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

Needed advice re our pensions and general financial advice for our retirement

How has Christopher Wotton helped you?

Chris consolidated our pensions and monitors them to make sure they meet our needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

I was in the process of looking for a pension advisor as I was looking into moving my company pension

How has Christopher Wotton helped you?

Chris is and continues to be a mass help to both myself and family.
He is never short on advice.
He calm in the current financial storm

Have you seen the outcome you were hoping for?

Considering the world wide crisis going on at the moment and government turmoil Chris has been brilliant.
These are of course out of his hands

What could they have done better?

There isn’t anything they could do to improve. The company is first class

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

my finances were in disarray

How has Christopher Wotton helped you?

completely organised

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

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

Advice and support from our previous advisor had ceased.

How has Christopher Wotton helped you?

Christopher transferred our mixed investments into one tax efficient, easy access package at a "Risk Level" acceptable to us. His personal, friendly and caring approach has helped to build trust in his guidance.

Have you seen the outcome you were hoping for?

Because of the general economic downturn, the outcome hasn't been quite what we hoped for. However, our investment has been protected from what could have been a far worse outcome.

What could they have done better?

Crystal ball required.

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

I was considering voluntary severance and early retirement. I wanted clarity on what my options were if I were to retire early.

How has Christopher Wotton helped you?

Christopher discussed my situation and desired outcomes and came up with a solution that was even better than I had hoped for. I liked it that Christopher let me go at my own pace as I went through the process.

Have you seen the outcome you were hoping for?

I am very happy with the option I took and the resulting outcome.

What could they have done better?

Nothing, I am very happy with the advice received