Chris Parker

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

Historically I’ve been passed from one advisor to another as changes in the market meant one group was taken over by another.

How has Chris Parker helped you?

He helped transferring a potential annuity pot into a more beneficial pension plan and sorted out more economical life insurance cover into my mid 70’s

Have you seen the outcome you were hoping for?

Quite definitely.

What could they have done better?

Last year I was critical of Chris in that I thought he could have been more supportive on the pension transfer that I was seeking. This year I would say that’s all water under the bridge. He responds quickly to enquiries and requests.

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

I don’t have expertise or interest in managing my savings etc. I needed advice to ensure my money was being efficiently managed to preserve and if possible grow the capital and provide income if needed,

How has Chris Parker helped you?

Chris has always been available to answer queries. We meet at least once a year when he reports on how investments etc are being handled and if necessary makes recommendations.

Have you seen the outcome you were hoping for?

Everything appears to be going as well as can be expected.

What could they have done better?

No specific issues come to mind.

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

I regard using a trusted adviser is a pre-requisite of sound investment

How has Chris Parker helped you?

Monitoring our investments and advising on current procedures and policies to aim to be one step ahead of changes

Have you seen the outcome you were hoping for?

Despite the recent fragile market conditions - yes

What could they have done better?

Not applicable

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

We are looking for financial stability. Chris has recommended moving platforms to achieve this.

How has Chris Parker helped you?

It’s early days as we have just completed the paperwork to sort the transfer. We hope to see an improvement on our next review.

Have you seen the outcome you were hoping for?

Not yet. Our funds were stuck on an outdated platform which was not being monitored and adjusted.

What could they have done better?

Informed us of the above in writing, we may have set up the transfer earlier.

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

I have used an adviser for many years to help with investments

How has Chris Parker helped you?

He gives sensible advice, checks that my investments are on track and gives me reassurances

Have you seen the outcome you were hoping for?

Yes although shares go up and down but I have confidence in Chris

What could they have done better?

Nothing I can think of