not wealthy people but Chris has made the money we have work for us so that we can enjoy our retirement.
What could they have done better?
We genuinely can't think of anything!