What our clients say
For many its unchartered territory when we first make the important leap to use an IFA . I feel Carl does very well explaining the world of pensions and investments in a way that I could grasp. I found Carls style very friendly & personable .Very good fitting appointments around our often busy worlds, so good flexibility here. Very responsive and communicative .I have and will continue to recommend Carl to both friends & Colleagues
Carl has been a great help in advising me and planning investments to bring in maximum income over several years. He always explains things clearly and is happy to go over any queries with me. He is always polite and punctual. It's good to have an adviser that I can rely on
Carl advises in a very clear and understandable manner which in turn increases ones confidence in him. It is very important to have confidence in the person who advises on Investments. He is very approachable and is at pains to ensure that his clients fully understand the full extent of their actions. Carl makes suggestions on certain investments based on his knowledge and expertise but is also very aware of the clients need to be happy with his suggestions. I have never used the services of an IFA before, but I would recommend the services of Chord to anyone who asked. His paper-work is presented in a coherent and understandable fashion - again increasing ones confidence.
My wife and I have relied on Carl for sound and robust financial advice for over 10 years. Carl is able to deliver on our needs throughout the year and assist us in a professional manner with sometimes very difficult decisions. Having started a new business three years ago we have also been able to rely on Carl to assist us in areas such as health care and pensions
Carl listens carefully to my needs and concerns, consequently relates to my investment concerns and offers advice accordingly which to date has been very satisfactory
We are a firm of Chartered, Independent, financial advisers, working with clients in Peterborough, Huntingdon, St Ives, St Neots, & Cambridge, as well as the surrounding villages and towns.
We typically work with people age 40 and over, who are:
1. Saving for retirement and have multiple pension pots (including final salary pensions)
2. Close to retirement and want to know if they can afford to finish working
3. People who are worried about their investments
Both Carl and Christian are Chartered Financial Planners, setting them apart from other, less qualified, advisers. Attaining Chartered status demonstrates a commitment to professionalism and a desire to constantly improve our standards. This helps us better advise our clients.
We form long-term relationships with our clients. Helping people with multiple pension pots simplify their affairs, others closer to retirement understand their options, whilst advising members of Final Salary pensions on the benefits and drawbacks of transferring out.
We also work with investors, to help them understand whether their capital is invested in the right way.
Unlike most financial advisers, who charge a percentage of the money you invest, we work on a flat-fee basis, which is cheaper for the average investor, and therefore fairer.
Very simply, we solve your financial problems and challenges; that’s what our clients want us to do and what we focus on delivering.
Our Chartered and Independent status helps us to do that, as does our years of experience.
We also go to great lengths to make the complex world of personal finance as simple as possible and charge fairly for our services.
Our clients tell us that we make it easy to build a long-term relationship with us. That starts right from our first meeting, which will take place in your home, where you will feel more comfortable.