Chris Dixon

Review from verified client

December, 2019

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

Remortgage of our home.

How has Chris Dixon helped you?

Not only did he get us a great deal on the new mortgage but he sorted all our insurances out as well and saved us approx. £100/mth.

Have you seen the outcome you were hoping for?

We are so happy with the service we received we will always use him for our re-mortgages, which we do every 2-3 years depending on the market.

What could they have done better?

Nothing I can think of. He is very efficient, which I appreciate as I don’t have a lot of free time.

Review from verified client

December, 2019

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

Having spare cash to invest

How has Chris Dixon helped you?

I chose the level of risk and he chose where to invest my savings

Have you seen the outcome you were hoping for?

I hope for a better outcome but I understand the market can rise and fall

What could they have done better?

I am not sure if he could have done any better . I trust him to do his best.

First impression from a user who is not yet a client

October, 2019

Please provide a brief comment about your experience with Chris

He was informative and clear.

Review from verified client

July, 2019

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

Inheritance money

How has Chris Dixon helped you?

By working with me to understand the right type of investment for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I've been happy with everything

Review from verified client

November, 2018

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

House hold repairs

How has Chris Dixon helped you?

Helped me draw off a pension fund

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing totally sound advice

Review from verified client

October, 2018

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

Transfer of Equity case.

How has Chris Dixon helped you?

By looking into my future options for remortgaging.

Have you seen the outcome you were hoping for?

Yes - Everything was very clear and easy to understand.

What could they have done better?

Nothing comes to mind

Review from verified client

October, 2018

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

Pending retirement and fruition of Private Pension Policy.

How has Chris Dixon helped you?

Chris provided excellent advice, analised my financial position, recommended a route for me to enable me to take my Pension Pot.

Have you seen the outcome you were hoping for?

Yes - I was very clear and happy with the documentation I received and the arrangements for accessing my pension.

What could they have done better?

My experience was a good one so don;t think Chirs could have done anything better

Review from verified client

October, 2018

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

Retirement.

How has Chris Dixon helped you?

Investing pension Lump sums and setting up a drawdown pension.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

October, 2018

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

Investment plans for my pension.

How has Chris Dixon helped you?

Chris looked at my financial position and we discussed the future plans for my pension funds. We discussed the risk/reward opportunities for initially one of my funds with a view on my future retirement.

Have you seen the outcome you were hoping for?

I was happy to take up an investment opportunity for one of my plans with an eye on future investments for the rest of my pension funds.

What could they have done better?

I thought the approach was very thorough and clear. I struggle to think of how it could have been improved

Review from verified client

October, 2018

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

We had a lot of "legacy" investments which were not performing.

How has Chris Dixon helped you?

Helped us to consolidate our rather diverse (read chaotic) portfolio into a better-managed​ system.

Have you seen the outcome you were hoping for?

It is too early to tell.

What could they have done better?

So far, so good.

Review from verified client

September, 2018

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

Private pension.

How has Chris Dixon helped you?

Reviewed all options and helped me decide on the most suiyable for my needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Maybe respond to e-mails a little quicker although this is not a significant complaint

Review from verified client

September, 2018

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

capital from property sales.

How has Chris Dixon helped you?

Advice on suitable investment platform.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2018

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

Needed to plan for early retirement.

How has Chris Dixon helped you?

Chris was very helpful in explaining how to invest monies in a tax efficient manner accepting my own low risk inclination and also advising how to invest in added personal pension in the first instance -he has enabled my life plan to be put in place !.

Have you seen the outcome you were hoping for?

Yes - I have been able to retire 12m earlier than my planned 58 years of age goal .

What could they have done better?

Uncertainnow what could have been done better - I struggle to understand finances and Chris has always been patient and very clear in his illustrations of my options .

Review from verified client

September, 2018

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

I was made redundant and needed advice on pensions and investments and was looking for a smaller company with the personal touch.

How has Chris Dixon helped you?

Chris gave solid advice on what to do with both pensions.

Have you seen the outcome you were hoping for?

Too early to say yet.

What could they have done better?

Too early to say yet

Review from verified client

April, 2018

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

I was within a few years of retiring,and desperately needed advice on what to do about my private pension,my financial advisor at the time was not giving me the service I required.

How has Chris Dixon helped you?

