Stuart Lamont

Stuart Lamont

Waverton Wealth Planning LLP

Stuart's reviews

Reviewed for

Insurance and Protection ( 12 )

Mortgages ( 1 )

Pensions ( 58 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 39 )

Auto Enrolment ( 1 )

Investments and Savings ( 78 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 23 )

Long Term Care ( 9 )

Pension Transfers - Specialist ( 14 )

Financial Planning ( 24 )

Financial Mentoring ( 7 )

( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 18 )

£100k - £200k ( 6 )

Up to £50k ( 6 )

£50k - 100k ( 6 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Repeat review

by a verified client in Renfrewshire

22 days ago

Overall

Advice

Service

Value

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

How has Stuart Lamont helped you since your last review?

always there for me if I have any questions

Stuart:

Thank you
Repeat review

by a verified client in Lanarkshire

a month ago

Overall

Advice

Service

Value

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

How has Stuart Lamont helped you since your last review?

Continued advice on pensions and savings.

Stuart:

Thank you
Repeat review

by a verified client in West Lothian

2 months ago

Overall

Advice

Service

Value

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

How has Stuart Lamont helped you since your last review?

Yes

Stuart:

Thank you for this review.
Repeat review

by a verified client in Lanarkshire

2 months ago

Overall

Advice

Service

Value

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

How has Stuart Lamont helped you since your last review?

Good advice

Stuart:

Thanks Jim
Review

by a verified client in Renfrewshire

2 months ago

Overall

Advice

Service

Value

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

i am the beneficiary of my late husbands pension fund and needed advice on how best to invest it.

How has Stuart Lamont helped you?

Stuart has taken time to explain how investment works and what would be best for me and my family in the future. He also advised me to update my will and arrange power of attorney. He has always been available at any time that suits me and is happy for anyone to accompany me during meetings. i am confidant that he has my best interests at heart and would recommend him to anyone.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Stuart:

Thanks Maureen for your kind review. I'm only glad i have been able to advise you in the last few years.