Craig Burgess

Blackstone Wealth Management

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 41 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 11 )

Investments and Savings ( 43 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 8 )

Long Term Care ( 1 )

Reviewers' assets

£500k+ ( 17 )

£200k - £500k ( 17 )

£100k - £200k ( 8 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in West Midlands

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

Large sum in savings account and family member already a client.

How has Craig Burgess helped you?

Invests my money well for it to grow at a very good rate

Have you seen the outcome you were hoping for?

Yes and more!

What could they have done better?

Annual reviews are a must in case circumstances change.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Staffordshire

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

Consolidation of several pensions and investments

How has Craig Burgess helped you?

Introduced Transact.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Has always resolved issues , if not confident on any requirement has been able to introduce a third party .

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

The los of my final salary pension scheme forced to search for an alternative. Craig Burgess was my best option.

How has Craig Burgess helped you?

Craig Burgess set up a comprehensive pension scheme taking my considerations into account. He then managed that fund whilst keeping me fully informed.

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectation.

What could they have done better?

A regional office in the south would suit me but I understand why that isn't possible.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Oxfordshire

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

Poor advise from previous advisor

How has Craig Burgess helped you?

Restructuring my portfolio

Have you seen the outcome you were hoping for?

We always think more is achievable but in the main I am satisfied

What could they have done better?

I am not sure what could have been done better none of us has a crystal ball and hindsight is a wonderful thing. Craig dose inspire confidence which helps in decision making.

Review from verified client

October, 2018

Overall

Advice

Value

Service

Based in Kent

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

Originally Craig Burgess was recommended to me by a previous employer seeking to mitigate it's future pension liabilities by encouraging employees to transfer out of the company scheme.

How has Craig Burgess helped you?

He advised on a suitable pension platform appropriate for my needs and since then has reviewed my circumstances on an annual basis.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I have been very happy with the advice received and the way they have facilitated virtual meetings when I have been unable to attend their office

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Termination of company final pension scheme in 2002.

How has Craig Burgess helped you?

At the time Craig suggested a Section 32 Buyout policy which offered enhanced tax free lump sum at a future time of my choosing and diverse investment of the transfer value from the current pension proceeds.

Have you seen the outcome you were hoping for?

Just recently I have opted to take the tax free lump sum which substantially exceeded the normal 25%. The performance of the original investment, given my attitude to risk of 65, has resulted in a steady gain suffering minimal impact from some substantial market fluctuations over 16 years.

What could they have done better?

The recently developed financial advisor's online portal seems to add very little value when compared with the information provided by the wrap service website but guess this may still be a work in progress.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in North Yorkshire

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

I needed help for looking after some capital from the sale of shares in a business.

How has Craig Burgess helped you?

The whole philosophy of Craig and his colleagues is a simple one and one that is made easy to understand. The approach used by Craig was so refreshing after having had a poor experience with a previous financial adviser. Craig has used his many years of experience to create a haven for great investment advice and to take in the needs of their customers.

Have you seen the outcome you were hoping for?

The outcome of the time I have been with Blackstones has far exceeded my best expectations.

What could they have done better?

As far as I am concern, I really am happy with everything that Craig and Blackstone do for me.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in West Midlands

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

Looking for advice on long term, high growth investment vehicles for my early retirement lifestyle and pension planning.

How has Craig Burgess helped you?

Fantastic , knowledgable team and exceptional trusted personal service at all times. You feel you are dealing with a close family business who are interested in you and your family as well as your investments.

Have you seen the outcome you were hoping for?

Exceeded my expectations at all times. I was able to retire before my planned 50 years of age, safe in the knowledge that I could afford to live well in the short and long term.

What could they have done better?

Biscuits with the coffee!!

Review from verified client

April, 2018

Overall

Advice

Service

Value

Based in West Sussex

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

consolidation of financial position on retiring.

How has Craig Burgess helped you?

Has helped me understand the issues and consolidate savings. Has recommended and executed appropriate investment strategey.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am satisfied with the service and I do not have any cause to suggest change.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Staffordshire

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

Inheritance tax planning in conjunction with transfer of a bond.

