Mike's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 3 )
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 9 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 7 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was thinking about investing in a pension when I started full time employment at 18.
How has Mike Osmond helped you?
I have used Mike for approximately 37 years! He helped me start my pension and life insurance and has guided me through the years. The balance of my pension speaks volumes.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Done all the work for love, seriously I have no issues.
Mike:
Thank you so much for your kind words and for taking the time to leave this review. It really does mean a lot to know you’ve been happy with the support and guidance I’ve provided over the years. A relationship lasting 37 years is something I truly value, and it’s been a real privilege to have supported you from the very start of your career. Helping you set up your pension and life insurance all those years ago, and continuing to guide you through the many stages since, is exactly the kind of long-term relationship I aim to build with all my clients. I’m especially pleased to hear that your pension balance reflects the careful planning we’ve done together. My goal has always been to offer clarity, peace of mind and meaningful outcomes — so knowing you’ve seen the results you were hoping for is incredibly rewarding. Thank you again for your trust and continued support over the years.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance questions
How has Mike Osmond helped you?
Mike has been working with us long enough to be a friend as well as an advisor. This gives confidence that the advice will be tailored for our circumstances.
Have you seen the outcome you were hoping for?
Yes
Mike:
Thank you so much for taking the time to leave this review. It’s lovely to hear that our work together has not only helped you navigate your inheritance questions but also built the kind of trust and rapport that makes the process feel more personal. Developing long-term relationships with clients is at the heart of what I do, so I’m especially pleased to know that you feel the advice has been tailored to suit your individual circumstances. It’s also great to hear that the outcomes have met your expectations. Helping clients achieve clarity and confidence in their financial planning is incredibly rewarding, and I look forward to continuing our work together in the years ahead.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension legislation is complicated for a layman.
How has Mike Osmond helped you?
He advised on drawing out tax free sums and pension draw down.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
All was done as requested.
Mike:
Thank you for taking the time to leave a review. I’m pleased to hear that you found my advice on pension drawdown and tax-free lump sums helpful. Navigating pension legislation can indeed be complex, so I’m glad I could provide the clarity and guidance you needed. It’s also great to know that you’ve seen the outcome you were hoping for. If you ever have any further questions or need additional support, please don’t hesitate to get in touch.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking for advice to manage a broad range of financial advice and services. Having worked with Mike we naturally came to The services of Lawrence Clarke.
How has Mike Osmond helped you?
Mike has worked with me on my finances for over 40 years. Giving me sound advice on everything from Mortgages, Pensions and sound investment advice. Now receiving advice on Inheritance Tax and my continuing investment income.
Have you seen the outcome you were hoping for?
Yes, I have been more than happy in all the services that Mike has provided over the years.
What could they have done better?
I don’t believe that anything could have been done better. This has been proven many times by the results of his sound advice.
Mike:
Thank you for taking the time to leave such a thoughtful review. It’s been a privilege to work with you for over 40 years, helping you navigate everything from mortgages and pensions to investments and inheritance planning. Building long-term relationships and providing sound financial advice tailored to each stage of life is at the heart of what I do, so I truly appreciate your kind words. As always, I’m here whenever you need guidance, and I look forward to continuing to support you in achieving your financial goals.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mike has been our advisor for a number of things (mortgage, health insurance, investments as well as pensions for 30 years or so and has always been very helpful. We were introduced to him via our company accountant as we looking for advice on mortgage and investments when he was and independent adviser.
How has Mike Osmond helped you?
In many ways in the areas stated above. he also advised our son when he was applying for his first mortgae.
Have you seen the outcome you were hoping for?
Yes, the result of his advice has proved very helpful.
What could they have done better?
Tricky - I cannot think of anything offhand.
Mike:
Thank you for taking the time to leave such a thoughtful review. It’s wonderful to hear that you’ve found my advice helpful across so many aspects of your financial planning over the past 30 years. Building long-term relationships and supporting not just our clients but also their families is something we truly value, so I’m especially pleased that I could assist your son with his first mortgage. It’s great to know that the outcomes of my advice has met your expectations, and I appreciate your trust in me over the years. If there’s ever anything further I can do to support you, please don’t hesitate to get in touch.