Craig's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 5 )
Pensions ( 54 )
Equity Release ( 6 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 17 )
£100k - £200k ( 7 )
Up to £50k ( 9 )
£50k - 100k ( 11 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Craig
Wonderful, exceeded expectation as I required specific financial advice surrounding a few pension funds and the advice provided was professionally sound and easily understood.
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had poor returns from my investments in my retirement.
How has Craig Atkins helped you?
Craig changed my investments so l'm able to receive an income to top up my pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I'm happy with the financial outcome.
Craig:
Hi Julia Thanks very much for taking the time to complete a review about my service. It's pleasing that you are achieving your financial objectives and are happy discussing any challenges that you may face. Please give me call when you needs to discuss anything. I look forward to speaking to you soon. Best wishes, CraigRepeat review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Craig Atkins helped you since your last review?
Craig keeps me updated on my investments and any money concerns I may have.
Craig:
Good Afternoon Ann, thanks very much for your kind review. If there is anything that you need to discuss just let me know. I am also happy to talk to your friends and family. Often people only need some guidance. Best wishes, Craig.Repeat review
by a verified client in Surrey
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Craig Atkins helped you since your last review?
Craig has always kept me up to date with my investments.
Repeat review
by a verified client in Kent
7 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Craig Atkins helped you since your last review?
Since my last review Craig has confirmed my SIPP investment is still suitable for my drawdown needs, and no changes needed for the year ahead. Annuity options were discussed at this stage of my remaining investment, however; all things considered we concluded to keep invested.
Craig:
Thanks very much for your review Roy it is much appreciated. I'm glad that you are on track with your retirement planning. If any of your friends or family need a chat with me please don't hesitate to give them my details. I look forward to seeing you in a couple of weeks. It's always a pleasure catching up. Kind Regards Craig