Charlie's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 1 )
Pensions ( 49 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 28 )
Investments and Savings ( 70 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 9 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 13 )
Financial Mentoring ( 5 )
Reviewers' assets
£200k - £500k ( 9 )
£100k - £200k ( 16 )
£50k - 100k ( 8 )
Up to £50k ( 9 )
Repeat review
by a verified client in Devon
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
Keeps us up to date on the financial side of investment and any changes to the market and what extra we can boost our pension rate
Charlie:
Big thanks Mike for your kind words, hope you are having a lovely restful holiday. Best Wishes Charlie.Repeat review
by a verified client in Devon
9 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
Keeps constantly in touch. Does reviews. Explains what is happening with investments and is ready to help with further advice and investments as our circumstances change.
Review
by a verified client in Devon
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice prior to retirement
How has Charlie Brown helped you?
Guided us innthr right direction
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't know! We are 6 years into retirement and our finances are working out very well.
Review
by a verified client in Devon
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had little idea of finacial planning.
How has Charlie Brown helped you?
Regualr advice and meetings. Very aproachable and friendly.
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in Gloucestershire
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Charlie Brown helped you since your last review?
Agree with all our comments last time. We see Charlie as a comitted friend.