Abby Ivison

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

John Lamb and Partners were recommended to me as a good source of financial advice back in the 1980s, when I was starting to do serious pension planning, and I have remained with them during their various incarnations. This is a reflection of their consistently good service, quality of advice and the professionalism of the advisors I have worked with over the years.

How has Abby Ivison helped you?

Abby successfully steered me through the technicalities of financial planning for my retirement and provided me with clear advice which did not blind me with science. She was particularly supportive in my run up to retirement in May 2023 and was always on hand to answer my questions and to assist me in completing the necessary paperwork. At every stage of the process, she was supportive and patient and I felt confident in her recommendations.

Have you seen the outcome you were hoping for?

Yes. She has clearly understood my particular needs and objectives and the areas about which I have the greatest concern.

What could they have done better?

Little or nothing. I particularly like her concise and clear paperwork both at the meeting and as follow-up.

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

Pension funding

How has Abby Ivison helped you?

Abby is both friendly and professional, communicating advice in a clear and direct way. Abby deals with questions and clarifications easily and happy to respond with detail when needed.

Have you seen the outcome you were hoping for?

The advice provided by Abby has helped me understand my long term pension planning and options for retirement income.

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

I was looking for advice in managing my pension.

How has Abby Ivison helped you?

Abby explained the options and then the best ways to proceed.

Have you seen the outcome you were hoping for?

Yes and with her help it made the process run very smoothly.

What could they have done better?

It was all done very well.

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

Retirement planning

How has Abby Ivison helped you?

Initial advice on pension options Ongoing advice on account options

Have you seen the outcome you were hoping for?

In general yes pleased with outcomes to date and advice explaining economic environment and its impact on my savings

What could they have done better?

Knowledge on finer points of proposed inheritance tax relating to spouse

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

The need to manage my pension portfolio.

How has Abby Ivison helped you?

All my legacy pensions are now combined in one manageable SIPP.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a