Reviewed for
Insurance and Protection ( 42 )
Mortgages ( 21 )
Pensions ( 113 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 43 )
Auto Enrolment ( 2 )
Investments and Savings ( 103 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 30 )
Long Term Care ( 17 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 59 )
Financial Mentoring ( 5 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 28 )
£200k - £500k ( 11 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Middlesex
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As Directors of a family run business my husband and I wanted to make the most of the money that we had available to us to save for retirement
How has Lisa Conway-Hughes helped you?
Lisa has advised us on our investments and pensions for several years now
Have you seen the outcome you were hoping for?
I am extremely happy with the results I have received
What could they have done better?
Nothing, as far as I can see. Lisa and her team keep me informed and are always very helpful. I can call anytime for advice.
Review
by a verified client in Lancashire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'd seen Lisa on a few podcasts and wanted to look at my financial future and projections. I also felt my pension wasn't performing in line with the risk level I wanted.
How has Lisa Conway-Hughes helped you?
The forecasting with Lisa was fantastic to see where I am and what I need to do to achieve my future financial goals. I can now do a better plan so I can hit my goals. She also got more information on my pension so I could see how the funds were performing compared to the risk. This mean I will make changes to my pension funds.
Have you seen the outcome you were hoping for?
Yes, I've got lots of great detail and I'm reading through the reports to make sure I understand them and Lisa and her team are giving great continued support.
Review
by a verified client in West Midlands
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been thinking about seeking an IFA for a while to review my finances and plan long term for me and my family. I came across Lisa in a podcast and she was refreshingly honest, practical and explained things without jargon.
How has Lisa Conway-Hughes helped you?
I opted for a financial diagnosis session which gave me a sound overview of what I want to achieve, the gap and a plan to close this. It was personalised and easy to follow.
Have you seen the outcome you were hoping for?
Yes. I did not feel at any point that I was being sold any products. The service was great and the cost were transparent. Lisa has a great admin team around her who are also very friendly and efficient.
What could they have done better?
Nothing. Thank you.
Review
by a verified client in Surrey
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to consolidate my finances with my wife, to make more plans for the future and to take greater advantage of my status as the owner of a successful independent business
How has Lisa Conway-Hughes helped you?
She has advised me on my pensions, and helped me consolidate them to drive greater advantages. She has put a new long term financial plan for me.
Have you seen the outcome you were hoping for?
I am prepared to play the long game, and firmly believe the advice she has presented me with will lead to increasingly strong results in the long term
Review
by a verified client in Middlesex
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to plan for an early retirement.
How has Lisa Conway-Hughes helped you?
Lisa has set up clear targets and given clear guidance to help us achieve our goals.
Have you seen the outcome you were hoping for?
Yes we have.
Review
by a verified client in London
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To maximise my personal savings
How has Lisa Conway-Hughes helped you?
She’s been so helpful in planning my whole life financial plans and in a way I can understand
Have you seen the outcome you were hoping for?
Yes above predicted returns!
What could they have done better?
No complaints!
Review
by a verified client in London
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I run my own company and needed to plan for the future in terms of financial planning
How has Lisa Conway-Hughes helped you?
Lisa has been such a fantastic help in trying to work out the minefield that is financial planning. She is extremely knowledgeable and informative and has helped me and my family work out the best plan for our money to ensure the retirement we want to have.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am not a financial expert and while I felt that I was making reasonable financial decisions I decided it would be best to validate my assumptions, wants, and needs with a subject matter expert.
How has Lisa Conway-Hughes helped you?
Lisa has been instrumental in guiding me towards a clear financial roadmap. She helped me define my financial objectives, aligning them with my long-term life goals and the needs of my family. This includes crucial areas such as: Insurance and Protection Retirement Planning Investments and Savings For aspects outside her direct service area, Lisa has consistently provided valuable options and connected us with the right professionals, significantly reducing our workload. For example, she facilitated introductions for Wills and Mortgage Broker services.
Have you seen the outcome you were hoping for?
Absolutely, and beyond. I rely on a network of professionals to ensure my family's well-being and adapt to changing circumstances. Lisa is an invaluable member of this team. Her expertise allows me to feel confident and secure in my financial affairs.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to get more out of my savings.
How has Lisa Conway-Hughes helped you?
