Weyshen's reviews

Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 1 )

Pensions ( 50 )

Retirement income (annuities, drawdown) ( 19 )

Auto Enrolment ( 1 )

Investments and Savings ( 63 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 2 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 5 )

Financial Planning ( 32 )

Financial Mentoring ( 9 )

Financial Coaching ( 7 )

( 2 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 16 )

£100k - £200k ( 17 )

Up to £50k ( 5 )

£50k - 100k ( 6 )

Review

by a verified client in Somerset

2 months ago

Overall

Advice

Service

Value

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

To sort out pensions.

How has Weyshen Chiang helped you?

He has sorted multiple pensions for me towards retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Excellent service throughout

Review

by a verified client in Bristol

2 months ago

Overall

Advice

Service

Value

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

I was looking to review my pension and consider my plan for retirement

How has Weyshen Chiang helped you?

Wince really helped to explain the options and best way forward for my circumstance.

Have you seen the outcome you were hoping for?

Wince has been so helpful, and patient through the whole process. We have a good plan and I am pleased with the outcome.

Repeat review

by a verified client in Bristol

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Weyshen Chiang helped you since your last review?

Kept everything running smoothly and made sure our financial plan is on track.

Repeat review

by a verified client in Bristol

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Weyshen Chiang helped you since your last review?

Wince has been looking after me and my family for many years now and his service remains top notch.

Repeat review

by a verified client in Bristol

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Weyshen Chiang helped you since your last review?

We have been in regular touch and he has helped me in many areas of my finances. To be honest I was very unsettled and anxious after my divorce but Wince has helped so much.