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Investments and Savings ( 1 )
Inheritance Planning ( 1 )
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Client reviews
Review from verified client
November, 2017
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Based in Denbighshire
What were the circumstances that caused you to initially look for an adviser?
After I retired I had a considerable amount of capital to invest as I required income on top of my company pension. I also required information regarding inheritance taxation,.
How has Christopher Jones helped you?
Christopher visited me and having discussed my needs for the future together with willingness as to risk factors put together a financial plan to suit my needs.
Have you seen the outcome you were hoping for?
Yes, in the 7 years that Christopher has been my financial advisor we have had regular meetings to review the plan. Everything so far has been completely satisfactory.
What could they have done better?
So far everything Christopher has recommended to me has worked out to my satisfaction, and there is nothing I feel he could have done better