She has worked out a plan that suits my needs and means and has helped me understand new ways of managing my finances and planning for my future.
Have you seen the outcome you were hoping for?
I have only just started working with her but I am optimistic.
Review
by a verified client in London
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted a clear snapshot of our current and projected finances so we could better visualise our future plans.
How has Lisa Conway-Hughes helped you?
Lisa provided a model of our future finances with various variables out through it. Within the one hour session we were able to understand our current situation and think far more clearly about our next steps.
Have you seen the outcome you were hoping for?
Yes very much so. We have made some immediate financial decisions which we had been prevaricating over for months. For the release of the decision fatigue alone the session was worth it!
What could they have done better?
Honestly nothing, we were very happy.
Review
by a verified client in Berkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparation and planning for retirement.
How has Lisa Conway-Hughes helped you?
Thoughtful, warm and expert advice using her skills and experience she has given me reassurance, options and steps to take to ensure myself and my family are taken care of.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, so so helpful and really understanding of people!
Review
by a verified client in Middlesex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to find out if I could retire early and I needed confidence in the numbers that would confirm the lifestyle I could expect given my financial situation.
How has Lisa Conway-Hughes helped you?
She made me think! I filled in questionnaires on my current circumstances, what I needed in my retirement, my attitude to risk and reward, as well as ethical investments. What came back was a huge amount of information! Each bar chart - and there were a lot - was talked through and the details explained. I know when I could run out of money given different scenarios, and how much income I could expect given ‘reasonable’ growth. She was confident with the numbers and alternative scenarios that could happen.
Have you seen the outcome you were hoping for?
In triplicate! A lot of information was supplied.
What could they have done better?
It was a lot of information to take in. Ideally I would have liked it split into 2 sessions so that I could have had time to process the information. I will have to book another session to treble check understanding.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted the opportunity to review my plans with a knowledgeable person, and was attracted by Lisa's knowledge and the option to pay a one off fee for this. I didn't want to pay an ongoing fee, and didn't need any products and it was helpful to have that option with an experienced advisor.
How has Lisa Conway-Hughes helped you?
Reviewing my current financial plan, having someone to talk to confidentially about it and getting guidance about what more I could do.
Have you seen the outcome you were hoping for?
I enjoyed the session, and it highlighted that I could push myself to invest a bit more for retirement which I have done. It also highlighted issues of long term care and how I will pay off my mortgage and given a different perspective.
What could they have done better?
The only thing I didn't like was that Lisa had to enter my figures manually into her software during the call - I felt as if I could have done that beforehand or she could have asked one of her team to do that prior to our talk. Nevertheless I was still able to cover most of the points I wanted to ask about, and she listened well to my specifics.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've built up a lot of wealth a lot quicker than I expected for my age and came from a poor background so I came to the point where I needed advice
How has Lisa Conway-Hughes helped you?
She made me understand I was on the right path and was doing everything right - I could get any device from a friend and family I needed an expert
Have you seen the outcome you were hoping for?
It was a better outcome than I ever dreamed off
What could they have done better?
in my opinion, I got everything I want I will use her again for all my advice in retirement
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to build a retirement plan.
How has Lisa Conway-Hughes helped you?
Helped us to understand what we wanted longer term, provided clear and concise options as to how we could achieve our goals.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Lisa is very helpful and understanding and easy to engage with.
Review
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were looking for mid life financial direction from someone we (I) trusted.
How has Lisa Conway-Hughes helped you?
Firstly and most importantly for me Lisa instilled a sense of trust, excellence and integrity. She helped to de jargon and demystify the world of investment and present in detail how our financial future will / can look. Projecting out over our lifetime. She’s helped me to have more regard for how I’m managing my money (for personal and business) and how we as a couple are approaching investment for our future.
Have you seen the outcome you were hoping for?
Not yet in terms of investment as we’re at the very early stages but my overall understanding and approach to money has already changed.
What could they have done better?
I’m not sure this is the remit of LCH or financial advisors in general but I’m very new and naive to money management and investment and maybe some more coaching before going into ‘investment mode’ could have helped ease my deeply embedded money fears.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I found myself facing divorce and the separation of assets at age 60 after 36 years of marriage and so had to completely rethink my finance
How has Lisa Conway-Hughes helped you?
