Colin Caulfield

Colin Caulfield

Mantle Financial Planning

Colin's reviews

Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 1 )

Pensions ( 13 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 14 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 3 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

First impression

by a VouchedFor user

6 years ago

Overall

Please provide a brief comment about your experience with Colin

We were very happy with our initial meeting with Colin, who clearly has excellent job knowledge. I worked in the financial services industry for many years but my husband is much less well acquainted with the terminology. He had no difficulty in following the discussion, as Colin gave very clear explanations of any technical points made. We both felt happy to trust Colin with our investments and pensions and will be doing business with him shortly.

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Colin

Colin quickly understood my needs and also that I was a fairly well-informed customer. I was very pleased with the outcome of our initial meeting. Hopefully we can carry on in the same manner.

First impression

by a VouchedFor user

8 years ago

Overall

Please provide a brief comment about your experience with Colin

Very helpful. Just fact finding at the moment but things clarifying nicely. Thank you Colin.

First impression

by a VouchedFor user

10 years ago

Overall

Please provide a brief comment about your experience with Colin

First impression

by a VouchedFor user

10 years ago

Overall

Please provide a brief comment about your experience with Colin

He didn't bother to get in touch