Louise Pepper

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

I am approaching retirement and needed help with understanding all my options. One element was potentially converting a DB pension into a Drawdown product.

How has Louise Pepper helped you?

Louise was very professional and extremely thorough in firstly understanding my needs and then advising me of all the options available. This included ensuring that I could compare the different products available with the advantages and disadvantages of each one fully explained.

Have you seen the outcome you were hoping for?

Yes, Louise has completed the whole end to end process.

What could they have done better?

There is no area that could have been completed any better. I was kept fully informed of progress and all timescales were met. I would happily recommend Louise to any of my family and friends.

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

I had never consulted a FA in the past, like many burying the issue, but now at a time of life I need to consider things and make better informed decisions. I was introduced to Louise Pepper through a friend and business contact, and I can say it has been a painless, useful and quite lucrative relationship so far.

How has Louise Pepper helped you?

She was and is obviously knowledgeable in her field and took the time to inform and illustrate to me clearly (and for me simply..) my current situation and to show me the options on the way forward for my future finances.

Have you seen the outcome you were hoping for?

it is very early days, but Louise has done everything she offered and promised to do, I am now in a clearer and better place with my personal investments.

What could they have done better?

At this time I really cannot think of anything.

How has Louise Pepper helped you?

Louise has honestly been excellent as our Financial adviser. From the very first meeting Louise was engaged with us and listened carefully and understood our goals very quickly. Louise produced a very clear and detailed analysis of our situation and presented us with professional yet understandable recommendations to move forward. Louise keeps contact efficiently and keeps us updated and informed regularly on our investment and savings portfolio in a clear and concise manner. It's been a pleasure dealing with Louise. We have complete trust in her advice and importantly our meetings are informative but fun and personable. Thanks Louise!!!

Please provide a brief comment about your experience with Louise

Very knowledgeable and we are seriously considering proceeding with her.

Please provide a brief comment about your experience with Louise