Lewis Coglan

Review from verified client

July, 2024

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

Having money left to us to invest

How has Lewis Coglan helped you?

Found him very professional and good advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2024

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

We already had money invested when AFH took over.

How has Lewis Coglan helped you?

He was very professional and a very polite young man.

Have you seen the outcome you were hoping for?

Yes thank you

Review from verified client

July, 2024

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

I have no background in financial matters.

How has Lewis Coglan helped you?

Understand my total financial situation and planning for the future .

Have you seen the outcome you were hoping for?

All seems to be working.

What could they have done better?

All very good.

Review from verified client

June, 2024

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

The reason for using a Financial adviser was to receive professional help and guidance

How has Lewis Coglan helped you?

Lewis provided a very knowledgeable professional and easy to understand advice

Have you seen the outcome you were hoping for?

Yes I have receive an excellent outcome in dealing with my retirement plan

What could they have done better?

Nothing

Review from verified client

April, 2024

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

Already with the firm but our advisor left and Lewis took over

How has Lewis Coglan helped you?

Given us information and advice on things we were not aware of that will help us manage our money better

Have you seen the outcome you were hoping for?

Yes better than we hoped for

What could they have done better?

Nothing

Review from verified client

April, 2024

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

I had several small pensions and needed advice on what to do with them. My wife had previously had advice from Lewis and had been exceptionally pleased with him so he came highly recommended.

How has Lewis Coglan helped you?

Lewis gave me some very sound advice about my pensions. He was very professional and gave me several options to consider.

Have you seen the outcome you were hoping for?

Absolutely. I now feel confident that I will have a substantial pension for when I retire.

What could they have done better?

Nothing.

Review from verified client

January, 2024

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

We have been with AFH for a few years when we invested some money through a previous advisor. We met Lewis last September when he came to do a review.

How has Lewis Coglan helped you?

Lewis Advised on the best way to invest our savings with AFH and advised on the best way to plan for retirement.

Have you seen the outcome you were hoping for?

Yes, we are more than happy with the advice received

What could they have done better?

We are happy with the process and for the way Lewis helped us. We have no suggestions for improvement

Review from verified client

January, 2024

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

Previous advisor (Gary Marshall) took early retirement.

How has Lewis Coglan helped you?

Lewis helped me in arranging a pension annuity

Have you seen the outcome you were hoping for?

Yes, annuity arrangements in place.

Review from verified client

January, 2024

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

Help was needed to invest and to get help with retirement income

How has Lewis Coglan helped you?

He has explained in plain English, how things work. He has very kindly treated my elderly parents with a great deal of respect, and understanding. He has helped with the new online process, and advised us of future steps.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at the moment

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Lewis

Lewis supported us with our situation quickly and efficiently. He was very professional, explained everything to us in a simple manner without confusing us and instantly put us at ease

Review from verified client

October, 2023

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

Wanted help with my retirement due to a lack of understanding.

How has Lewis Coglan helped you?

Lewis has been extremely helpful, understanding & detailed. He explained everything without using jargon and explained all the options I have in a clear and concise way.

Have you seen the outcome you were hoping for?

Yes exactly what I was hoping for.

What could they have done better?

Nothing

Review from verified client

October, 2023

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

Lewis took over my pension account when my previous advisor retired.

How has Lewis Coglan helped you?

Lewis has been extremely helpful in recognising what I need from my pension and providing me with the information I need to make an informed choice. Lewis explained the whole process and the investments I have clearly. Following my first meeting with Lewis I can honestly say that I understood what was happening with my pension fund better than I had ever done in the past.

Have you seen the outcome you were hoping for?

Absolutely. I now feel as if I have a pension plan to see me through retirement.

What could they have done better?

I don't feel that any of the meetings I had with Lewis could have been improved.

Review from verified client

October, 2023

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

Keep pace with financial highs and lows and personal confidence with long term pension progress.

How has Lewis Coglan helped you?

Lewis has been completely professional and, although young, has the experience and nuance to navigate me over the hurdles and through passageways of the financial world with complete confidence.

Have you seen the outcome you were hoping for?

I have and more.

What could they have done better?

I think we covered all pockets financially concerning pension, Tax and all other avenues.

First impression from a user who is not yet a client

October, 2023

Please provide a brief comment about your experience with Lewis

My wife and I met Lewis for the first time on September 27th to discuss the investments we have had in place for a number of years.We found Lewis pleasant and attentive to our thoughts about the investments and the reason for them. He then advised us on the way forward and undertook to carry out the actions required.

Review from verified client

October, 2023

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

To receive help with sorting out my pension on retirement

How has Lewis Coglan helped you?

He has explained my options and it has help me to make an informed choice

Have you seen the outcome you were hoping for?

Process is still ongoing to I believe the outcome will be favourable

What could they have done better?

So far what he has done has helped me to feel confident

Review from verified client

October, 2023

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

General financial advice.

How has Lewis Coglan helped you?

Clarified options.

Have you seen the outcome you were hoping for?

Still in progress, but I expect so.

What could they have done better?

Nothing comes to mind.

Review from verified client

September, 2023

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

Lewis took over from my previous financial adviser, who has retired.

How has Lewis Coglan helped you?

This week was my introductory visit from Lewis. He was very professional, personable and helpful. I am extremely happy for him to become my financial adviser.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I was very happy with our first meeting.

Review from verified client

September, 2023

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

Have been a client with Hayburn Rock for many years who now have been taken over by AFH.Therefore thought it prudent to make contact with AFH

How has Lewis Coglan helped you?

General discussion as to what AFH could do for me.

Have you seen the outcome you were hoping for?

Yes but not agreed anything yet

What could they have done better?

Nothing

Review from verified client

September, 2023

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

Previously a Hayburn Rock client and I was looking to establish connection with AFH

How has Lewis Coglan helped you?

Yess

Have you seen the outcome you were hoping for?

The situation is ongoing, so no final outcome at present

What could they have done better?

Nothing