Testimonials & Reviews

WHAT OUR CLIENTS SAY

We asked a few of our clients to let us know what they think of our service. Watch the videos to find out what they said:

ABOVE: A COMPILATION OF WEALTH OF ADVICE CLIENT TESTIMONIALS (SEE BELOW FOR INDIVIDUAL VIDEOS)

DAVE BIOTT

MICHAEL THORNLEY

CHARLES & MARY WHITELEY

CLIVE KNAPPER

JOHN CHAPMAN

PAUL HART

We receive so many messages of thanks and recommendations from our clients. Here are just a few of them:

“I would like to take this opportunity to thank Chris and his team for all the good work they have done for us, since we started using their services . We have been with Wealth of Advice for around 18 month and have found them to be an excellent and professional company to work with. They are always willing to listen to you when needed. The new secured portal they have setup over the last 6 months or so , makes it easy to check on how you are doing . As well as making it easy for them to contact you and you to contact them.” – Derek

 

“Very professional and personal advice , backed up by an excellent online portal. Chris and his staff are very courteous and communicate complex financial issues with clarity.” – Clive

 

“I went to see Chris regarding taking my money out of my company pension early so I could pay mortgage off early, and he gave me excellent advice etc. He gave me honest advice, ie to stay in company pension for a few years as it is a really good scheme, but he did understand why I wanted to draw my funds out and look after them myself. I have been very pleased with the outcome, I would highly recommend Chris who gives you his honest opinion, along with the possible pitfalls.” – Peter

 

“I had taken early retirement and was ready to start combining all my pensions and drawing down a regular amount. As one of my pensions was a final salary pension, I chose Chris to manage this process. Chris was really helpful, and explained things clearly and made sure we were comfortable with all aspects of the transfers and investments.” – Garry

 

“I was looking to take my works pensions early to allow early retirement. I was also looking for security for my family if anything was to happen to me. I’m now looking forward to my retirement in the very near future. Chris looked at my pension values, identified products available to me and risks associated. The staff were all very professional, helpful and approachable in making the process work for me. Felt very comfortable throughout the process and had any questions answered in a method I could understand. All my concerns were addressed.” – Peter

 

“I retired 5 months ago and I was told of Chris a few months previous to that, I needed to know that my wife and I were going to be financially comfortable for the rest of our retirement especially with the current financial climate. Chris was really helpful and extremely knowledgeable concerning my finances , there is also the personal touch which I expect you don’t come across often. I have only been with Chris for a matter of months but we are contacted regularly if there are anything’s that may concern us, with Brexit and other outside influences that may affect my finances. I am more than happy with Chris and the team, I know that I don’t need to worry about finances as they monitor market fluctuations constantly and I am confident that they will always do their utmost to look after us.” – Keith

 

“I spoke to a number of advisors and found Chris to be approachable. He talked me through things in a way I would understand and was happy to expand on the detail when questioned. He doesn’t use gimmicks or trendy surroundings he tells it as it is. It has all been managed professionally and in a timely manner. He has delivered exactly what he said he would.” – Julian

VOUCHEDFOR

Our consistently high levels of positive reviews ultimately led to  Wealth of Advice being named as one of VouchedFor’s Top Rated Advisers in 2015, 2016, 2017 and 2018.

We have over 150 reviews on VouchedFor. See below to read just some of them.

Reviews and Ratings for Financial adviser Chris Breward, Exeter

WE ARE ‘TOP RATED’

We have once again featured in VouchedFor’s Top Rated Financial Advisers List 2019.

The guide appears in The Times, Evening Standard and Telegraph newspapers.

The aim of this is to identify advisers that are consistently doing an excellent job for their clients.

The financial and mortgage advisers in the guide received the highest volume of positive client reviews on VouchedFor.co.uk, the ratings site for financial and legal professionals. As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing several other checks and ongoing monitoring.

You can read a digital edition of the 2019 guide here.

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