I found Chris to be very helpful,easy to talk to and approachable (!)He looked at my situation and very quickly advised me of my best options on maximising my pension in the few years that I had left.

Have you seen the outcome you were hoping for?

I am definitely really pleased that I contacted Chris,the pension I now receive is better than I expected at the time,I feel mostly thanks to his sound advice.

Review from verified client

October, 2017

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

I sought a Financial Adviser who could give me sound direction in a challenging market. As well as proven success / results , I required someone I could trust and build a business relationship . Ideally a local person / company.

How has Chris Dixon helped you?

From the first contact and subsquent discussion / meetings , my confidence in Chris has grown . An excellent , well informed approach and communicator which made my choice to select Chris a given.

Have you seen the outcome you were hoping for?

It is early days yet , but i have trust in Chris that the best possible results will be achieved .

What could they have done better?

At this stage , nothing . He was and is the best choice for me .

Review from verified client

October, 2017

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

Personal & Company Pension Scheme.

How has Chris Dixon helped you?

Chris was very knowledgeable regarding the pension scheme and advised which was the right one.

Have you seen the outcome you were hoping for?

Yes, I am happy with what I have received so far.

What could they have done better?

Nothing, I asked the questions which I though where important, and Chris answered them in a manner which I understood.

Review from verified client

October, 2017

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

Company Pension Scheme.

How has Chris Dixon helped you?

Chris was very knowledgeable, and provided excellent advice in choosing the right product.

Have you seen the outcome you were hoping for?

Yes I am.

What could they have done better?

No need to change anything, every question I asked, was answered in a manner that was easy to understand.

Review from verified client

October, 2017

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

Remortgage.

How has Chris Dixon helped you?

Clearly explained the options available to us and enabled us to choose the best one to suit our circumstances.

Have you seen the outcome you were hoping for?

Yes. Successfully remortgaged and a large sum of money saved on our insurances.

What could they have done better?

Without a great deal to compare the service we received to I can not think of anything further he could have done to assist us.

Review from verified client

September, 2017

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

I needed a personal pension.

How has Chris Dixon helped you?

He advised on previous work place pensions and if they could be moved into a new personal pension.

Have you seen the outcome you were hoping for?

Yes so far!.

First impression from a user who is not yet a client

August, 2017

Please provide a brief comment about your experience with Chris

Chris arrived at the appointed arranged time for our first meeting our financial requirements were discussed and Chris arranged a further meeting in a weeks time he again arrived promptly we discussed his recommendations and decided to go ahead so far 10 star service

Review from verified client

June, 2017

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

We had sold a house and used Chris's service to find the best deal on a new joint mortgage.

How has Chris Dixon helped you?

Chris, from the first telephone call was absolutely spot on with his advice to us both and individually. He made it a relatively easy journey despite some very trying weeks and was on hand all the way and after the sale went through.

Have you seen the outcome you were hoping for?

Eventually we got there, regardless of the difficulties caused by other parties.

What could they have done better?

Chris went over and above his duties and was helpful throughout.

Review from verified client

June, 2017

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

To arrange a mortgage for myself and my partner.

How has Chris Dixon helped you?

Gave advice as to best way to proceed and then sourced a mortgage for us which bearing in mind my partner is recently self employed was not straightforward.

Have you seen the outcome you were hoping for?

Yes mortgage obtained at a suitable price and term and we have now moved into our new home.

What could they have done better?

No improvements necessary. Chris was very professional. knowledgeable and definitely had our best interests at the centre of what he did. He was always available to discuss and advise. I would thoroughly recommend his services.

Review from verified client

June, 2017

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

an inheritance required investing plus a problem with a pension fund.

How has Chris Dixon helped you?

he was able to put my money in an investment that suited my requirements. He was also able to sort out a problem that had arisen with the pension.

Have you seen the outcome you were hoping for?

early days for the investment but the pension is as promised.

What could they have done better?

I don't see how

Review from verified client

June, 2017

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

Change in my circumstances and I needed financial advice regarding my pension.

How has Chris Dixon helped you?

He helped in every way with the transition from my Coop pension into one from Royal London that better serves my needs.

Have you seen the outcome you were hoping for?

Early days but I have no complaints the transition went smoothly.

What could they have done better?

Nothing.

