Weyshen's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 47 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 1 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 15 )
Financial Mentoring ( 5 )
Financial Coaching ( 5 )
( 2 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 13 )
£100k - £200k ( 13 )
Up to £50k ( 4 )
£50k - 100k ( 3 )
Review
by a verified client in Bristol
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Rationalise my finances
How has Weyshen Chiang helped you?
Extremely informed help clearly focused on my individual needs. Always prepared to give his time. Extremely courteous and professional in all aspects of his work.
Have you seen the outcome you were hoping for?
Yes, immediate goals achieved and will use Wince in the future.
What could they have done better?
Nothing. Would recommend Wince without reservation.
Weyshen:
Thank you for your kind words Paul, appreciate it.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?
Given advice about where to draw money from investments, Premium bonds Establishing a saving account with the. Bank
Repeat review
by a verified client in Herefordshire
4 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?
He continues to work towards providing me with a additional income and giving me sound ideas for future management of my finance.
Review
by a verified client in Bristol
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My business has been doing very well recently, my accountant recommended I speak to Wince to review my financial planning needs.
How has Weyshen Chiang helped you?
We have set up a company pension scheme and we are now saving tens of thousands on corporation tax each year.
Have you seen the outcome you were hoping for?
Couldn't be happier
What could they have done better?
Nothing?
Review
by a verified client in Bristol
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help from a knowledgeable independent financial adviser, we discussed tax efficient investment strategies and ways to extract capital out of my business.
How has Weyshen Chiang helped you?
As always he has been working closely with my accountant and we now have a tax efficient retirement plan in place. My accountant and Wince are working together and we complete our annual reviews all together. Saves me a lot of time and the joined up approach works well from a planning perspective.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a