Lawrence Dean

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

I have been a client for a few years now.

How has Lawrence Dean helped you?

In all previous areas mentioned. Fundametally he is someone who we all rely on as a family to help us make financial decisions and press forward with our plans.

Have you seen the outcome you were hoping for?

For sure.

This review is a follow-up review from a client who left a review previously.

How has Lawrence Dean helped you since your last review?

Annual Investment reviews & answers questions regarding investment performance

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

General Financial Planning

How has Lawrence Dean helped you?

Financial Planning, Pensions, Protection, Inheritance Planning, Mortgages, Investments and Savings and Equity Release.

Have you seen the outcome you were hoping for?

Yes for sure.

What could they have done better?

Nothing.

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

Looking into Financial Plannign, cashflow modelling then utilising regulated products to get me there to my objective.

How has Lawrence Dean helped you?

Helped me understand what I needed to do to achieve my objective. This included a number of regulated products and these were fully explained to me.

Have you seen the outcome you were hoping for?

Yes and more. Very pleased.

What could they have done better?

Nothing I can think of.

This review is a follow-up review from a client who left a review previously.

How has Lawrence Dean helped you since your last review?

Planning for my future. Sorting out my familys estate, utilising equity release for cash flow as well. Also using pensions and investments. Good advice.