Review from verified client

June, 2017

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

We are a couple close to retirement. We needed clear advice on how to manage our savings and pensions. Recent changes left us somewhat in the dark.

How has Chris Dixon helped you?

Chris was able to steer us to a path that best suited our circumstances and left us feeling more confident and in control.

Have you seen the outcome you were hoping for?

It's early days but so far Chris has delivered. He has our confidence, we are hoping for a long term relationship.

What could they have done better?

Nothing to date.

Review from verified client

March, 2017

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

Arranging a mortgage for myself and my partner.

How has Chris Dixon helped you?

Chris initially gave us some advice and then when we knew what we wanted to borrow and what term he searched for a secured a suitable mortgage for us bearing in mind my partner is recently self employed.

Have you seen the outcome you were hoping for?

Yes, Chris gave us excellent advice which he followed through to a satisfactory conclusion despite many problems with the mortgage company .

What could they have done better?

There is nothing I would suggest could be improved. Chris was always available by phone or email, he kept us updated and looked after our best interests throughout.

Review from verified client

January, 2017

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

Needed advice on options for mortgages.

How has Chris Dixon helped you?

Helped offer suggestions on what info was needed to take my application further, as our needs were a little more complex than a standard residential mortgage.

Have you seen the outcome you were hoping for?

Still in progress.

Review from verified client

December, 2016

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

I had received no follow up from my existing advisor for over a year.

How has Chris Dixon helped you?

By assessing my pension portfolio and recommending a more suitable option for my circumstances.

Have you seen the outcome you were hoping for?

I am waiting to see - it is too early to tell but I am confident it will be beneficial in the long term.

First impression from a user who is not yet a client

November, 2016

Please provide a brief comment about your experience with Chris

Chris contacted me quickly and discussions are ongoing.

Review from verified client

October, 2016

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

We are buying a house in the New Year and needed some independent expert advice on mortgages.

How has Chris Dixon helped you?

Hi listened to us about our needs and offered great advice based on our criteria.

Have you seen the outcome you were hoping for?

We are 100% going to use Chris's service when we find the property that we want.

What could they have done better?

We think that firstly Chris was very personable and very knowledgeable which made us feel easy talking with him so can only give good feedback really.

First impression from a user who is not yet a client

August, 2016

Please provide a brief comment about your experience with Chris

Chris arrived on time and was very personable. He answered all our questions and made it really easy for us to make a decision as to what we should do when we take out our mortgage and will definitely be using his services to arrange that.

Review from verified client

January, 2016

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

We were looking for a new mortgage on a house purchase.

How has Chris Dixon helped you?

Clear advice that took account of our personal circumstances. He listened and did not try to hard sell any product.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

NA

Review from verified client

November, 2015

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

I need to change my mortgage and was looking for advice which type.

How has Chris Dixon helped you?

He showed me the different options taking into my current circumstances. There was no hard sell very open and honest.

Have you seen the outcome you were hoping for?

My mortgage has been completed with minimal of stress for me and I am happy with the outcome.

Review from verified client

September, 2015

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

Wife is a GP so we had extra money to invest.

How has Chris Dixon helped you?

Chris advised us on how to invest and to sort out a private pension scheme for both of us with the intention of retiring at the age of 55.

Have you seen the outcome you were hoping for?

I have retired. My wife continues to work for 4 days a week. The investments have done well. I have not decided yet how to use the pensions.

What could they have done better?

This is hard to answer as we are very pleased with the advice and manner of its delivery.

Review from verified client

September, 2015

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

We had tried several places to get a good mortgage, however we weren't succeeding. My mum suggested that we tried an Independant Advisor, as that's what her and her partner did to find get themselves a mortgage.

How has Chris Dixon helped you?

Chris helped us find a mortgage when no one else would offer us one.

Have you seen the outcome you were hoping for?

We're first time buyers looking to get a mortgage on our first house. The outcomes that we got were exactly what we wanted.

What could they have done better?

I don't think our financial advisor could have done anything different, he was good at responding to emails and keeping us up to date. He helped us understand anything that we didn't and get the mortgage that we wanted. He was really good and I feel that we couldn't have got anyone better.

Review from verified client

September, 2015

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

Pensionable age and needed advice on the new pensions plan.

How has Chris Dixon helped you?