How has Craig Burgess helped you?

Advised the best way forward in a clear and understandable way, setting out all available options.

Have you seen the outcome you were hoping for?

Yes, couldn't be more delighted.

What could they have done better?

Nothing I can think of

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

A desire to organise savings and pensions in advance of retirement.

How has Craig Burgess helped you?

He organised an affordable savings/pensions package which balanced growth pptential and risk.

Have you seen the outcome you were hoping for?

Yes the outcome has been even better than we hoped for.

What could they have done better?

From our point if view nothing. We have been a long term client and his advice has been consistently sound through good and bad times. He has kept abreast/ahead of developments in the industry.. He has monitored our portfolio constantly and advised changes as and when necessary. He has the ability to explain complicated financial instruments in lay mans terms and has good manner and good interpersonal skills

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

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

Annual review of investments.

How has Craig Burgess helped you?

Information received on planning for retirement re: tax free lump sum and 'draw down' vs. annuity.

Have you seen the outcome you were hoping for?

On-going investments re-balanced, future needs assessed.

What could they have done better?

Nothing, sorry!

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Shropshire

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

Extra pension.

How has Craig Burgess helped you?

Help me setting up sensable investment profile using all the upto date rules and regulations.

Have you seen the outcome you were hoping for?

Yes, our pension fund has grown substantially more the we expected.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

Some years ago I was made redundant and wanted advice on pension planning in the event of moving a Final Salary pension to a Private Pension plan.

How has Craig Burgess helped you?

Provided suitable information for me to be able to make a decision.

Have you seen the outcome you were hoping for?

Yes. Funds have being suitably invested for several years and regular contact helps me to follow progress.

What could they have done better?

Cannot think of anything at the moment

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

Poor interest rates through a high street bank.

How has Craig Burgess helped you?

Advised me of the options for my money within his company setting and outside of his company. Very clear, in-depth explanations of all choices.

Have you seen the outcome you were hoping for?

High street bank are taking a long time to release my money therefore have not seen any outcomes as of yet. However my parents both hold accounts with Craig and their outcomes have exceeded their expectations.

What could they have done better?

Nothing, as I trust his opinion and know he has my best interest at heart.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Staffordshire

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

Through a Family Inheritance payment.

How has Craig Burgess helped you?

Advised and thoroughly explained the pro's and con's of long term investments. Took great care to ensure that we were fully aware of all the products that were available how they could work for us.

Have you seen the outcome you were hoping for?

We were hand walked through every details of our investment. How the financial markets work. Which would be best suited to our needs. As a result we believe that we will be able to leave our family quite secure.

What could they have done better?

Not really, all questions we asked were proficiently and professionally. There friendly approach and simple worded explanations left us leaving more than happy to proceed, with our investment.

Review from verified client

March, 2016

Overall

Value

Service

Advice

Based in West Midlands

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

Needed to arrange a private pension.

How has Craig Burgess helped you?

He explained the options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We have met Craig regularly over several years and he always explains things in great detail .

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Warwickshire

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

To have someone who could advise me on my pensions and other investments.

How has Craig Burgess helped you?

Craig quickly establised my postion with various investments, annuities and policies and I felt at ease knowing he was looking after my interests.

Have you seen the outcome you were hoping for?

Yes, in view of the volatile market we are currently in, you always wish for more but under the circumstances have to be reasonably happy with the outcome.

What could they have done better?

Had regular meetings and I was always aware how my investments were performing so do not feel much more could have been achieved

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in London

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

Insufficient time to manage these activities myself.

How has Craig Burgess helped you?

Coordinated all my investing and pension activities in a coherent strategy.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Looked to even further reduce fees as the assets under management have grown.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in West Midlands

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

Needed to put our pensions together and heard about Craig and his reputation was excellent.

How has Craig Burgess helped you?

Gave the advice and support we requested.

Have you seen the outcome you were hoping for?

As expected.

What could they have done better?

Nothing really as happy with advice given

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Outside UK

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

I was moving abroad and needed advice on UK tax, savings and investment strategy.

How has Craig Burgess helped you?

