Lynda Walkley

Review from verified client

March, 2015

How has Lynda Walkley helped you?

Contacts me appropriately by e-mail or telephone to update me about any changes to my portfolio and is on hand at all times to advise me of anything I do not understand. When I have contacted her office, I have always been able to speak to her personally. Lynda is efficient and professional in her approach and I feel confident about her role within Beaufort Planning. Lynda has challenged me about taking slightly more risk with my investments but does not pressurize me into doing so. She has made prior arrangements and visited me in my home to discuss relevant changes and transfers of monies and to obtain necessary signatures and to discuss any increase or indeed decrease in fees.

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda explained everything very thoroughly and understood the urgency of our situation, I would highly recommend Lynda.

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda is very efficient

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda kept us fully informed through out the process her advice was very clear, she spent time explaining different scenarios and the impact or benefit this would have. Lynda was always available to answer any questions

What could they have done better?

This is not a critisism of an individual but an industry gripe the jargon could be made easier to understand

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Carefull planning of future personal financial matters

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Linda contacts us regularly regarding our financial planning and she gives us advice on this matter

What could they have done better?

we are happy with her advice we have had fom her

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Is always available. Gives good advice regarding investment. Makes me feel confident in investing with her.

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda listened to my financial needs and what I was looking to achieve. We had a number of meetings at the outset and she talked me through her recommendations in a clear way with no financial jargon. She is very approachable and always does what she says. The reviews are regular and this gives me confidence that my financial plan is on track.

What could they have done better?

There is nothing I can think of, I am happy with everything and would not hesitate to recommend Lynda.

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda never fails to contact me when a review is coming up. She turns up on time and is very pleasant. She listens to what my requrements are and doesn't presume. Has a lot of information

What could they have done better?

Can't think of anything she could do better because I don't have the knowledge myself. I am happy with the way she doesn't make me feel stupid because of this lack of mine..

Review from verified client

February, 2015

How has Lynda Walkley helped you?

She understands my short and long-term needs. She is never pushy. She is extremely personable.

What could they have done better?

Nothing I can think of at the moment

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda explains everything in a very clear manner and ensures that I have a good understanding of everything. She is extremely knowledgable and I have complete trust in her. She is very approachable and would not hesitate to recommend her.

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda was very approachable and helpful and provided excellent advice in a number of areas. Helen, Solicitor, Merseyside

Review from verified client

February, 2015

How has Lynda Walkley helped you?

I found Lynda to be very helpful and she offered me the best advice by far. I was given clear and concise options and her expertise was invaluable to me. I will use Lynda again in the future.

Review from verified client

February, 2015

How has Lynda Walkley helped you?

Lynda was very approachable, very professional and made things much clearer in my mind. Her advice and help was invaluable and i would not hesitate to both recommend her and use her again.

Review from verified client

November, 2014

How has Lynda Walkley helped you?

Lynda is very approachable, explains things clearly, and the written presentation of the information is first-class. Thoroughly recommended

Review from verified client

October, 2014

How has Lynda Walkley helped you?

Lynda is very approachable. She searches for the best policies to suit our needs and explains them all in full. We have absolute trust in her recommendations. She always keeps in touch and answers any queries immediately. She even goes out of her way to come to our place of work for documents to be collected if we are struggling to get to the office.

Review from verified client

October, 2014

How has Lynda Walkley helped you?

Lynda is an excellent financial adviser with a wealth of knowledge in the financial services industry. She understood our financial position and pension requirements and worked with how much we could afford. I would recommend her services and look forward to a continued relationship for many years to come.

Review from verified client

October, 2014

How has Lynda Walkley helped you?

Lynda was recommended to us as a Financial Advisor by our accountants. During our initial meeting we were immediately impressed with Lynda's manner and professionalism and we decided that she was the right choice for our company. During the last 18 months Lynda has helped us to rearrange our Insurances and pensions etc and we couldn't be happier with her. She is extremely helpful, easy to talk to, offers advice on all different products and services and is very thorough. We would not hesitate it recommending Lynda as a Final Advisor.

What could they have done better?

From our experiences we don't not have any suggestions of what she could do better.