Charlie's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 96 )
Retirement income (annuities, drawdown) ( 69 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 7 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 16 )
Financial Planning ( 27 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 20 )
£100k - £200k ( 13 )
Up to £50k ( 11 )
£50k - 100k ( 11 )
Repeat review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Wallace helped you since your last review?
He has processed my requests and guided me allowing me to do what I wanted with ease
Repeat review
by a verified client in North Yorkshire
a month ago
Overall
Service
Advice
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Wallace helped you since your last review?
Always available to talk to for advice .
Repeat review
by a verified client in Northumberland
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Wallace helped you since your last review?
He has advised me on my drawdown options, how I can take and how long it will last and set it up ready to go.
Repeat review
by a verified client in Tyne and Wear
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Wallace helped you since your last review?
answered any questions or queries quickly and thoroughly
Repeat review
by a verified client in Northumberland
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Wallace helped you since your last review?
Continues to help and advise on any issues, All requests I have handled quickly and professionally.