Reviewed for
Insurance and Protection ( 2 )
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 3 )
Reviewers' assets
Up to £50k ( 4 )
Client reviews
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Lancashire
How has Lisa Estill helped you?
Explains all aspects of the service provided very well and clearly. Provides good comparisons to other products on the markets to fully justify her recommendations.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Lancashire
How has Lisa Estill helped you?
Lisa is a conscientious person with vast experience in both the personal and business financial planning arena. Lisa was able to review the cover my wife and myself already had in place and then make appropriate suggestions as to how this could be improved. At no point did we feel we were being given the hard sell at that the products were to fit our needs. I would strongly recommend her to my contacts.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Lancashire
How has Lisa Estill helped you?
“I have known Lisa for many years now, more than 15 to be more accurate; initially with her former employer in the area of financial advice and more recently as an independent advisor. I have received various amounts of sales pitch from others but to date I would trust Lisa and her advice, I have learnt that she actually works for the individual and not to simply get a sale or a commission”.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Essex
How has Lisa Estill helped you?
Understands her clients' needs and priorities whilst keeping the need to be protected within budget.
What could they have done better?
Not our advisor's fault at all but the actual underwriters have increased the premiums on medical grounds which is disappointing.