Reviewed for
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 19 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in South Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent became self employed so wanted some guidance and help with how to invest and save money, and also save up for first home. My dad has used Smith & Wardle for many years therefore I knew they would be very trustworthy.
How has Christian Lloyd-Williams helped you?
Christian has been absolutely brilliant in helping me financially plan. I am extremely new to investing and could not have asked for a better advisor to support me through the first few months of self-employment! Never pushy and always listens and acts in your best interests. Thank you!
Have you seen the outcome you were hoping for?
Feeling so much more comfortable with my saving aims and goals
Christian:
Thank you for leaving me a review, Henrietta. It's great to hear you don't feel you could have asked for a better adviser to support you and you are feeling much more comfortable with your savings and goals. We rely heavily on client recommendations to grow our business. Comments help prospective clients make important decisions when deciding who to engage with when looking for financial advice.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing for retirement after the sale of our business
How has Christian Lloyd-Williams helped you?
He has given us clear advice and helped us to action it.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Christian:
Thank you for leaving me a review, Alan. It's great to hear you don't feel we could have done anything better and you have got the outcome you were hoping for. We rely heavily on client recommendations to grow our business. Comments help prospective clients make important decisions when deciding who to engage with when looking for financial advice.Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Feeling overwhelmed about finances!
How has Christian Lloyd-Williams helped you?
Christian helped me to finally get my head around the mosts sensible options to me - attentive and personable, he reinforced my understanding of what my options are and went the extra mile to keep things joined up between my accountant and I. The fact that they both echoed each other's advice was especially reassuring.
Have you seen the outcome you were hoping for?
It's early days in terms of investments (which I know can go up & down anyway), but I definitely feel an enormous sense of relief that I was finally able to reflect properly on my financial situation - it helped that Christian's warm sense of humour helped take some of the dread out of the task too. He
What could they have done better?
I don't know what I don't know...
Christian:
Thank you for leaving me a review, Julie. It's great to hear you feel an enormous sense of relief that you were finally able to reflect properly on your financial situation. We rely heavily on client recommendations to grow our business. Comments help prospective clients make important decisions when deciding who to engage with when looking for financial advice.Review
by a verified client in Hertfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted a review of my own plans and circumstances.
How has Christian Lloyd-Williams helped you?
Clear advice on pensions investment.
Have you seen the outcome you were hoping for?
N/A - His advice provided reassurance and direction for my plans.
What could they have done better?
Nothing
Christian:
Thank you for leaving me a review, Richard. It's great to hear you feel we couldn't have done anything better and we provided reassurance and direction for your plans. We rely heavily on client recommendations to grow our business. Comments help prospective clients make important decisions when deciding who to engage with when looking for financial advice.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Holistic financial advice.
How has Christian Lloyd-Williams helped you?
Put together plan with modelling on when money would run out.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Christian:
Thank you for leaving me a review, Kim. It's great to hear you feel we couldn't have done anything better and you have seen the outcome you were hoping for. We rely heavily on client recommendations to grow our business. Comments from our existing clients help prospective clients make important decisions when deciding who to engage with when looking for financial advice.