Christopher Webb

What were the circumstances that caused you to initially look for an adviser?

Previous IFA's only offered a narrow view of our overall assets and liabilities and only appeared to interested in selling one of more products.

How has Christopher Webb helped you?

By providing a really comprehensive review of our financial health and what we wanted to achieve in retirement

Have you seen the outcome you were hoping for?

Yes, we have a clear picture of what we have and options that we could implement going forward

What could they have done better?

At this stage, I cannot see anything that was missed or that Chris could have done better.

What were the circumstances that caused you to initially look for an adviser?

My husband was contemplating early retirement and we were concerned whether our finances would support our lifestyle and aspirations for the future. Later, I was in a similar position and wondering whether to draw one of my pensions early.

How has Christopher Webb helped you?

He looked at all our assets, outgoings and plans for the future, and demonstrated that we did not need to worry about drawing our retirement pensions early.

Have you seen the outcome you were hoping for?

Absolutely. We are comfortable and feel secure and able to do the things we want to do.

What could they have done better?

I can't think of anything he could have done better, to be honest. He opened our eyes to possibilities and we have benefitted from his advice.

What were the circumstances that caused you to initially look for an adviser?

I was interested in purchasing a commercial building using a Pension.

How has Christopher Webb helped you?

Chris Webb took me through the process of transferring 3 historic work pensions into one SIPP, Chris carefully explained each stage so I could understand what was going on, he made the whole process incredibly easy and successful.

Have you seen the outcome you were hoping for?

Yes definitely, I now have a SIPP that I feel in control of, I have access to a secure portal where I can keep an eye on what is going on. The commercial building that I was hoping to purchase did not happen as I was gazumped at the last minute, but I now have a SIPP that continues to grow where I can see it and I have the option to use it for what I want in the future.

What could they have done better?

Nothing Chris could have done, the process takes as long as it takes, longer than I would have liked but that was not Chris's fault.

Please provide a brief comment about your experience with Christopher

Chris really cares about our situation and is helping us look at the big picture. He is very knowledgeable with all the right qualifications which gives us confidence in his advice.

What were the circumstances that caused you to initially look for an adviser?

To discuss income and savings In retirement.

How has Christopher Webb helped you?

Visited at home and adjusted various investments which were underperforming.

Have you seen the outcome you were hoping for?

Yes, but difficult to assess in present circumstances.

What could they have done better?

Cannot think of anything specific.

What were the circumstances that caused you to initially look for an adviser?

Investing a pension share after divorce.

How has Christopher Webb helped you?

Christopher and I discussed over a number of meetings what my needs would be and how best to meet them, and how best to invest the pension share.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Chris has been very approachable and always happy to help with any of my queries. I don’t believe he could have done better.

What were the circumstances that caused you to initially look for an adviser?

I wanted an adviser, not a corporation.

How has Christopher Webb helped you?

He is truly independent, listens and challenges appropriately and works with me to achieve our goals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of, Chris provides a tailored approach so it fits well. Interpersonal skills and empathy are key and this works well between us.

What were the circumstances that caused you to initially look for an adviser?

Needed help with pension decisions.

How has Christopher Webb helped you?

Mainly savings at the moment, but on going pension decisions.

Have you seen the outcome you were hoping for?

Too early to say at the moment.

What could they have done better?

He really does his homework before he sees you. He couldn't have done better. Really happy with advice given.

What were the circumstances that caused you to initially look for an adviser?

Our previous adviser became invisible and only communicated when forced to do so

How has Christopher Webb helped you?

Chris restructured our portfolio and gave sound advice and guidance when were dealing with long term care for a parent.

Have you seen the outcome you were hoping for?

With the exception of the current crisis effecting the markets Chris has always delivered against his projections.

What could they have done better?

Chris is proactive in setting review meetings. Communicative when there are strong variances in the market and always responds promptly to requests. What more could we need.

What were the circumstances that caused you to initially look for an adviser?

I hadn't reviewed my pensions in a long time and needed someone with expertise to help me with this.

How has Christopher Webb helped you?

Chris reviewed all of our financial circumstances and our pension schemes and helped us understand what our financial situation looked like. He provided clear reports and excellent recommendations on what we should do going forwards.

Have you seen the outcome you were hoping for?

I'm now much more confident about my financial position and know what i need to do to plan for the future.

What could they have done better?

Nothing much - it a very personal, high quality service. Highly recommended.

What were the circumstances that caused you to initially look for an adviser?

When starting my own business 10 years ago I wanted to start a work based pension through the company.

How has Christopher Webb helped you?

Chris set up my pension, gave me the advise I needed and guided me through the process.

Have you seen the outcome you were hoping for?

Completely happy, have since used Chris for other investments, life cover and insurance and always been happy with his advise and services.

What were the circumstances that caused you to initially look for an adviser?

I wanted to semi-retire a little earlier as I was just 60 years old and needed sound advise as to whether it would be financially viable and also needed advise on consolidating my two different pensions and paying off our mortgage.

How has Christopher Webb helped you?

Christopher was able to advise on what do with my pensions, that we would be able to manage financially with cash projections and also the best way to pay off what was left on our mortgage.

Have you seen the outcome you were hoping for?

Yes, we have been able to achieve what we were wanting do do.

What could they have done better?

At this stage I am not sure there was anything that could have been done better.

What were the circumstances that caused you to initially look for an adviser?

Business protection and retirement planning

How has Christopher Webb helped you?

First class [professional and friendly service

Have you seen the outcome you were hoping for?

Absolutely

What were the circumstances that caused you to initially look for an adviser?

Dissatisfaction with previous.

How has Christopher Webb helped you?

Straight forward advice on planning for future and managing investments and savings.

Have you seen the outcome you were hoping for?

Reassurance that I was doing the right thing for my financial future.

What could they have done better?

Nothing that I can think of.

What were the circumstances that caused you to initially look for an adviser?

My pension arrangements were a mess.

How has Christopher Webb helped you?

Chris sorted everything out and explained what he was doing, how he was doing it and why.

Have you seen the outcome you were hoping for?

I am yes although the corona virus has had a pretty bad effect on my pension at present.

What could they have done better?

I wouldn't change anything. I like Chris and I trust him.

What were the circumstances that caused you to initially look for an adviser?

Retirement.and investment planning.

How has Christopher Webb helped you?

Advice on pensions and all other all aspects of my finances.

Have you seen the outcome you were hoping for?

I am very happy with the advice I received.

What could they have done better?

Chris was very thorough and explained everything very clearly. I don't think he could have improved the service he provided for.me.

What were the circumstances that caused you to initially look for an adviser?

Looking to maximise my retirement income and enable me to retire at 55 with a flexible income

How has Christopher Webb helped you?

Arranged for a full pension transfer analysis of my final salary pension . Arranged for transfer to a SIPP and recommended providers

Have you seen the outcome you were hoping for?

Yes totally

What could they have done better?

Perhaps more frequent reviews of my portfolio

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with my current adviser and needed some advise regarding my mothers finances as she was going into sheltered accommodation

How has Christopher Webb helped you?

He suggested various options that were available regarding my mothers money

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing as far as I'm concerned

What were the circumstances that caused you to initially look for an adviser?

I wanted to simplify my financial affairs.

How has Christopher Webb helped you?

Unlimited advice and assistance with companies.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

A change in personal circumstances meaning that my husband was contemplating early retirement.

How has Christopher Webb helped you?

He looked at all our finances, investments, income streams, outgoings etc. and advised us of what options we had.

Have you seen the outcome you were hoping for?

Yes. We are really pleased we consulted Christopher Webb. We are living comfortably with far less financial anxiety.