Craig's low cost passive investment strategy is very much in line with what I had believed to the most efficient way of investing, and was very clearly explained. His emphasis on lack of conflict of interest is excellent. He and his colleagues have provided a friendly and personal service with regular contact over the last year since I joined them.

Have you seen the outcome you were hoping for?

The shaky markets over the past year have meant that things are not quite as nice as they could have been, but the risks had been clearly explained as was the importance of taking a long term view. We shall see whether this pans out!.

What could they have done better?

Provide more graphs! ;)

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Oxfordshire

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

I was very dis-satisfied with the advice given by other agents and advisers and I was looking for advice on how to manage my pensions investments from my private company. I was nearing retirement and was worried that I did not understand what pensions I could expect from the savings I had.

How has Craig Burgess helped you?

Craig helped to draw up a consolidated view of the assets I had and helped me to put them into a form that ensured I received the return commensurate with the risk I was prepared to accept. He has always been very good at explaining my options and in showing the best and worse case projections of what I can expect from my investments. He is also very good at managing tax liability as part of the investment strategy. He does not make change for the sake of change but provides tools and services that balance my risks against returns.

Have you seen the outcome you were hoping for?

As a result of placing my trust in Craig I now feel I have a far better understanding of the assets I have and what they can provide for me. His approach is very flexible and tailored to the requirements that he helped me to identify and understand. He is very good at explaining the principles behind the investment strategy he recommends.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Staffordshire

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

Following ending of unit trusts at bank & needed protect the investment further.

How has Craig Burgess helped you?

Have been with Craig for well over 20 years & the investments we entrusted to him to grow through careful investments, in which to fund our retirement have proved more than sucessful.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Completely satisfied with all Craigs suggestions & advice - cannot think of anything further that would have been any better.

Review from verified client

December, 2015

Overall

Service

Advice

Value

Based in Staffordshire

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

Account transfer from previous adviser.

How has Craig Burgess helped you?

Comprehensive review and continuing annual reviews.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

What we have received satisfies all my needs.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in West Midlands

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

Disappointment with the level of overall service and advice from my previous financial adviser.

How has Craig Burgess helped you?

He explained clearly the basis of his investment strategy with which I agreed. The platform he uses offers great access to information and balances the overall portfolio across my GIA, pension and ISA accounts.

Have you seen the outcome you were hoping for?

Everybody hopes for more income/growth, but generally my expectations have been met.

What could they have done better?

Talk less.

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Norfolk

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

Section 32 pension.

How has Craig Burgess helped you?

Setting it up.

Have you seen the outcome you were hoping for?

Not really a couple of bad investments has caused trouble.

What could they have done better?

Not really

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Staffordshire

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

Looking for a better return on my investments.

How has Craig Burgess helped you?

Initially he did very well as the market allowed.

Have you seen the outcome you were hoping for?

Now with the disappearence of bonds and the introduction to an "umbrella"company I have been more than pleased.

What could they have done better?

I feel that he has helped as much as he can

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Craig Burgess helped you?

Excellent experience. Very up to date with the latest developments. I have known Craig for more than 30 years after he sorted my difficult pension problems out.

What could they have done better?

Awkward in the early years about when to move or sell investments. Better system now although I was very dubious at first..

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Cheshire

How has Craig Burgess helped you?

Craig's enthusiasm for his subject comes across when meeting him. His advice is very much evidence based, the result being that you cannot beat the market. If you cannot beat the market then why pay more for someone who in long run who cannot. Therefore simply own the market in the cheapest way possible with tracker funds. Risks are well highlighted The cash flow forecast ( Monte Carlo) is very useful

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Craig has advised me and my family for over 20 years. I have every confidence in him and no hesitation in recommending him

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Craig Burgess helped you?

Provides a good service managing a portfolio and is always ready to adapt advice on specific situations which change from year to year.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in North Yorkshire

How has Craig Burgess helped you?

Craig and his colleagues are very knowledgeable and understand my attitude risks and strategies.

What could they have done better?

Great that we can face time!!

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Warwickshire

How has Craig Burgess helped you?

Good advice proven by 10 years experience and investment. Refreshingly open communication and advice easily understood.

