Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 11 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 2 )

Auto Enrolment ( 1 )

Investments and Savings ( 11 )

Pension Transfers - Non Specialist ( 1 )

Pension Transfers - Specialist ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 5 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Client reviews

Review from verified client

November, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Nearing retirement and needed to sort my wifes and my various pension pots out.

How has Eugene Lawlor helped you?

Listened, understood our requirements, consolidated all our pensions and set up our SIPP's

Have you seen the outcome you were hoping for?

Both my wife and myself are very happy with the way our money is being invested.

What could they have done better?

Nothing we can think of.

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in London

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

My husband and I contacted Eugene when we turned 50, to help us to plan for our retirement.

How has Eugene Lawlor helped you?

From the initial meeting we were impressed, he was professional, friendly, honest and patient in his approach. He took time to listen to and understand our needs and was extremely thorough in his analysis and assessment of our current position. His knowledgeable explanations were clear and accessible, which increased our understanding and as a result given us great confidence that we are in safe hands. We are delighted with the personal service he provides; therefore, we have recommended him to our friends who require financial advice.

Have you seen the outcome you were hoping for?

Yes we are very happy with the outcome

What could they have done better?

No very happy with the service Eugene provided.

Eugene's reply

Thank you Siobhan I am glad I was able to help you and Brian and look forward to working with you in the years ahead. Regards Eugene

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Wiltshire

How has Eugene Lawlor helped you?

Eugene studies a huge range of financial parameters before deciding which investments to advise. These parameters are explained fully to clients in non baffling language and reviewed on a weekly basis to ensure your money/pensions are invested in line with the risks you are comfortable with. When these parameters change or when aspects of your portfolio need to change you are contacted by email ( usually with an explanatory video) or by phone in order to obtain your views and alter your portfolio accordingly. His advise is proactive, not reactive, and therefore changes are normally made to your investments to protect your capital when markets turn negative.

What could they have done better?

The financial themes website covers all aspects of your investments, but it would be nice to receive a personal written summary annually showing your own annual investment performance against other parameters such as the stock market, inflation, or cost of living index.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Eugene Lawlor helped you?

Communications are excellent with regular updates on line plus face to face meetings with detailed updates on markets and how they affect my portfolio. Generates complete trust in his advice and integrity from both myself and my wife.

What could they have done better?

Frankly, nothing I could think of.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Somerset

How has Eugene Lawlor helped you?

I have benefitted from Eugene's advice and guidance over the last 15 years from a working environment into retirement. Always mindful of the client's preferences and concerns Communicates clearly about recommended changes and explains when necessary. Always very approachable and understanding.

What could they have done better?

As means of communication have become more electronic over recent years it is to Eugene's credit that he has taken a technophobe like me along with him. So though I miss the personal touch the information available now is greater and Eugene does sterling work in educating me. So not an area that he could do better but one in which he has excelled amd others might like to know that.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Kent

How has Eugene Lawlor helped you?

Eugene Lawlor has been my financial adviser for over 20 years. He takes a personal interest in me and my family and this enhances the advice he gives. Eugene produces regular updates on my portfolio and is meticulous in his explanations of the status of the investments. Together with Bob Dibner, his partner, he has produced user-friendly statistical surveys which illustrate movements in the markets and support his investment recommendations. I feel very confident with Eugene's advice and am comfortable trusting the management of my pension pot to him.

What could they have done better?

Eugene has evolved his practice and advice over the years to a very efficient, relationship-based, user friendly service. He has always heeded my suggestions over the years and developed his product accordingly. At present I am happy with the service and have no further suggestions for improvement.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Avon

How has Eugene Lawlor helped you?

Eugene has been our financial consultant for over 10 years. He is incredibly knowledgeable and he is good at explaining things in a clear a concise manner because the financial world can seem very complex. He is a very honest and personable. I trust Eugene 100%.

What could they have done better?

Nothing

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Avon

How has Eugene Lawlor helped you?

I have known Eugene for almost 40 years, and he has been my financial advisors for more than half of those As far as I am concerned I can't fault the advise we have had from Eugene and would not dream of using anyone else, he is simply the best!! He is literally the most conscientious person I know, and more importantly he cares.

What could they have done better?

His golf could improve if he didn't take it so seriously!!!

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Avon

How has Eugene Lawlor helped you?

The Financial strategy needed for my investments was determined with Eugene easily together with the risks involved. Whilst my portfolio is not large we have had regular discussions (both effective and enjoyable) to confirm the strategy and the risks involved. In between these the online access he has made available for me to both the portfolio and to the market forecasts and reviews is excellent. Where decisions are to be made these are always well explained in advance and action taken promptly as appropriate. I have been well pleased with the results.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Somerset

How has Eugene Lawlor helped you?

He listens, takes an enormouse amount of care and thought prior to reccomending the next steps and always communicates promptly with options before its to late to take action! The mopst important part of our relationship is the level of trust developed and earned over the years Eugene has been handling my investments, i would have no hesitation in reccomending him to any new potential client.

What could they have done better?

not much, we are always hoping to secure a great unique new channel to make a great return, however because they offer a range of risk based investment oppertunities we really do get a broad choice.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Middlesex

How has Eugene Lawlor helped you?

Eugene is without doubt the best financial advisor I have ever had. In all key areas for me he has excelled. He has in my view mastered the markets in which he operates, is very "hands-on", regularly communicates and makes recommendations in clear and precise language whether by phone, email or video presentations accessible on his web site, reacts extremely quickly to changes in the market, provides accurate forecasts and guidance to assist in future planning, has an excellent IT platform which is easily accessible, makes it his business to know and understand my financial status and requirements, insists on suitably regular face to face meetings which enhances ongoing communication ensuring that the advice he gives reflects my needs and, above all, is always easily contactable, efficient, approachable and helpful. To have achieved the growth in my pension portfolio which he has through the most challenging of financial times is a testimony to his skill and ability to react quickly. In summary, an absolute professional with the utmost integrity and a delight to work with.

What could they have done better?

In light of the above comments, there is nothing I could identify that Eugene could do any better.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in East Sussex

How has Eugene Lawlor helped you?

Manages my investments extremely well. Meets growth and income targets we agree. Keeps me well informed of any portfolio changes with good back up on all investments. Provides web access to all my investments so I can monitor them on s daily basis - I usually choose bottom line only. Keeps in regular contact by phone and email and arranges meetings when required. Charges very reasonable

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Avon

How has Eugene Lawlor helped you?

Eugene Lawlor has been very kind, patient and efficient with looking after me and my husband. He keeps us posted about the current markets and issues videos explaining everything clearly. One can always contact him for advice. He tries to make sure that we do not lose money even in downturns.

What could they have done better?

He is very good and pleasant, but I was not sure how much I paid him.