After getting her AS Levels in Politics, Sociology and History, Parneet was ready for a new adventure. Parneet joined Chrysalis Wealth Management in July 2023 as a Level 3 Business Administrator Apprentice. During her time at CWML so far, Parneet is finding finance more and more interesting.
Parneet’s plan for the future is progressing her career further and becoming a Mortgage advisor at CCFPL (sister company)!
When Parneet is not working, she enjoys doing her nails, going on walks and going out with friends and family.
What were the circumstances that caused you to initially look for an adviser?
Have known John from when he worked for the Co Op, he is polite, friendly, felt comfortable with his attitude and persona, when we needed advise John was our choice.
How has John Tucker helped you?
He is always approachable, and will listen to any concerns we might have. Has taken time to talk to our family
Have you seen the outcome you were hoping for?
Yes we have and pleased with the outcome
What could they have done better?
Just keep doing what they do best.
What were the circumstances that caused you to initially look for an adviser?
We had some savings which we wanted to invest, perhaps long term.
How has John Tucker helped you?
John has had a long chat with us and given us the reassurance that the investments we have taken out are very adequate for our demands.
Have you seen the outcome you were hoping for?
Most definitely, as we were able to talk with him face to face made a great difference as that is not always the way with a lot of companies. That reassurance meant the world to us.
What could they have done better?
There was nothing that could have been better.
What were the circumstances that caused you to initially look for an adviser?
I had been initially with the co op with another colleague of Johns for many years. John has just taking over in the last year.
How has John Tucker helped you?
Yes John has helped me recently. I had a meeting with John just recently along with Darren. They are both very experienced in financial advise and were extremely helpful and knowledgeable.
Have you seen the outcome you were hoping for?
Yes definitely I am very happy with Johns advice with both my ISA and my wife’s ISA.
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for an adviser?
I was advised by John's predecessor when they worked for the Co-op bank.
How has John Tucker helped you?
He's been hugely helpful in setting up my savings & pension arrangements.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Can't really think of anything.
What were the circumstances that caused you to initially look for an adviser?
When retirement approached, I needed to make plans for my financial future.
How has John Tucker helped you?
He's always been available for advice and guidance.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Service has been first class.