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Oxfordshire

How has Craig Burgess helped you?

I have had advice from Craig Burgess on pensions and savings since the 1990s when the company I worked for stopped their final salary pension scheme. Craig advised me on the options available and, having reviewed his recommendations with colleagues, I decided to follow his advice. Since retiring I have had yearly reviews with Craig and have discussed the options for investment without feeling pressured into one scheme over another. I have found Craig, and his team, to be always helpful and willing to answer any questions. At my last meeting with him, in March 2015, he made some suggestions about future planning (including wills etc.) which I had been putting off! His suggestions were timely and I am in the process of following them up. I have no reservations about the advice, and performance, regarding my investments and pension.

What could they have done better?

The only suggestion I could make is that at times his enthusiasm leaves me floundering as I do not profess to have much understanding of the financial world. Having said that, when I ask questions for clarification, he does come down to my level.

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Staffordshire

How has Craig Burgess helped you?

The help and support has been second to none

What could they have done better?

Some of the jargon is a little to complicated for me to understand (Transac)

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Worcestershire

How has Craig Burgess helped you?

Have known Craig for very many years and was impressed by his knowledge and subsequent advise right from the start. Easy to talk to, never in a hurry to end a discussion or account review and always explains in everyday language the options available and the pro's and con's of each.

What could they have done better?

None that I can think of.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Investment and risk is a hugely complex subject to the layman and Craig and his colleagues are able to present the issues in a format that we can clearly understand and therefore take an informed and active part in the decision making processes within our regular review meetings.

What could they have done better?

We have no suggestions which hopefully speaks for itself

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Avon

How has Craig Burgess helped you?

I am kept constantly update of any changes within my portfolio, and also certain tax advantages that are available to me, which would otherwise be miss

What could they have done better?

Everything that is offered, more than covers my needs

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Craig Burgess helped you?

craig understands our situation and talks us through the intricacys of good financial management in a clear and concise way explaining relevant details in a friendly and professional manner.

What could they have done better?

no concerns at this present time

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Communicate understandably.

What could they have done better?

not a lot!

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Essex

How has Craig Burgess helped you?

Craig understands my future plans, and tailors his advise to my specific situation. He has also enabled me to minimise my exposure to higher rate taxation We have yearly Skype meetings, but Craig is also available at the end of an email query in case of a unexpected query.

What could they have done better?

Be cheaper... in reality the charges are very reasonable... but they could always be lower...

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Craig Burgess helped you?

The information is fully explained in a way that makes is very easy to understand follow

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Berkshire

How has Craig Burgess helped you?

He has created a portfolio for me that reflects my attitude to risk. Our meetings are always interesting as he will explain how things are progressing and what might need addressing. I certainly trust Craig and Blackstone for managing my financial situation.

What could they have done better?

I can't think of anything that might improve the service.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in North Yorkshire

How has Craig Burgess helped you?

He understands our requirements and takes into account our lack of financial acumen. W feel secure taking his advice and only involves us when necessary.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Cambridgeshire

How has Craig Burgess helped you?

- explains where we are at financially across the board financially. - how our 'money' is developing/growing - range of projections to see how it will work for us in the future - approachable and explains things visually as well as discussing it with us

What could they have done better?

- happy with his advice - not sure on his fees although we are sure he must have told us at some stage thus answer on value for money

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Craig Burgess helped you?

Very attentive in arranging an annual 2-hour review of investment portfolio and current financial position, plus telephone enquiry in between to check on satisfaction. Receptive to enquiry at any time. Full explanation of pattern of investments and current pension legislation, as well as enquiry about immediate financial plans. Easy on-line access to portfolio to check on state of investments. Enterprising in developing quality of service, for example, in relation to rebalancing of investments to maintain agreed level of risk.

What could they have done better?

Explanation of approach to investment is thorough, but sometimes complicated, despite good use of metaphor and simile. Needs to watch client's expression to sense whether explanation is being understood and to check this understanding at intervals.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Craig invests his time into getting to know you and what your priorities are for saving and investment. As a result I feel that that over the last 20 years he has helped me to achieve the best possible returns on my investments using my personal "risk" parameters.

