Teresa's reviews
Reviewed for
Pensions ( 29 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 29 )
Financial Mentoring ( 8 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 11 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£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 Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
wanted advice on investments
How has Teresa Lyde helped you?
consistent good advice
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a large pension fund that needed managing appropriately. Good financial planning at this level is vital to ensure these funds are protected and well managed.
How has Teresa Lyde helped you?
Teresa has provided significant help such that its an area I don't need to worry about the management of the funds.
Have you seen the outcome you were hoping for?
Yes. I have the ncome I need to lead the life I enjoy.
What could they have done better?
I would need more insight to financial planing to be able to answer that. The support I need is available to me and I am happy.
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?
Large amount of money and no financial sense!
How has Teresa Lyde helped you?
Often just helps talking to someone about money problems when big bills hit and for tax purposes
Have you seen the outcome you were hoping for?
Maybe
What could they have done better?
Not been long since I changed my risk status so watching
Review
by a verified client in East Sussex
7 months ago
Overall
Advice
Service
Value
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
Review
by a verified client in Kent
7 months ago
Overall
Advice
Service
Value
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.