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.