Testimonials

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

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

Savings and pension advice

How has Christopher Wotton helped you?

He has arranged life insurance, helped with pension advice and helped with arranging my ISA investments.

Have you seen the outcome you were hoping for?

I am very satisfied with the outcome

What could they have done better?

In my view everything has been done to my satisfaction

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

A few years before reaching pensionable age, felt the need to get professional advice on how best to use my private pension and savings.

How has Christopher Wotton helped you?

Two important ways, amongst others: a) identifying vehicle into which all my pensions/savings could be invested and b) recommending the most tax efficient ways to access my savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So, far advice received has been excellent.

Please provide a brief comment about your experience with Christopher

Chris has a very welcoming Personality with good Financial Knowledge and aptitude. Very keen to assist and never to rush which will add to make any Face to Face meeting feel at ease. Very polite and always prepared to Listen and give sound advice.

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

Whilst I had accrued a mixture of pensions during my employment I felt it was the right time to have professional advice.

How has Christopher Wotton helped you?

Having reviewed my pensions with me, Chris gave me an overview and a number of scenarios which helped me to understand my options

Have you seen the outcome you were hoping for?

I’m not looking to begin drawing down my pensions immediately but as they are now neatly combined it will definitely be easier to manage when I do.

What could they have done better?

Can’t think of anything.

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

I wanred to consolidate multiple pensions

How has Christopher Wotton helped you?

Explained what options were available. The process and costs in clear uncomplicated language.

Have you seen the outcome you were hoping for?

The outcome was Chris has now managed my pension for the last 6 years. We have an anual review and if I have any questions or concerns between reviws Chris is always available for a chat.

What could they have done better?

Nothing satisfied with service

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