Weyshen's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 44 )
Retirement income (annuities, drawdown) ( 15 )
Auto Enrolment ( 1 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 2 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 28 )
Financial Mentoring ( 9 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 14 )
£100k - £200k ( 17 )
Up to £50k ( 5 )
£50k - 100k ( 4 )
Review
by a verified client in Somerset
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I came into some money which led me to seek some advice on how best to invest it.
How has Weyshen Chiang helped you?
He was immensely helpful over a handful of meetings, set me up on an investment platform for a portion of my savings and advised on some good fixed term savings accounts for the rest.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
So far as I can tell, nothing!
Repeat review
by a verified client in Bristol
a month 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 felt very supported in all financial areas and had everything clearly explained at every stage.
Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing our money effectively.
How has Weyshen Chiang helped you?
Giving us valued advice on how to manage our savings and investments.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Herefordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially engaged with Weyshen when my wife and decided to opt for semi retirement.
How has Weyshen Chiang helped you?
Weyshen assisted my wife and I with all the relevant information and detail we wanted. This enabled us consequently, to make both an informed (& be comfortable) decision regarding the transition to semi retirement.
Have you seen the outcome you were hoping for?
Yes indeed. Both in the financial and relationship sense.
What could they have done better?
There is nothing I’d want any different. Weyshen is the first individual within his profession that I have been totally comfortable with in terms of advice and how he conducts himself.
Weyshen:
Thank you Lawrence, its always a pleasure working with you.Review
by a verified client in Lincolnshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The circumstances for us to look for an adviser was that we needed expertise, knowledge and guidance on how to move forward with our pensions and savings for growth. With the advise and guidance from Weyshen we decided to transfers our children's saving account.
How has Weyshen Chiang helped you?
Weyshen has helped me to stay focused on my longer term financial growth. Each regular meeting all the information in explained, he is very patient when I do not understand something and will go through it again and again making sure I know what is happening with my money.
Have you seen the outcome you were hoping for?
Yes, I have.
What could they have done better?
Nothing. Weyshen is a fantastic and knowledgeable financial advisor who is supportive, understanding of our circumstances and helpful.