Find out what our customers have to say about their journeys with us.
Christine has been my financial advisor for a number of years. She is approachable and friendly. More importantly, she really knows her stuff! I feel that my financial future is in safe hands.
Christine is very thorough in her work and carries out very detailed market research, which is tailored around the individual person’s requirements. She is excellent in the advice she gives which is pragmatic and all-encompassing, and she offers a clear understanding of policies, highlighting the advantages and downsides of each, spending time on a one to one basis to provide detailed explanations.
I would unwaveringly trust Chritine’s business acumen with monitoring my investments and handling my financial dealings, and would strongly recommend her to other colleagues who might want to consider investing or who might just want a complete review of their financial set-up.
I have been with this company for a number of years during which the name has changed. Initially, about 10 years ago, I needed pension advice and was impressed with the quality and breadth of the initial report and the subsequent advice. Latterly and having retired and returned the advice which I have needed from Christine Tarran has been for more about financial planning in a different phase of my life. I have always found her to be approachable and able to explain and discuss issues in clear straight forward language. She has also assisted with my thinking around potential care costs and the future potential impact of inheritance tax. Meetings have been both virtual, especially during the pandemic or latterly face to face with time to discuss issues and decide upon the appropriate course to take. I would recommend Christine to anyone who requires medical pensions or financial planning advice.
Christine and her team have been instrumental in guiding me through my financial decisions. Despite my busy schedule, they effortlessly accommodated me. They provided clear explanations supplemented with practical examples, enabling me to feel informed and confident in my financial choices. I would highly recommend Christine for her valuable financial advice.
Christine has provided advice to my wife and I over a number of years in a highly professional and accessible manner. We have found the advice to be easy to understand, appropriate to our changing professional and personal circumstances and has enabled us to invest and spend in ways that have enhanced our life already and we are confident will continue to do so in the future. We like Christine’s honest, down to earth approach and value the service she and her company provide.
We have been working with Christine and her team for the last few months, trying to make arrangements to protect our finances for the future. Christine has been kind and helpful, considering our personal circumstances when looking at how to plan. She has a good knowledge of products available and is clear when explaining how they work. Christine and the team have always been prompt in responding to our queries (which is more than can be said of our response times!) and is continuing to support us in making arrangements.
My first financial investment experience was 8 years ago when I retired and was paid a lump sum. I had no idea where the money would be invested.
Christine had been recommended to me as providing sound financial advice and indeed that has proven to be true. She guided me through my options and established which level of risk I was happy with. She simplified the financial jargon for me and was very patient with me, making sure I was happy with every step of the procedure.
Since then I am invited to annual reviews and I know that I can contact her at any time if I am concerned about my investment. I am kept informed of any changes and feel fully supported.
My investment has far exceeded my expectations in growth and that is entirely due to Christine’s advice. I also feel much more relaxed about investing than before.
I am more than happy with the service and advice I have received from Christine and I would certainly recommend her to anyone requiring financial advice.
I have worked with Christine on a number of occasions, and I have always been impressed with her knowledge and exceptional client service. Christine is an expert in her field. She provides a first-class service and she always delivers sound, knowledgeable, and detailed advice. Christine pays attention to detail and her thoroughness is spot on. A highly skilled advisor.
Christine and her team helped me following the sudden death of my husband. She was kind and compassionate and has helped me feel more secure about my future.
Christine is outstandingly professional with an eye for detail and commitment to her work which is second to none. As a client of hers, I have always felt that my finances are in safe hands and that products recommended are thoroughly researched. She makes particular efforts to understand her clients needs from all aspects and regularly goes above and beyond the call of duty.
The service I have received from this company, specifically Christine Tarran has been professional, patient, helpful and informative. I felt I could trust Christine to provide considered and impartial advice, bespoke to my personal situation and needs. The process was thorough and I felt I was empowered to make the right financial decisions for my present and future security.