Chris's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 10 )
Pensions ( 53 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 31 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 26 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 8 )
£100k - £200k ( 4 )
£50k - 100k ( 1 )
Review
by a verified client in South Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to grow our savings
How has Chris Johnson helped you?
By recommending a private pension
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything
Review
by a verified client in South Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and investment advice
How has Chris Johnson helped you?
Clear explanations and risk assessments
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Many years ago during the early years of my career I was advised to see a financial advisor, it wasn't long before, due to a shift in personal, that Chris was introduced. Not sure how long it has been now but I suspect he has been my FA for around the 30 year mark.
How has Chris Johnson helped you?
Immeasurably, mortgages, fund raising, pensions, retirement, insurance cover,SIPP's, ISA's and i expect far more than i can remember
Have you seen the outcome you were hoping for?
Without doubt, although Chris cannot control the financial markets I have always felt that he has given wise advice and have always felt confident in the decisions we mutually agreed to.
What could they have done better?
I really feel he couldn't have done any better
Review
by a verified client in West Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Why not?
How has Chris Johnson helped you?
Advice given
Have you seen the outcome you were hoping for?
Mostly, but it depends on the markets!
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
no comment
How has Chris Johnson helped you?
As a finincial adviser
Have you seen the outcome you were hoping for?
mostly
What could they have done better?
Dont know, not a financial expert