Ian's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 13 )
Pensions ( 39 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 28 )
Auto Enrolment ( 1 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 26 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 39 )
Financial Mentoring ( 10 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 4 )
£100k - £200k ( 4 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
( 1 )
Repeat review
by a verified client in Bristol
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Larthe de Langladure helped you since your last review?
Discussed forecast retirement date and planning
Ian:
Thank you Pete, I appreciate you taking the time to complete the review, catch up soon, IanRepeat review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Larthe de Langladure helped you since your last review?
Ian continues to offer advice since retirement and helping us adjust to life with our pensions. We are also looking at planning to support our adult children in the future.
Ian:
Thank you Sandra, I appreciate you taking the time to complete the review, Regards, IanReview
by a verified client in Cornwall
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He was recommended by my new partner back in 2008 after i had been through a relationship breakdown.
How has Ian Larthe de Langladure helped you?
Ian sat me down and we discussed my entire situation from my everyday financial needs to pension planning, health and life cover , investments.
Have you seen the outcome you were hoping for?
Very much so. My pension is growing well with investments on the increase and my critical health policy paid dividends after suffering heart attack and heart bypass surgery.
What could they have done better?
for me nothing.
Ian:
Thank you RichardReview
by a verified client in Bristol
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The investment of capital from the sale of my business
How has Ian Larthe de Langladure helped you?
He cam up with a plan for the future
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing- perfect service
Ian:
Thank you Pete, looking forward to working with you over the next yearReview
by a verified client in Bristol
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We believed it was important to plan a long way ahead for our retirement and also to make that we invested wisely. Seeking well-informed advice was a key part of this.
How has Ian Larthe de Langladure helped you?
Ian is intelligent, trustworthy and very personable. He has shown interest in our situation and wishes, listens very carefully and then offers us wise and sensible advice. The service he offers is very individual, and he always has time to give us.
Have you seen the outcome you were hoping for?
Yes.
Ian:
Thank you Marie, I have really enjoyed working on the overall plan with Andrew and yourself.