Michael Lovell

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

Decided to set up a private pension and also take out life cover.

How has Michael Lovell helped you?

Mike talked me through all the options and had the patience and understanding to clarify in simple terms any areas I was unsure of.

Have you seen the outcome you were hoping for?

I certainly feel secure financially now for myself and my family should the best or worst happen to me.

What could they have done better?

N/A

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

Renewing my mortgage & starting a pension fund.

How has Michael Lovell helped you?

He recommended mortgages to suit my situation & we looked at pension forecasting.

Have you seen the outcome you were hoping for?

Yes, I was very pleased with the service & the outcome.Nothing

What could they have done better?

Nothing & I won’t hesitate to use him again in the future.

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

I needed some life cover and wanted to review my pension.

How has Michael Lovell helped you?

He explained everything in as much detail as I needed and had lots of patience with me. He managed to offer a better investment than I already had and he sorted everything for me.

Have you seen the outcome you were hoping for?

There were improvements on some of my financial products immediately.

What could they have done better?

I was happy with his service and I’m not sure anything else could have been done.

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

I was looking for life insurance for myself and my wife

How has Michael Lovell helped you?

Mike explained to me the key features of the products offered by the life insurance market to help me establish what my requirements were and the level of cover required. He then searched the market for the most suitable products and the correct level of cover before explaining the advantages and disadvantages that each company offered. This helped me select the most suitable product to proceed with.

Have you seen the outcome you were hoping for?

Yes, I now have the life insurance product I required

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

Having attaining retirement age, but not necessarily wanting to retire, I wanted to fully understand the options available to myself within the new Government Legislation.

How has Michael Lovell helped you?

Michael fully reviewed my financial position, assessed my aims and goals, explained options available and recommended a course of action.

Have you seen the outcome you were hoping for?

Early days as yet, but trust the advise given will prove to be advantageous.

What could they have done better?

Can't suggest any areas of improvement - all the documentation and internet based information was relatively user-friendly and informative.