Charlotte's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 22 )
Pensions ( 78 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 19 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 12 )
£200k - £500k ( 18 )
£100k - £200k ( 7 )
£50k - 100k ( 10 )
Up to £50k ( 14 )
Repeat review
by a verified client in Hertfordshire
a day ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Gibbon helped you since your last review?
Continues to provide the Pension advice which I need when I need it.
Repeat review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Gibbon helped you since your last review?
Helped both myself and my partner regarding pensions, condensing pensions and renewal of mortgage.
Repeat review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Gibbon helped you since your last review?
As before Charlotte and her team are just at the end of call or message. I have been looking at increase in my pension and the implications. Charlotte provided me with a number of different scenarios and the outcomes of each one on my income, tax and pension pots. This has allowed me to make a decision about changes to my draw down. The best thing is knowing that I have professionals available that can guide and support my queries and enable me to make the best decision for myself and my family - that is a good security to have.
First impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Charlotte
Charlotte was friendly and approachable and have us confidence she was someone we could work with.
Repeat review
by a verified client in Bedfordshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlotte Gibbon helped you since your last review?
Charlotte has continued to review and manage my pension and savings portfolio