Chris's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 2 )
Pensions ( 83 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 36 )
Auto Enrolment ( 1 )
Investments and Savings ( 48 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 15 )
Financial Planning ( 12 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 9 )
£100k - £200k ( 8 )
Up to £50k ( 9 )
£50k - 100k ( 9 )
Review
by a verified client in Hampshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for advice in relation to my corporate pension having moved to self employment.
How has Chris Dahl helped you?
Chris helped me with combining my pension schemes and moving to a new scheme.
Have you seen the outcome you were hoping for?
Yes
Chris:
Thank you for taking the time to share your feedback. I'm really pleased that I could help you with combining your pension schemes and easing the transition as you moved into self-employment. Your confidence in our approach and the progress you're making truly motivates me to keep providing clear, tailored advice. I look forward to continuing our conversations and supporting you on your financial journey. If you ever have any questions or need further guidance between our meetings, please feel free to reach out. Best wishes, ChrisReview
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We inherited some monies
How has Chris Dahl helped you?
Very helpful and with great insight on how to make the most out of our lives and savings
Have you seen the outcome you were hoping for?
Yes but would always welcome more
What could they have done better?
If I knew that I wouldn’t have needed his advise and help ..
Review
by a verified client in Lincolnshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Moving and merging pensions
How has Chris Dahl helped you?
Sound advice after lengthy discussion
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to optimise my existing pension
How has Chris Dahl helped you?
My pension contributions, dormant pension, and my future requirements were all reviewed and then consolidated on to a single platform
Have you seen the outcome you were hoping for?
Yes I am pleased with the results so far
What could they have done better?
There is nothing specific to report
Review
by a verified client in Berkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been taking Chris’s advice for many years now, initially on pensions and financial planning.
How has Chris Dahl helped you?
Choosing the right pension for me with the right amount of risk.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Maybe more frequent updates on whether the pension is performing, but this is usually long term anyway.