Christo's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 24 )
Pensions ( 28 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 7 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 20 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 11 )
£100k - £200k ( 9 )
£50k - 100k ( 7 )
Up to £50k ( 19 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Dorset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our elderly mother was needing to sell her property in London to pay for residential care following a period of ill health in 2023. As her LPA's, my brother and I were looking for advice regarding the best way to look after the proceeds of the sale to best serve mum's financial requirements for this next stage in her life and for ours in the future.
How has Christo Nation helped you?
Christo has visited me at home several times to discuss the options available. He understood the situation completely and was sensitive and supportive in guiding us through the decision making. At all times, the communication was clear and accessible, and we felt comfortable with asking questions and checking details. Once the sale had completed, Christo worked with us to divide mum's capital into long term investment and short term security.
Have you seen the outcome you were hoping for?
The investments have only recently been made and so this is early days for us in terms of a return. In terms of arriving at this point, feeling that mum's finances are under control and that she is secure for the rest of her lifetime - we couldn't be more satisfied with this outcome. It is a huge relief.
What could they have done better?
Nothing
Review
by a verified client in Herefordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My child was left money in a will which needed to be put into a will in trust.
How has Christo Nation helped you?
He has demonstrated the growth of the investment and discussed the levels of risk.
Have you seen the outcome you were hoping for?
N.A
What could they have done better?
N.A
Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Christo Nation helped you?
Christo has been nothing but helpful and knowledgeable in our investment.
Have you seen the outcome you were hoping for?
Very much so. Returns have been great and the process very simple with brilliant advice.
What could they have done better?
Nothing. Christo has provided reassurance and professionalism throughout. We are in good hands
Review
by a verified client in Cornwall
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retired
How has Christo Nation helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some inheritance money left to myself and needed advice on investment and pension plans.
How has Christo Nation helped you?
Christo was very knowledgeable and helpful, He explained every avenue that was available to me and my better options.
Have you seen the outcome you were hoping for?
I am very pleased with some of the returns on my investments and look forward to my future investment and pension schemes
What could they have done better?
Over all, I am very pleased with every aspect that was discussed each step along the way. I even took a liking to the style of tie, he was wearing.