Chris gave us advice on the advantage of buying an annuity and pension release.

Have you seen the outcome you were hoping for?

We are more than happy with the outcome arranged by Chris.

What could they have done better?

chris did everything we asked for and gave us clear and proffessional advice.

Review from verified client

September, 2015

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

GP Locum insurance.

How has Chris Dixon helped you?

Competitive quote and efficient claims handling.

Have you seen the outcome you were hoping for?

Happy that this topic is taken care of under Chris' guidance.

Review from verified client

July, 2015

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

review of pensions options in the past lead to seeking investment advise and even insurance review.

How has Chris Dixon helped you?

helped us make best use of funds for pensions planning and making investmnets . Hve since invested in mamaged funds regulary with very good returns and had help seeking cost efective sickness insurance too.

Have you seen the outcome you were hoping for?

We are pleased with the advise and seen even beter return on our funds than we hoped .

What could they have done better?

review of pensions in terms of Gps is very confusing = would apreciate contact as isues hit the news, but realise this is hard to do .

Review from verified client

July, 2015

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

I had a number of different private company and even personal pension pots not receiving contributions and not really growing. One company pension scheme offered an incentive to withdraw.

How has Chris Dixon helped you?

Chris managed to do all the leg work and round up over half a dozen separate pensions and consolidate into one pension scheme.

Have you seen the outcome you were hoping for?

Now over two years on I have seen considerable growth from these previous stagnant pensions and having just moved companies again, Chris is in the process moving another pension into my main pension.

What could they have done better?

No better, no hard sell on any other products. Good trustworthy, honest dealings . Thoroughly recommend his services.

Review from verified client

July, 2015

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

Private pension maturing.

How has Chris Dixon helped you?

Advised on best investment.

Have you seen the outcome you were hoping for?

Satisfied with performance of investment.

What could they have done better?

None

Review from verified client

July, 2015

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

To help in finding a mortgage.

How has Chris Dixon helped you?

Chris found me a mortgage with a few different mortgage companies even though I had a bad credit rating. Very helpful and professional.

Have you seen the outcome you were hoping for?

Chris was very helpful but I've decided to stay renting for the moment. But if I do change my mind I would go back to him.

What could they have done better?

Can't think of anything.

Review from verified client

July, 2015

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

I was Introduced to Mr Chris Dixon by a friend I had just Received a substantial amount from my savings in Yorkshire Bank and I would further my Investments In stocks and shares.

How has Chris Dixon helped you?

Chris made me feel very comfortable in the Introduction and advice that he gave me regarding my Investments He laid out all the pro's and cons that could take place if things go well or diminish your capital.

Have you seen the outcome you were hoping for?

I am very happy with my current situation which include finance and advisor.

What could they have done better?

From time to time Chris and I have spoken in regards to the client being more Informed regarding the ongoing clients finances After our discussions Chris is now either having meeting or downloading more Information to his clients which is proving very constructive

Review from verified client

July, 2015

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

Most recently I wanted to update my income protection policy.

How has Chris Dixon helped you?

He found me a much more competitive deal.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

July, 2015

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

Re-mortgage and name changes on mortgage. Life insurance taken out.

How has Chris Dixon helped you?

Searched the whole of the market, researching and identifying the best suited products for our needs.

Have you seen the outcome you were hoping for?

Still with the same mortgage company. lufe insurance ongoing.

What could they have done better?

Nothing that sprigs to mind. We achieved what we wanted at that moment in time.

Review from verified client

July, 2015

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

wondering about getting a buy to let mortgage.

How has Chris Dixon helped you?

good advice, prompt service in finding me a suitable and competitive provider,.

Have you seen the outcome you were hoping for?

the sale fell through and i decided the whole thing was to stressful so did not pursue it.

What could they have done better?

he was fine as he was

Review from verified client

July, 2015

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

needed help and advice.

How has Chris Dixon helped you?

consolidated savings, pension and insurance etc, suggested and set up better arrangements.

Have you seen the outcome you were hoping for?

Happy with everything.

Review from verified client

July, 2015

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

My previous advisor had not been in touch for years and my pension was not doing very well.

How has Chris Dixon helped you?

He reviewed my options and moved my money to a better plan, hopefully.

Have you seen the outcome you were hoping for?

I think so.

What could they have done better?

