CONTENT HUB

YOUR SAY REVIEWS

“Excellent and supportive relationship with Marie; we feel that we are being looked after well and are receiving good advice. Reducing overall charges and costs would always be welcome.”

“Pete and the team are simple fantastic. The quality of service and information is outstanding not to mention the performance of the funds….if this where in my field of automotive engineering it would be referred to as world Class!”

“Dealing with Marie and team on the wealth side is just great and very happy indeed and my wife and feel that we’re getting the best advice and looked after. Also great feedback and service for corporate and personal tax but worth mentioning that the time to reply is most often several days to a week later from all involved on these two service offerings. This isn’t how I’ve run my business in the past and customer facing staff would always reply within 24 to 48h to clients. I think this is important for true customer trust and the feeling that one is cared for. Maybe just a personal opinion but the slow response time is noticed. I imagine this is either due to the staff being too stretched and/or the unlimited holiday offered is having the effect.”

“From the very beginning we’ve found the whole process professional, informative and customer centric. Any questions we have are fully answered and we’re feel secure in CP’s hands.”

“Overall very good. But the connect portal, whilst better than its predecessor is still very clunky and not very convenient to use.”

“I cannot think of any areas for improvement. Client service covers all the key areas, and if something important is not on my mind, you alert me in a timely and helpful manner. Service is particularly good as and when there is face to face engagement.”

“Understood our requirements and provided support when needed.”

“Continued excellent service since Chamberlyns was bought.”

“Always efficient, quick to respond, knowledgeable and friendly. No notes!”

“Good feedback after meeting patience when we don’t always follow advice.”

“I trust your advice, but as you know I’m cautious with my 60/40 split!”

“Always so professional, and knowledgeable, and trustworthy.”

“Tom is always fully on it and is great! We’ve been clients for a couple of years now, and only in the early stages of our wealth building journey, so very excited to see what the future holds!”

“Approachable, efficient effective.”

“Simon has been attentive, helpful and reassuring. Look forward to building an even better relationship as we move forward.”

“You seem to have taken the time to understand our personalities and what might suit our situation financially. Then spent sufficient time, with well planned presentations of what our options could be.”