Chameleon Financial Planning Opiniões 

34
TrustScore: 4.5 em 5

4,7

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

Always a wonderful service. Your assistance and help over the years has been greatly appreciated. Looking forward to continuing the relationship. Well done Mike. Thank you Selwyn Korklin

Classificada 5 em 5 estrelas

Met with Gurdit from chameleon on Monday June 28th . Gurdit has been our financial advisor for numerous years . Always helpful , knowledgable and has helped us grow our investment to suit our nee... Ver mais

Classificada 4 em 5 estrelas

It was through word of mouth Chameleon Finance was chosen, I am really glad I did, besides being really professional, Gurdit went through every financial option, explained in layman terms so the best... Ver mais

Classificada 5 em 5 estrelas

I was nervous about approaching any financial advisors due to expecting the hard sell of certain products and services but after being referred to Michael Lovell of Chameleon I haven't looked back. In... Ver mais

Informações sobre a empresa

  1. Empresa de planeamento financeiro
  2. Serviço de empresa para empresa
  3. Consultor financeiro
  4. Serviço de investimentos
  5. Agência de seguro de vida
  6. Serviços financeiros não bancários

Escrito pela empresa

Established in 2017, Chameleon Financial Planning is a professional firm of independent financial planners, providing holistic, financial planning advice to individuals and businesses. Most people are unaware of how to make the most out of the assets and wealth they have accumulated over their lifetime. Whether you’re a business owner looking to future-proof your business, approaching retirement, or looking to pass on your assets to the next generation, navigating the world of financial planning can often be complex. However, with our tools, expertise and resources, we can create a financial plan which streamlines your aspirations alongside your assets, enabling you to fulfil your life goals.


Informações de contacto

4,7

Excelente

TrustScore: 4.5 em 5

34 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,7

Todas as opiniões

(34)

0 opiniões nos últimos 12 meses

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Classificada 5 em 5 estrelas

I would definitely recommend Chameleon…

I would definitely recommend Chameleon Financial Planning based on our experience so far. From the first conversation Mike understood our needs and has drafted a plan to suit and that will hopefully achieve the goals set. Mike always responds very quickly to any questions we have.
In short Mike has given us the advice and pokes in the right direction that we needed.

21 de setembro de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

I can highly recommend Chameleon…

I can highly recommend Chameleon Financial Planning and I've been with the company for several years. Mike is always quick to respond to calls, and discuss any concerns that I may have. I love the annual reviews that the company offers and I've always received helpful and informative guidance when I've needed it. My business has been significantly impacted by Covid and with Chameleon's advice, I have a plan in place to make sure that I come out the other side, with my finances in the best possible place.

5 de setembro de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

Trustworthy and informative.

I entrusted my lifetime pensions funds, financial matters and investments to Chameleon and more specifically with IFP Mike Lovell. All issues were dealt with in a timely and professional manner and I couldn't be happier with the results.
Communications were always open and the information received was always in my best interests. It's vitally important, when dealing with finances, that trust is the key factor and I can vouch for Chameleon and Mike's integrity and foresight on financial matters.

7 de julho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

We have been working with Chameleon…

We have been working with Chameleon Financial Planning and Mike Lovell for several years now and they have become an extremely valuable partner to our business. They have not only provided us with down to earth, sound and robust advice but also to our client base.

We implicitly trust the expertise of Mike and the firm, and have already helped saved our clients over £100k in tax through their support and advice, which speaks volumes. Their advice is always tailored to be in our best interests and that of our clients.

Mike is always happy to help and go the extra mile - extremely professional yet down to earth and approachable. We can't recommend Chameleon Financial Planning enough and look forward to continuing building on our strong foundation with them.

6 de julho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

Not really one for leaving reviews... but....

Not really one for leaving reviews, but, selecting a financial advisor is not a decision to be made lightly

It was through word of mouth Chameleon Finance was chosen, I am really glad I did, besides being really professional, Gurdit, at request, came to my home before work and went through every financial option, explained in layman terms so the best financial decision for my position could be made.

I don't like making recommendations to anyone, but I have recommended Chameleon Finance to several people

All in All - using Chameleon Finance was definitely one of my better decisions

30 de junho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

Like everything

Like everything, you get introduced to a company by an individual, I was, and that was the reason I got interested in Chameleon services.

From meeting the Chameleon people I was looked after like no other.

I always wanted a company to work with that advised, but also looked at what I could afford.

I had previously had experience of people making money, these guys are superb.

I’m 6 years in to working with them and It’s been everything and more than I thought.

Highly recommended.

Seriously happy.

29 de junho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

Gurdit/chameleon financial planning

Gurdit, spends time explaining all details and will go over them again until you understand.
Very easy to talk to and ask questions even if you think they are silly he will take time to explain.
His work colleagues are very friendly and helpful if you need to chat. Would recommend him and his services.

29 de junho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

Gurdit goes to a huge amount of time…

Gurdit goes to a huge amount of time with you to understand where you are at and where you want to get to.
He analyses and thorough explanation process allows you to be totally confident in his advice. And 5 years on, it’s all turned out to be as good as he had predicted. A 1st class service

29 de junho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

Gurdit Singh @ chameleon FP

Met with Gurdit from chameleon on Monday June 28th .
Gurdit has been our financial advisor for numerous years .
Always helpful , knowledgable and has helped us grow our investment to suit our needs .
We now class Gurdit has a family friend and we would recommend him to anyone looking for a trustworthy financial advisor .
Mr s gregson
Wigan

29 de junho de 2021
Opinião espontânea
Classificada 5 em 5 estrelas

First Class Team and Service

First class staff and first rate service and advice. The team have looked after us for a number of years and I would have no hesitation in recommending Chameleon to anyone who is looking for financial solutions

29 de junho de 2021
Opinião espontânea

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