Not being very fiscally aware lm not really sure but I think he has done his best with my situation 6

Review from verified client

July, 2015

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

info on pension consolidation.

How has Chris Dixon helped you?

very helpful and pointed me in the right direction.

Have you seen the outcome you were hoping for?

yes all going well.

Review from verified client

July, 2015

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

Redundancy funds to invest and pensions to consolidate.

How has Chris Dixon helped you?

He did a full risk assessment, listened carefully to my needs and then created the best portfolio and range of actions.

Have you seen the outcome you were hoping for?

Yes but only 1 year in to a longer term investment plan.

What could they have done better?

Nothing

Review from verified client

July, 2015

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

I had a pitiful pension pot!.

How has Chris Dixon helped you?

After in depth discussions he gave me his recommendations.

Have you seen the outcome you were hoping for?

My pension pot that Chris manages is doing very well, thanks to his advice.

Review from verified client

July, 2015

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

Approaching retirement.

How has Chris Dixon helped you?

Gave advice on my personal pension,transferred my personal pension into one that was more suited to my circumstances and gave much better returns.

Have you seen the outcome you were hoping for?

Now retired for 10 months,am very pleased with the outcome so far,I feel I received very good advice and definitely would not have had this outcome without it.

What could they have done better?

Can't really think of anything.

Review from verified client

July, 2015

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

Our mortgage was unexpectadly refused during the procedure of purchasing a house.

How has Chris Dixon helped you?

He got back to us the same day of contact and came round for a face to face meeting the next day, in which he was able to get us a new mortgage offer which was expected straight away. We could not fault the speed in which he worked.

Have you seen the outcome you were hoping for?

We got the mortgage that Chris found for us meaning we were able to continue in buying the house.

What could they have done better?

Since this is the only time we had used the services of a financial adviser I have nothing to compare Chris too, but in our experience he couldn't have done better. He worked fast and professionally and for a fair price that saved us a lot of stress and leg work.

Review from verified client

July, 2015

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

Purchasing a house - moving out of rented accomodation into our own home.

How has Chris Dixon helped you?

Chris looked at our financial situation and helped find, and organise for us, a mortgage with a better rate and clauses than we had found ourselves on the market. Chris helped us immensely by delivering a service outside of the standard 9-5 working day, meaning he was happy to meet us face to face (always preferable than an unknown the other end of a phone!) at times that fit with our work schedule.

Have you seen the outcome you were hoping for?

Current situation is that we are still homeowners, although with a different mortgage provider now. The outcome from Chris we hoped for was as low an interest rate mortgage as possible, over as short a time as we could healthily afford - this was met exactly as expected!.

Review from verified client

April, 2015

How has Chris Dixon helped you?

Mr Dixon understood my circumstances and my goals, and was able to direct me to the best product for my current needs, which fit comfortably within my budget. He explained everything in a way that I was able to understand, without it being overwhelming. When my circumstances changed, he reviewed my requirements and gave helpful advice. No question is ever too silly.

Review from verified client

April, 2015

How has Chris Dixon helped you?

Me and my partner were buying our first house - mortgages are hard to understand if you're new at this so we decided we needed a mortgage advisor. Chris was fantastic! He made everything easy to understand and spent time explaining exactly what all of those humongous and baffling words meant. He made getting a mortgage very hassle free and everything moved along really quickly. Chris is friendly, efficient and really cannot recommend him enough if you are looking for advice.

Review from verified client

April, 2015

How has Chris Dixon helped you?

We have had several occasion to work with Chris, he is very knowledgeable and helpful. He is quick to reply and his advice has always been reliable, I would definitely recommend him.

What could they have done better?

I can't think of any way he could improve.

Review from verified client

April, 2015

How has Chris Dixon helped you?

Chris Dixon is a pleasure to deal with, he answers E mails within minutes and has always made appointments when convenient to me. Although I consider myself quite an experienced investor, Chris was able to fix me up with investments I had never heard of, and which have performed well. He was thorough in establishing my financial goals and the level of risk I was willing to accept. Also he arranged a drawdown pension for me even though the amount in the pension pot was relatively small.

What could they have done better?

Nothing

Review from verified client

April, 2015

How has Chris Dixon helped you?

Nice guy,very helpful ( and profitable) advice, easily contactable