Testimonials.

What were the circumstances that caused you to initially look for an adviser?

I was retiring from my career and my company was being bought out ,

How has John Tucker helped you?

John was recommended to me as being honest & fair , found him very friendly & explained my options in terms I understood. Following that I have used him to renew my will, more financial advice , which I completely trust . Highly recommend John Tucker .

Have you seen the outcome you were hoping for?

Yes and have already recommended him to advise my friend which he has done successfully .

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Our bank transferred all its private clients on to phone only, this was not what we wanted, so met with who worked with John who set up Chrysalis and it went from there, John used to work for I think CO-OP, so we knew him from that

How has John Tucker helped you?

John has given us advise not just with financial planning but Power of Attorney,

Have you seen the outcome you were hoping for?

Yes we have seen a brilliant outcome, far better than we could have done ourselves, Johns help has been superb

What could they have done better?

Nothing, he’s a great advert for the company.

What were the circumstances that caused you to initially look for an adviser?

We were looking to make regular payments into a long term savings plan.

How has John Tucker helped you?

John has helped set us up with and manage regular payments into ISAs. John has also provided us with mortgage advice and critical illness and life over.

Have you seen the outcome you were hoping for?

Yes. Following a recent health issue, John’s advice ensured we were adequately covered.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

We retired and had a lump sum to invest

How has John Tucker helped you?

John has advised on how to securely place our savings and maintained a helpful level of advice and guidance. He has also provided summary information which has helped us to understand the progress over time

Have you seen the outcome you were hoping for?

We are very happy with the outcome

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Had money to invest and wasn’t sure how to do it. John has helped tremendously

How has John Tucker helped you?

He is always available if I need advice. Even when buying a new car

Have you seen the outcome you were hoping for?

It has improved over the last year, previous to that I wasn’t sure if I should keep going

What could they have done better?

Not sure

What were the circumstances that caused you to initially look for an adviser?

We were unsure of how to plan our retirement

How has John Tucker helped you?

By clarifying everything for us and ensuring our investments were secure and provided a return

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Absolutely nothing!

What were the circumstances that caused you to initially look for an adviser?

We had surplus funds left over from a house sale

How has John Tucker helped you?

We were looking to have a low risk ethical investment. John Tucker respected our request and, at the same time, pointed out the limitations of our idealism in terms of practical outcomes. He found a solution that was acceptable to us and realistic.

Have you seen the outcome you were hoping for?

Yes, we have - so far!

What could they have done better?

Put a stamp on a letter - but that's okay because it's all digital now!

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has John Tucker helped you?

Clear and comprehensive advice and guidance on our options, including risks and benefits associated with these.

Have you seen the outcome you were hoping for?

Yes. Our investments have steadily grown.

What could they have done better?

I’m not aware of anything that could have been done better.

What were the circumstances that caused you to initially look for an adviser?

Retirement and need to plan what to do with lump sum .

How has John Tucker helped you?

He is unfailingly clear and precise in information and will always go when step further . He’s very accessible.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything

Regarding the documentation received I feel this is very personal to me and not just a standard letter. Our ongoing service with Nicholas Chamberlain is of a very high quality/ Nicholas is very approachable and knowledgeable in all aspects of our financial affairs. He has now supported both myself, my husband, our 2 daughters and my parents and I would recommend him to family and friends without hesitation. As time has progressed my knowledge of finance has improved as Nicholas has explained everything in detail until I fully understood it. I do not feel the service we've received could be improved. Myself and my family look forward to the ongoing service from Nicholas