Chris Allen

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

I needed somebody to help with home insurance

How has Chris Allen helped you?

He found a policy much cheaper than my bank

Have you seen the outcome you were hoping for?

Yes, brilliant.

What could they have done better?

Nothing

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

It wasn't until my late 20s that I had the spare money and where my works contribution at the time was limited I decided I would look into a private pension which I have now had for around 7/8 years.

How has Chris Allen helped you?

Chris has been incredibly friendly, but more importantly supportive with a coaching approach to help me navigate the many options that are out there and at times a bit overwhelming. Chris provided me with a couple of refined competitive options after considering my situation and future desire.

Have you seen the outcome you were hoping for?

Yes, my pension has improved since moving it to an alternative platform via Chris which has more competitive rates. In addition to this Chris reviews my position at regular intervals and keeps me updated with the changes.

What could they have done better?

Difficult to answer as I am happy with the service and the outcomes I am currently receiving.

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

Getting all my little pensions into one pot

How has Chris Allen helped you?

He has got the pensions together abd adviced on the best way to invest with the help of the risk assessment.

Have you seen the outcome you were hoping for?

No I haven't seen the outcome I was hoping for. However there gave been a lot of bad things happening in the world since I went with him

What could they have done better?

I don't know if they could have done better.

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

I was receiving poor guidance and Chris took a look and put my pension onto better tracks

How has Chris Allen helped you?

Chris has improved my future pension security and helped to guide my financial decision making

Have you seen the outcome you were hoping for?

So far, the investments are on track

What could they have done better?

I wish I had met Chris sooner to sort out my pension

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

With some monies to invest, and retirement in the not-too-distant future, we needed advice on how to best invest for the long-term and potential options with regard private pensions and tax-free draw-down.

How has Chris Allen helped you?

Chris met with us 3 or 4 times and took us through a risk assessment before advising on the best route for investments. He spent a lot of time listening and understanding our ideals, motivations, and interests, and then advised on options that were aligned to these. We cannot fault his approach, and we felt entirely comfortable discussing between ourselves in front of him in order to give clarity on the outcome we needed.

Have you seen the outcome you were hoping for?

Absolutely, 100%

What could they have done better?

Nothing - this was exactly what we needed.