She helped me to decide how to plan for the future and how to get the best from my money
Have you seen the outcome you were hoping for?
Yes - this is still in progress but have been very happy with the advice given
What could they have done better?
Cannot think of anything
Review
by a verified client in Kent
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was faced with having to look at retiring earlier than planned and needed help to understand options available to me.
How has Lisa Conway-Hughes helped you?
Lisa listened to all my concerns in a very sympathetic and constructive way. She then came up with a plan to suit my specific needs and took the time to talk me through it and make adjustments as needed. She was a voice of calm reassurance at a time when I needed that and I am very grateful to her for her advice and professionalism.
Have you seen the outcome you were hoping for?
Yes but still some ongoing work to be completed
What could they have done better?
Possibly slightly better on admin matters
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to understand what money I needed to put into pensions/savings etc to live the desired life I wanted both before and after retirement.
How has Lisa Conway-Hughes helped you?
Lisa and I had a financial diagnosis session. Lisa gave me a clear view of my financial outlook and what money I needed to be saving to achieve my goals.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Considering my future at a reasonable distance from retirement to ensure I had planned.
How has Lisa Conway-Hughes helped you?
Getting a good view of how my finances are working, and what I can do to ensure I have a reasonable future income.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
It was done well.
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
New family member and general financial health check/planning.
How has Lisa Conway-Hughes helped you?
She produced a plan and helped me understand what I could do better and how to protect my loved ones.
Have you seen the outcome you were hoping for?
Yes, I received even more information than I was hoping for.
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help to invest my Pension Lump Sum and to plan for the future after retirement.
How has Lisa Conway-Hughes helped you?
She has invested on my behalf , to my benefit and in keeping with my preferred level of risk. She keeps my appraised of the state of my investments, and advises me of any developments about which I should know.
Have you seen the outcome you were hoping for?
So far, yes.
What could they have done better?
I cannot think of anything.
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was taking a voluntary redundancy and wanted advice on how best to invest my money.
How has Lisa Conway-Hughes helped you?
Great advice. Understanding and compassionate, and organised.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Somerset
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions and begin proper financial planning for retirement.
How has Lisa Conway-Hughes helped you?
Lisa has been excellent in her advise around saving, investment and pensions in order to achieve my goals.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Dorset
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband and I were downsizing and wanted to be sure that we could use our capital in the best way possible to secure our financial future into retirement.
How has Lisa Conway-Hughes helped you?
Lisa has been fundamental in our decision making, helping guide us on what are our options and how to be sure that our needs now and in the future are in our best interests.
Have you seen the outcome you were hoping for?
Yes, we have annual updates when we review our situation and things are on track to provide us with financial security into the future.
What could they have done better?
I can't see anything that could have been done better. Lisa is an absolute professional - and talks in everyday language so we are able to understand all that is to be considered.
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor relationship with a previous advisor. This was a recommendation from a friend.
How has Lisa Conway-Hughes helped you?
Lisa has helped us visualise our short term requirements, preparation for when we might consider retirement.
Have you seen the outcome you were hoping for?
Yes and no: but the "no" is entirely outside of the control of any financial advisor and is more to do with my spending patterns and the state of the economy for the last 10 years.
What could they have done better?
No comment at the moment.
Review
by a verified client in Cheshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a number of pension pots a high disposable income and wanted to make sure we had good advice on how to optimise what we had so we could achieve our retirement goals.
How has Lisa Conway-Hughes helped you?
She has taken control of the investment strategies of our main pension and she has also encouraged us to diversify our investments to ensure we can cope with changing economic climates.
Have you seen the outcome you were hoping for?
We are more than pleased with the outcomes so far. We feel confident that we are on a good trajectory to be able to retire without changing are lifestyle.
What could they have done better?
I honestly don't think anything could have been done better.
Review
by a verified client in Dorset
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed financial advice to secure my future.
How has Lisa Conway-Hughes helped you?
Her advice has been invaluable. She has not oversold or over promised. Very realistic about changeable markets.
Have you seen the outcome you were hoping for?
On the whole yes.
What could they have done better?
That’s an unknown.
Review
by a verified client in Kent
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension and savings planning
How has Lisa Conway-Hughes helped you?
Clear, personal, friendly, well -informed advice.
