Chris has known us for a long time but has been particularly helpful since I retired. He took time to collate data from us to fully understand our changed situation, assess our risk profiles and make recommendations. I didn't always follow his recommendations in detail but he was happy to go along with my instructions. He set out his charges clearly and we feel that the service he provides is good value and professional.
Chris is very knowledgeable and always helps you to think things through without in any way pressuring you, or making judgements about you. I have always found him to be kind, likeable and funny but at the same time professional and he has helped me with sound financial advice for many years. A good guy to have around.
Understands the issues and gives excellent relevant advise.
Chris is a good listener and gives sound advice regarding investment. He is very enthusiastic about his work and takes great pride in helping his customers with their investments, no matter what the size of that investment might be.
Without exception, all the investments we took out with Chris over the years have performed very well over the timeframes allocated.
Very accommodating, easy to deal with, generally helpful, and his advice has proved very sound in the 20+ years I have been dealing with him.
We have been advised by Chris for about 4 years. He has always been friendly and professional, and the investments we have made under his guidence have been profitable. He explains things clearly and responds to emails promptly.
Efficient & knowledgable Prompt at returning calls Is able to explain things well
Regular reviews and always explains the reasons for change or implementation clearly. Rapid response to enquiries.
Good at explaining financial planning and investments at my level of understanding. Always contactable.
Chris does all the things suggested in the "balloon" shown. He has also become a friend. He could not do anything better.
Explains in great detail all the options available and goes the extra mile in researching all possibilities. Has endless patience in helping a risk averse person put the best possible financial plan in place. Does all of this without being patronising and with a strong sense of commitment. Has made me feel that I am special to his business when in reality I am a very small pebble in his pond.
I have known Chris for 30 years and have always relied on his impartial and individually tailored financial advice. Chris manages investments for both my wife and I. The reason for this high recommendation is the time, care and attention that Chris spends to establish what our financial goals are. Chris is interested in the long term success of the investment strategy, while at the same time remaining aware of changing personal and economic circumstances. Risk profiles are soundly established and then regularly visited to assess if change in investment strategy is needed. Chris has advised and continues to advise on pension, investment strategies and current and future education costs. I am reasonably financially aware but rely on Chris for detailed explanations and for recommendations on options we had not considered. Correspondence and post meeting reports are clearly laid out, and replies to queries are always prompt and helpful, email or phone. Chris goes the extra mile and we cannot recommend him highly enough.
What could they have done better?Honestly, we cant think of anything! We have been delighted with the service we have received.
Mr Wicks has been my financial adviser for many years. He always gives unbiased advice with the client as an individual at the centre of his practice. I like the way he first assesses what level of risk each client is happy to take and then chooses investments that are appropriate for that risk profile. Over the years, due to issues such as having children, my risk profile has changed and that has been reflected in my investments. I like the graphs he produces which show graphically what your financial situation will be as the years pass. It has made me feel much more secure that I will have a comfortable retirement. I would recommend Mr Wicks to anyone.
What could they have done better?When things such as the Post Office flotation happens, perhaps he could flag it up to his clients so they are prompted to invest if they think it is appropriate