Tim Stubbins

Review from verified client

August, 2024

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

Investments

How has Tim Stubbins helped you?

Tim advised me on my investments. Took great care on his advice. I felt confidence in his advice.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

Nothing

Review from verified client

August, 2024

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

investing capital

How has Tim Stubbins helped you?

effective investment platform with good explanation and advice

Have you seen the outcome you were hoping for?

yes, as much as one can reasonably expect

What could they have done better?

nothing

Review from verified client

August, 2024

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

Needed to know my money was doing it’s best for us

How has Tim Stubbins helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t know

Review from verified client

August, 2024

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

Long term financial planning.

How has Tim Stubbins helped you?

Very helpful and clear advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, in particular.

First impression from a user who is not yet a client

August, 2024

Please provide a brief comment about your experience with Tim

Tim is very thorough and deals with our financial affairs in a candid and professional manner.

Review from verified client

August, 2024

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

To ensure that we were in the best place to plan ahead for retirement.

How has Tim Stubbins helped you?

Tim has helped us to rearrange our finances and pension provision so that we can retire knowing that we are in the best financial position for our needs.

Have you seen the outcome you were hoping for?

As it is an ongoing process and we haven’t retired, we don’t yet see the final outcome. However, having annual meetings, it is reassuring that we are well on track and the plans and amendments put in place over the last five years are set to support us in retirement.

Review from verified client

July, 2024

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

None, Tim has taken over my financial planning due to retirement of previous adviser on his recommendation.

How has Tim Stubbins helped you?

Tim has provided clarity on multiple issues regarding my finances,also offering alternative ideas I would not have thought about.

Have you seen the outcome you were hoping for?

Too early to tell,but things look promising.

What could they have done better?

Nothing I can think of.

Review from verified client

July, 2024

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

When I took early retirement I wanted to ensure my income and investments were protected.

How has Tim Stubbins helped you?

Tim and his team have been a constant source of good advice in my financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Delivered an even higher percentage return!

Review from verified client

July, 2024

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

Manage pension monies

How has Tim Stubbins helped you?

Annual advice on tax efficiency for pension draw down

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2024

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

Received an inheritance that Tim had managed.

How has Tim Stubbins helped you?

Tim has helped me understand how to plan better and how to utilise this money to the most benefit and how to maximise the investment on return.

Have you seen the outcome you were hoping for?

Absolutely, I feel much better informed.

What could they have done better?

No issues at all, Tim has always been prompt and clear in communication.

Review from verified client

July, 2024

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

Pension advice

How has Tim Stubbins helped you?

Recommended right pensions

Have you seen the outcome you were hoping for?

Don’t know yet

What could they have done better?

Very helpful

Review from verified client

June, 2024

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

Needed advise

How has Tim Stubbins helped you?

yes

Have you seen the outcome you were hoping for?

yes

What could they have done better?

\not that i am aware of

Review from verified client

June, 2024

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

I am a long term client of Charter

How has Tim Stubbins helped you?

Guidance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that i am aware of

Review from verified client

May, 2024

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

Retirement

How has Tim Stubbins helped you?

This is still ongoing

Have you seen the outcome you were hoping for?

This is still ongoing

What could they have done better?

This is still ongoing

Review from verified client

March, 2024

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

I was with the previous owners

How has Tim Stubbins helped you?

Gave me news on all the modern products

Have you seen the outcome you were hoping for?

Yes