Chelsea's reviews
Reviewed for
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 4 )
£100k - £200k ( 3 )
£50k - 100k ( 5 )
Review
by a verified client in Dumfriesshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To access pension advice
How has Chelsea Whittock helped you?
Chelsea has kept me informed every step of the way making me aware of my options in a friendly manner that I could easily follow. A very competent advisor and all round lovely person.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Absolutely nothing.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Chelsea
Chelsea went through everything thoroughly and answered all my questions setting my mind at rest.
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Chelsea Whittock helped you?
Helped with advice on taking a drawdown from Pension
Have you seen the outcome you were hoping for?
Hopefully yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Chelsea
Knowledgeable, courteous and professional. Very productive discussion in a limited session
Review
by a verified client in Cumbria
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retired 10 years ago and wanted to make best use of lump sum
How has Chelsea Whittock helped you?
Taken over role of advisor from previous AW advisor and continued to monitor our investment as agreed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with all aspects of Chelsea’s involvement with our investments