WHAT OUR CLIENTS SAY
Pension planning. Offered a quality 1hr consultation and challenged my thinking to help plan for the future. Yes, very early stages but the key benefit was Lisa wasn’t greedy to pursue an investment in the short term and happy to provide good advice.
Due to a change in circumstances I needed some Protection Insurance and I wanted to be clear on what was the most appropriate cover for me. Lisa was polite, interested in me as a client and knowledgeable in the product area i was interested in. She fulfilled her promise to find me suitable products at competitive premiums and the turnaround from phone call to quoting was very good. I was very pleased with the facts and figures and doing business with Lisa looks highly likely.
We were setting up a pension for my husband who is self employed. She listened well to our needs and gave advise at a level we could understand and has now set up a pension for us. We have only just set up the pension so we can’t comment yet.
Lisa was really helpful and reassuring. She patiently looked through all my Mum’s finances and helped us to understand the savings and investments she has. She gave us very clear impartial advice with absolutely no pressure to make any changes or switch to alternative products.
She was very easy to talk to and had a lot of financial services experience. This was a free session to cover inheritance planning but she spent time going over all the points and different aspects I needed to consider to avoid paying inheritance tax. She was very knowledgeable and told me about future planned changes in the level in which inheritance tax applies.
Very helpful. Easy to talk to, explained things clearly without talking down to me.