Alistair Lauchlan

Alistair Lauchlan

Verus Wealth Chartered Financial Planners

Alistair's reviews

Reviewed for

Pensions ( 23 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 19 )

Investments and Savings ( 8 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 1 )

Long Term Care ( 3 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 9 )

( 1 )

First impression

by a VouchedFor user

4 years ago

Overall

Please provide a brief comment about your experience with Alistair

Was a little slow responding but when he did he was very informative.

Review

by a verified client in Angus

5 years ago

Overall

Advice

Service

Value

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

retirement

How has Alistair Lauchlan helped you?

making it easier to understand how my retirement pensionworked for me

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I was more than happy with the advice I received, cant find any fault in the advice I received.

Review

by a verified client in Perthshire

7 years ago

Overall

Advice

Service

Value

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

Transferring Pension Pot.

How has Alistair Lauchlan helped you?

As above.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Everything done so far has been very positive.

Review

by a verified client in Shetland

7 years ago

Overall

Advice

Service

Value

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

Transferring pension fund from employers scheme.

How has Alistair Lauchlan helped you?

Alistair gave excellent advice and explained everything fully in plain language that was easy to understand and was always available to answer any questions. He made sure that I understood any risks and possible disadvantages of transferring my pension fund.

Have you seen the outcome you were hoping for?

I am completely satisfied with the service provided and products that Alistair has obtained for me. I now feel that I am in a much better position to control my retirement and to provide a better financial future for my family.

What could they have done better?

I don't think anything could have been done better, Alistair provided an excellent service and I feel he will continue to do so with the ongoing management of my pension fund.

Review

by a verified client in Angus

7 years ago

Overall

Advice

Service

Value

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

I was looking for advice on options for my pension funds.

How has Alistair Lauchlan helped you?

Alistair was extremely thorough and explained the many questions we had as we had no knowledge of pensions. He conducted a very thorough review of our financial situation and explained pro`s and con`s of transferring the funds to a draw down account.

Have you seen the outcome you were hoping for?

Yes. Im extremely happy with advice and implementation of agreed outcomes.

What could they have done better?

I dont think he could have done anything more. he was excellent and I would not hesitate to recommend him to someone looking for a financial adviser.