Chris's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 50 )
Retirement income (annuities, drawdown) ( 30 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 22 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 33 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 16 )
£100k - £200k ( 4 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Staffordshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I regard using a trusted adviser is a pre-requisite of sound investment
How has Chris Parker helped you?
Monitoring our investments and advising on current procedures and policies to aim to be one step ahead of changes
Have you seen the outcome you were hoping for?
Despite the recent fragile market conditions - yes
What could they have done better?
Not applicable
Review
by a verified client in Staffordshire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We are looking for financial stability. Chris has recommended moving platforms to achieve this.
How has Chris Parker helped you?
It’s early days as we have just completed the paperwork to sort the transfer. We hope to see an improvement on our next review.
Have you seen the outcome you were hoping for?
Not yet. Our funds were stuck on an outdated platform which was not being monitored and adjusted.
What could they have done better?
Informed us of the above in writing, we may have set up the transfer earlier.
Review
by a verified client in Leicestershire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used an adviser for many years to help with investments
How has Chris Parker helped you?
He gives sensible advice, checks that my investments are on track and gives me reassurances
Have you seen the outcome you were hoping for?
Yes although shares go up and down but I have confidence in Chris
What could they have done better?
Nothing I can think of
Review
by a verified client in Staffordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
investment
How has Chris Parker helped you?
Very helpful
Have you seen the outcome you were hoping for?
Generally yes
Review
by a verified client in Nottinghamshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investments and Savings.
How has Chris Parker helped you?
Reviewed the performance of the portfolio. Supplying further information on certain matters. Put in to action a specific request regarding shares.
Have you seen the outcome you were hoping for?
On going and progressing nicely.
What could they have done better?
Nothing.