What could they have done better?

I am very happy with the service I receive and have recommended him to a close friend who is now his client.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

We saw Craig today about possibilities for investing substantial funds to provide stability for a handicapped relative in the future. He was very clear and made things nice and easy to follow - but the thing which really impressed me was his honesty. He advised us that we really didnt need anything complicated and in fact showed me how i could sort things out myself - a previous financial adviser had tried to sell me a product for an initial £7K. Its so refreshing to find someone who isnt out to simply sell a product to you - a really nice husband and wife team and I cant speak highly enough of Craigs integrity. Anyone looking for someone who will treat them well should come and see Craig as no 1 on their list Thanks Craig, we really appreciate what you did this morning

What could they have done better?

nothing ! I'm as pleased as could be

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

I have been a client of Craig for over 20 years. I was a single mom, on a restricted income, wanting to make some kind of provision for my daughter should anything happen to me and for my own future. We discussed how this could be achieved and he has optimised changes in the marketplace over the years nto ensure consistent growth of my portfolio. My portfolio has performed better than my expectations all due to Craig's hard work, dedication and knowledge of financial markets. He has always made sure that I have understood the situation, and any risks involved, in achieving these goals. There has been a recent development of some new software in partnership with a university which from the demonstration can only be an asset to the business and ultimately Craig's clients. I would have no hesitation in recommending Craig to any new clients.

What could they have done better?

Perhaps an update on any new developments being undertaken eg the new software and the reasons/anticipated advantages of this.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in London

How has Craig Burgess helped you?

Manages my pension portfolio very effectively, whilst pro-actively introducing new ideas as circumstances or the law change. Our reviews are conducted in a professional and efficient manner yet are friendly and always interesting. Explanations of complex ideas are given at level that can be readily understood.

What could they have done better?

Provide an automatic annual statement or summary of costs of managing the portfolio, as a standard part of an already very good service.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Clearly explains the pros and cons and patiently answers any questions to allow an informed decision to be made. Innovative in his suggestions and proposals rather than simply offering an existing off the shelf product to invest in. Tracks and reviews the financial well being of your pension and investments.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Ross-shire

How has Craig Burgess helped you?

Continuity and consistency of regular contact and advice. Responsiveness to specific enquiries. Risk assessments.

What could they have done better?

Short e-bulletins to update on trends, outcomes, risks.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Explains fully and clearly the advantages and pit falls of the Invesrments offered to you.Been with him 20years which proves the exellence of his advice

What could they have done better?

Happy with advice and service provided

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Ross-shire

How has Craig Burgess helped you?

Above all, listens to us! And is good at sifting out info that is relevant to our situation. Sends us regular updates.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Craig Burgess helped you?

Craig has provided me with advice and guidance over the last 15 years or so. His frankness and honest opinion generate trust. He always manages the changes in my plan to reflect the opportunities in the financial marketplace for safe and consistent growth. He is creative in his approach and is always careful to ensure that risk and cost are minimal and controlled. He has always reacted in a positive and reassuring way to my challenges with redundancies and declining health.

What could they have done better?

I'm struggling with this section. Maybe some time earlier on put into demonstrating how Transact could be used beneficially at home between reviews.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

I have known Craig for 20 years and the advice he has given so far has always been excellent. Craig is able to explain any financial questions that I may have, in a manner that can be understood and the options he has suggested have realised my goal of early retirement. * Explains technical details. * Gives good advice, with different options. * Makes investments / planning for future easy! Craig keeps abreast of modern trends and technologies working with local Universities to develop his own software.

What could they have done better?

Totally satisfied with all Craig has achieved over the last 20 years. Well done Craig just keep benchmarking the latest trends.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in West Midlands

How has Craig Burgess helped you?

Craig and his Blackstone crew are well versed in the field of wealth investment. His general approach to investment is one that is evidence-based and involves balancing the odds rather that gambling/betting on individual products. The investment platform Craig uses, Transact, offers value for money service and total transparency. My accountant and his family are also managing their investment with Craig's guidance. I guess that pretty much sums up Craig's trustworthiness.