Charlie Rossiter

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

Investment

How has Charlie Rossiter helped you?

Given advice

Have you seen the outcome you were hoping for?

Pretty much

What could they have done better?

Don't know

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

Understanding pensions and my options having multiple pensions, a mix of military, NHS and company pension.

How has Charlie Rossiter helped you?

Explained how I can achieve the lifestyle I want with more funds early in, less later, and enabled me to retire at 57! Thanks Charlie

Have you seen the outcome you were hoping for?

So far yes absolutely

What could they have done better?

Nothing, Charlie is always at the end of the phone for advice or an explanation.

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

I needed somewhere trustworthy to invest my inherited pension

How has Charlie Rossiter helped you?

By discussing best options for investing my pension pot

Have you seen the outcome you were hoping for?

I am a low risk investor but nevertheless I have seen growth in my investment

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

To find appropriate investment opportunities

How has Charlie Rossiter helped you?

Assessed our risk appetite and recommended a savings platform

Have you seen the outcome you were hoping for?

Not as good as we had wanted but the markets have been volatile

What could they have done better?

Don't know

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

He picked up our portfolio

How has Charlie Rossiter helped you?

He gave advice on transfer of an ISA

Have you seen the outcome you were hoping for?

Yes, all went very smoothly