Have you seen the outcome you were hoping for?
Not yet, but that's a reflection on world markets, not Lisa's advice
Review
by a verified client in Northamptonshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
unhappy with previous advisor
How has Lisa Conway-Hughes helped you?
In keeping us updated of our finances, regular reviews and on hand if needed
Have you seen the outcome you were hoping for?
over the last few difficult years financially we have been encouraged by the way the money is handled
What could they have done better?
crystal ball
Review
by a verified client in Northamptonshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our past advisor was of a senior age & we thought it prudent to move to a resource that ensured we had a long term relationship for both my wife & myself.
How has Lisa Conway-Hughes helped you?
Guidance &instruction to invest with caution but realizes the need for us to have an investment that does show an increase in monetary value.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing at this moment in time
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to plan for retirement
How has Lisa Conway-Hughes helped you?
Lisa is a very empathetic, thoughtful and diligent advisor. She understands what we need as a family and helps us plan to get there. She finds a way to badger my wife and I to do what we need to in a lovely way !
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
The more Lisa explains the different options the better. Sometimes she assumes too much knowledge on my behalf when giving advice.
Review
by a verified client in Gloucestershire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Lisa Conway-Hughes helped you?
She has given me impartial advice and consistently provided me with a reliable and efficient service
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Kent
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received an inheritance
How has Lisa Conway-Hughes helped you?
She listened to my concerns and suggested some options that suited my needs
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
max pension
How has Lisa Conway-Hughes helped you?
advised and supported
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Wiltshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Maximising my pension income and paying off my mortgage.
How has Lisa Conway-Hughes helped you?
Helped me look at my current position, understand clearly where I wanted to be and put a plan in place to help me get there.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
WAnted help planning for the future
How has Lisa Conway-Hughes helped you?
in all aspects of financial planning
Have you seen the outcome you were hoping for?
so far so good
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'm a business owner with very little personal time, i needed someone i could trust to help manage my financial affairs and provide guidance based on their knowledge of the markets, what opportunities were out there and to help me plan and deliver on a balanced financial portfolio
How has Lisa Conway-Hughes helped you?
Lisa is knowledgable, smart and versatile, she immediately instills confidence in all areas of finance and wealth management. She's helping me organise and create a platform for the future without me having to do much reading, research or heavy lifting - she has been great throughout
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Literally nothing - the touch in points are regular and timely and well spaced apart and there is always something new to talk about and value being brought with every meeting - very happy!
Review
by a verified client in Surrey
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for sound advice
How has Lisa Conway-Hughes helped you?
Lisa has always fully explained the pros and cons of investments
Have you seen the outcome you were hoping for?
In this difficult market I am quite satisfied
What could they have done better?
Maybe more contact
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed help planning finances
How has Lisa Conway-Hughes helped you?
sound advice, hand to hold, pragmatic clear advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to ensure we had access to the right guidance and advice around our financial affairs, particularly since we have a little girl
How has Lisa Conway-Hughes helped you?
Researching and providing information on options to enhance our insurance protections; pension guidance; and general financial planning counsel.
Have you seen the outcome you were hoping for?
Lisa has been brilliant in supporting us during a particularly challenging economic climate
What could they have done better?
We're really happy with Lisa's service
Review
by a verified client in Hertfordshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for our future and retirement
How has Lisa Conway-Hughes helped you?
Absolutely
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hertfordshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was divorcing my husband and wished to move from my previous IFA
How has Lisa Conway-Hughes helped you?
Lisa gives clarity to all things financial which helps me make informed decisions. She also responds speedily to any requests or queries I may have.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I'm aware of.
Review
by a verified client in Buckinghamshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Once divorced I needed Financial Advice
How has Lisa Conway-Hughes helped you?
Clearly explains my investments and finances as I haven't got a clue how to make my money work for me in the long term.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’m not really use to the UK standard in term of pension investments and tax efficiency investments , so Lisa she did help me in a planning my future retirement
How has Lisa Conway-Hughes helped you?
She understood my family situation and advise considering my financial situation globally .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Investment product are never easy to choose and predict . I think a more extensive choice of products should made available.for advise
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially approached Lisa after I saw her speak at a work event at Deloitte and I was immediately taken by how she was able to distil principles I had struggled with before, in a way that was disarming while still being crisp and clear.
