Chris's reviews

Reviewed for

Insurance and Protection ( 7 )

Pensions ( 62 )

Retirement income (annuities, drawdown) ( 38 )

Investments and Savings ( 63 )

Pension Transfers - Non Specialist ( 6 )

Inheritance Planning ( 30 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 41 )

Financial Mentoring ( 8 )

Financial Coaching ( 3 )

( 1 )

Reviewers' assets

£500k+ ( 22 )

£200k - £500k ( 18 )

£100k - £200k ( 5 )

£50k - 100k ( 2 )

Up to £50k ( 2 )

Review

by a verified client in Leicestershire

2 months ago

Overall

Advice

Service

Value

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

From a very early age, I have always invested in my personal pension

How has Chris Parker helped you?

Chris has always been there when I have need any advise on my pension

Have you seen the outcome you were hoping for?

Yes, things are progress well for my planned retirement

What could they have done better?

I have happen with way the service is provided

Review

by a verified client in Derbyshire

3 months ago

Overall

Advice

Service

Value

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

Retirement

How has Chris Parker helped you?

Annual review gives confidence financial provisions are in order.

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Nottinghamshire

3 months ago

Overall

Advice

Service

Value

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

Argentist was my late husband’s choice and I followed on from this.

How has Chris Parker helped you?

Chris is a most patient, helpful gentleman whom I see once a year to discuss my portfolio. I needed him to provide advice to me especially when some of the financial markets do not perform as expected. These are terbulant times we are living in and Chris listens to my concerns and gives advice when needed. I do not follow the markets religiously and Chris is a calming influence when I have queries regarding the performance of my investment.

Have you seen the outcome you were hoping for?

I always look at the fund’s total figure to see how my portfolio is doing which I assume is what most people do. I am also interested to see how much is spread around each market and which performs better each year. I am fully aware no one can see into the future so I rely on my adviser at Argentis to follow and invest as appropriately as they see fit.

What could they have done better?

Not really sure - it’s a good question - but I put my trust in Argentis advisers to do the best they can.

Review

by a verified client in Nottinghamshire

3 months ago

Overall

Advice

Service

Value

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

My late husband’s portfolio was inherited by me and due to the care both he and I received in the past I have continued to stay with this Firm.

How has Chris Parker helped you?

Chris Parker reviewed my portfolio on the markets. There are always the highs and lows to follow where Chris outlines how my fund is performing during the past unsettling year. Chris understands my wishes to leave my portfolio after my death to my sole beneficiary - my daughter.

Have you seen the outcome you were hoping for?

I was pleasantly surprised to see a small rise in the portfolio’s fund following a turbulent year of unrest driven by the American markets.

What could they have done better?

Argentist follow the markets extremely well. My late husband was a keen follower of the markets also. I do not have such a keen interest and rely upon Chris Parker to do this as my financial adviser. I cannot see how Argentist could have done any better on the markets given some of America's sudden tarrifs on countries.

Review

by a verified client in Derbyshire

3 months ago

Overall

Advice

Service

Value

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

Sale of family home

How has Chris Parker helped you?

Invested money to be able to retire early

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

Very happy with results