Charlotte's reviews
Reviewed for
Insurance and Protection ( 11 )
Mortgages ( 13 )
Pensions ( 25 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 12 )
Review
by a verified client in Aberdeenshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice from friends
How has Charlotte Sinclair helped you?
Move my pensions from previous jobs
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
All was good
Review
by a verified client in Aberdeenshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted advice to support our planning for retirement.
How has Charlotte Sinclair helped you?
Charlotte provided advice and guidance to support analysis of our current financial position and planning for future requirements.
Have you seen the outcome you were hoping for?
We are pleased to have confirmed changes to our current pension arrangements to better support our retirement plans.
Review
by a verified client in Aberdeenshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting married, Moving house, and having a child
How has Charlotte Sinclair helped you?
Charlotte arranged our mortgage an helped set up an improved pension plan.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Aberdeenshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I got left inheritance money and wanted advice on how best to invest it
How has Charlotte Sinclair helped you?
Charlotte explained all the different options I had then let me think which was most beneficial to me. Then we had a meeting to proceed with investing it
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Aberdeenshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I would like to start a more affective saving method for future potential mortgage and for pension
How has Charlotte Sinclair helped you?
set up my ISA and pension review
Have you seen the outcome you were hoping for?
just at the beginning
What could they have done better?
N/A