How has Lisa Conway-Hughes helped you?
She’s helped me be less fearful when it comes to money, she’s put a plan in place for myself and my family which fills me with confidence when it comes to our financial health - now and in the future.
Have you seen the outcome you were hoping for?
More than! Working with Lisa has made me more conscious of my and my family’s financial goals and this has permeated to decisions I make - from the every day to the more long term.
What could they have done better?
I honestly can’t think of anything she could improve on!
Review
by a verified client in Surrey
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Through my husband
How is Lisa helping you?
Investments.
Have you seen the outcome you were hoping for?
Too early to tell, for me, but has been very successful to my husband over the years.
What could they be doing better?
N/A
Review
by a verified client in Surrey
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To safeguard for the future
How has Lisa Conway-Hughes helped you?
Lisa has given us advice and direction and recommended policies for our family.
Have you seen the outcome you were hoping for?
The pandemic affected things but we are in for the long haul
What could they have done better?
Sometimes availability but that goes both ways so not really a huge issue.
Review
by a verified client in Wiltshire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest my redundancy payment to protect it from inflation and provide for later life eg care home fees
How has Lisa Conway-Hughes helped you?
Lisa has advised me on the best strategy to achieve my financial goals taking into account my values (eg ethical investing). She shows understanding and empathy for my situation as a new investor at a time when fund values keep dropping. She has taken care and time on zoom to help me understand the wider picture and likely outlook.
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
I’m not sure whether the Westminster Wealth tool used to calculate the overall returns on my money take into account total fees. I’ve asked the question and I have every confidence Lisa will come back with a clear explanation.
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I came across Lisa through my husband, who hired Lisa as his financial adviser.
How has Lisa Conway-Hughes helped you?
Lisa has been amazing - really generous with her time, sensitive and non-judgemental in relation to my personal situation, positive in her approach and encouraging in terms of helping me be more strategic about my financial future. I really enjoy talking to Lisa and she takes the time to explain things in a way that I understand.
Have you seen the outcome you were hoping for?
Yes, I have part of my pension invested in a portfolio having taken Lisa's advice, and it has been performing far better than if I'd left it where it was.
What could they have done better?
Nothing - I really respect Lisa and she has always been brilliant. I recommend her to everyone I know!
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing guidance about what to do with my investments
How has Lisa Conway-Hughes helped you?
Lisa has helped me make financial decisions - putting figures and rationale into the variables
Have you seen the outcome you were hoping for?
Unfortunately my portfolio has fallen in value but I still have confidence is Lisa’s financial advice, honesty and approach to investment
What could they have done better?
Nothing
Review
by a verified client in Middlesex
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to set up a pension scheme and other savings options
How has Lisa Conway-Hughes helped you?
Lisa has always given us sound advice with our pension fund investments.
Have you seen the outcome you were hoping for?
I am perfectly happy with the outcome of our investments so far.
What could they have done better?
Nothing
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have an expert guide us on investments
How has Lisa Conway-Hughes helped you?
Calm clear advice and always being at the end of the phone if we are worried.
Have you seen the outcome you were hoping for?
Yes very much so, Lisa explains everything clearly and on my level. We've made money but more than that - when its not as much as we'd hoped and the market is turbulent Lisa helps us understand why.
What could they have done better?
To be honest nothing!
Review
by a verified client in Middlesex
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being a professional, single woman with a realisation that Prince Charming was unlikely to be coming to 'take me away from it all' and therefore I had better maximise my earning potential and create my own financial security. Lisa was introduced to me initially, 13 years ago, by a network of women with whom I worked.
How has Lisa Conway-Hughes helped you?
Lisa is smart and hugely pragmatic. She's also a lot of fun, so talking about financial matters is not burdensome. She's also advised some of my friends and family.
Have you seen the outcome you were hoping for?
Yes, I understand my financial position exactly, I know what my pension income is likely to be and when I will be able to retire.
What could they have done better?
nothing.
Review
by a verified client in Dorset
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dissatisfied with current adviser
How is Lisa helping you?
With greater understanding
Have you seen the outcome you were hoping for?
Early days, but yes
What could they be doing better?
Early days, but nothing as yet - fully satisfied
Review
by a verified client in London
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice