Teresa Lyde

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

Mortgage

How has Teresa Lyde helped you?

She gives us good professional advice

Have you seen the outcome you were hoping for?

Yes

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

To Look after my pension

How has Teresa Lyde helped you?

To maximise pension income

Have you seen the outcome you were hoping for?

After the difficult Covid years the pension has recovered to match 5 years of higher inflation.

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

Inheritance

How has Teresa Lyde helped you?

Teresa has always given me clear and considered advice that fits with my values and my priorities. I am confident in the choices I have made as a result

Have you seen the outcome you were hoping for?

I was advised that it would be unlikely I would see a big short term gain but last year showed good solid results and a profit margin

What could they have done better?

Nothing

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

Final salary transfer to drawdwon

How has Teresa Lyde helped you?

She provides excellent and helpful advice, and takes the hard work out of admin and planning

Have you seen the outcome you were hoping for?

yes

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

We wanted to make sure that our investments were looked after very well.

How has Teresa Lyde helped you?

Teresa took control of a situation that had been allowed to deteriorate, made recommendations and then acted on our wishes and monitors the outcome - which has been very favourable.

Have you seen the outcome you were hoping for?

Definitely. We feel much more comfortable in the hands of Teresa and her team.

What could they have done better?

Nothing, really. Except perhaps having a Crystal Ball, or some other way of foreseeing market movements.