Frederick Charles Wealth Management Reviews 20

Clear and concise advice provided by your Consultant, Lucy Goodwyn

Fantastic service from Lucy ,very accommodating and helpful to suit my needs. HIGHLY RECCOMENDED

I had an amazing experience with
Lucy Goodwyn. I felt quite anxious about the process but Lucy held my hand and was incredibly supportive. I have been able to transition into retirement in the positive way I had hoped for and am really grateful to her. Would recommend her to anyone - in fact I have!

Brilliant service, friendly, clear and easy-to-understand. Made the whole process (for someone who isn't amazingly financially-savvy!) hassle-free. Would fully recommend.

Lucy Goodwin came to my home when it was convenient for me as I have a small child. Lucy was very friendly and I felt extremely comfortable and excited to hear what the company had to offer myself and my son for both our futures.
Lucy explained everything in layman's terms as obviously there is a lot of financial jargon and I felt fully informed of the element of risk and any fees I would encounter.
I would happily recommend Frederick Charles and Lucy Goodwin for any financial advice and investments.

My experience with Frederick Charles management was very positive. Lucy was patient, honest and very informed I would recommend her to anyone especially people like me who don’t have a clue about finance

My financial adviser, Doug, has been an amazing support following the death of my husband and the subsequent advice I needed to help put his financial affairs in order effectively. He has also helped me with my own finances, given me on-going support and advice and generally been fantastic throughout this whole process. I have total confidence in him and SJP in general.

Professional, friendly and so very helpful in helping us sort pension and lifestyle changes. Really appreciated Rouan’s ability to make sure we understood whole pension transfer. Can’t fault company in any way, our grateful thanks for all your help,

FCWM developed a package tailored to my requirements and made the process as simple as possible.

Great doing business with them.

Doug Richardson at the Maldon Office was at pains to explain everything most carefully, and to answer all questions from a financial layman. He speaks sound common sense based on long experience.

I am at an age now where I felt I needed to visit my many pension schemes having worked at various companies over the years. I approached SJP following a recommendation and I could not be happier with the service I recieved from Rouan. A great communicator. If you need financial advice (not just for retirement) SJP come highly recommended

Very good service from Rouan
Thankyou

The level of personal one to one interaction with the Frederick Charles team is second to none. Constant updates, regular advice and a personal touch that make me feel confident about my future retirement plans. Can not recommend this company highly enough.

There are not enough words that I could use to describe how fantastic Spencer has been through the whole process of planning my finances. He was very professional, punctual, knowledgeable and helpful. I would not hesitate to recommend Spencer to friends or family as i believe he has added real value to my financial future.

Rouan looks after my money for me.
I have 100% trust in him and know if I need any financial advice he is always there on the end of the phone to help and advise me.

I highly recommend Douglas Richardson for his expertise in the Financial field.
He is very polite & Professional, he explained everything in great detail so that I fully understood everything I needed to know regarding my Investment.
He's sole focus was to make sure I was happy with my decision and assured me that if I have any questions I could call him at any time.

Rouan was very knowledgeable and helpful at explaining everything

I can only praise FCWM and Roaun Wevers who was so helpful and knowledgeable with all is advice regarding our pension plans and investment ISA

Great service, trust worthy and always available to answer any questions.