Chris Riley

Chris Riley

Seventy Financial Planning

Chris's reviews

Reviewed for

Insurance and Protection ( 13 )

Mortgages ( 6 )

Pensions ( 37 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 17 )

Auto Enrolment ( 1 )

Investments and Savings ( 44 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 6 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 7 )

Financial Mentoring ( 1 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 11 )

£200k - £500k ( 10 )

£100k - £200k ( 4 )

Up to £50k ( 4 )

£50k - 100k ( 6 )

( 2 )

Review

by a verified client in Merseyside

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I was considering early retirement and needed advice on my financial situation and options with my multiple pension pots

How has Chris Riley helped you?

Chris has provided advice and support that means I can enjoy my retirement without any financial worries

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Chris:

Thank you for these kind words. We really appreciate them, Chris
Review

by a verified client in Merseyside

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I originally contacted Chris when I was made redundant and needed advice on how to best utilise my redundancy payment.

How has Chris Riley helped you?

Chris has provided sound and solid advice that has secured my financial future.

Have you seen the outcome you were hoping for?

The outcome has been above my expectations.

What could they have done better?

I do not think that I could have done any better elsewhere without increasing my risk, which I wouldn't have been prepared to do.

Chris:

Thank you for taking the time to write this review. You feedback really helps us to improve. Thanks, Chris
Review

by a verified client in West Yorkshire

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Had mixed investments and pension options and needed some sound advise on the way forward as I was considering early retirement.

How has Chris Riley helped you?

Chris went through all the options in a very clear and concise manner which helped me to understand the risk and rewards with all scenarios. Since then we have arranged an annual face to face meetings to review the investments and pension to make sure things are staying on track.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Chris:

Thank you for taking the write this review. Much appreciated, Chris
Review

by a verified client in West Yorkshire

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Pension and investment options and investment as l was looking towards early retirement

How has Chris Riley helped you?

By providing clarity around the options available

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Chris:

Thank you so much for these kind words. I really appreciate them. Chris
Review

by a verified client in West Yorkshire

2 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Really needed someone to look at my pension and simplify it

How has Chris Riley helped you?

Advice process very clear and transparent and easy to follow. I fully understood what I was paying for and the service I received.

Have you seen the outcome you were hoping for?

Certainly.

What could they have done better?

Nothing

Chris:

Thank you for the great feedback! We look forward to seeing you again soon. Chris