Weyshen's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 1 )
Pensions ( 53 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 68 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 2 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 33 )
Financial Mentoring ( 9 )
Financial Coaching ( 7 )
( 2 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 18 )
£100k - £200k ( 17 )
Up to £50k ( 5 )
£50k - 100k ( 6 )
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?
Business is doing well so my accountant introduced me.
How has Weyshen Chiang helped you?
He's helped me set up a new pension and investments. I have a much better understanding of what retirement will look like since I started working with him.
Have you seen the outcome you were hoping for?
Yes for definite.
What could they have done better?
Nothing
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 needed pension advice and how to draw funds from my business.
How has Weyshen Chiang helped you?
Hes been helping me with my pensions for a while now.
Have you seen the outcome you were hoping for?
Yes absolutely, I was having a big build up of funds in my business but we've extracted cash out tax efficiently
What could they have done better?
Nothing
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 me on track. Investments are doing so so good
Repeat review
by a verified client in Somerset
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?
Everything is really good.
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?
Quite a few good years now, Wince has always kept me up to date with what is happening. My pension is doing very well.