Christopher Bailey

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

Advice on transferring my pension

How has Christopher Bailey helped you?

Christopher listened to my needs and took the time to explain in an honest and open manner what my options were. He is a very personable, professional & courteous adviser, who has kept me informed throughout the whole process in a timely manner. I have worked in financial services for quite some time, so I have high expectations of customer service & customer experience. Christopher delivered on everyone.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Reinvestment of my company pension scheme.

How has Christopher Bailey helped you?

Navigate through quite a difficult process and offer honest advice on the best way forward.

Have you seen the outcome you were hoping for?

Still ongoing but looking very positive thus far.

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

Wanted to look at options to transfer a deferred final salary pension scheme.

How has Christopher Bailey helped you?

Chris spent considerable time talking through our reasons fully explaining all options which were vital in our final decisions.

Have you seen the outcome you were hoping for?

Absolutely and very very pleased with it.

What could they have done better?

Nothing

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

Looking for Financial Advice as I was approaching a certain age and wanted to ensure my pension was on target to meet my future needs.

How has Christopher Bailey helped you?

He came to see me and explained very clearly my options. He provided a detailed report in plain English .

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I could think of he explains everything.

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

Renegotiating a mortgage deal.

How has Christopher Bailey helped you?

The mortgage adviser recommended Chris to give my pension a review.

Have you seen the outcome you were hoping for?

My old pension plan was frozen and re-invested into a new scheme. The current value is now slightly higher than the original investment despite no additional voluntary contributions by myself so up to now I am happy with the organic growth.

What could they have done better?

The advice has proven to match expectation, so no complaints.