Lynne Meek

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

Lynne originally worked and supported both myself and my late husband as we approached retirement.

How has Lynne Meek helped you?

Lynne helped my late husband and myself plan for our retirement. She advised and helped us invest and manage our pensions. More recently after my husband passed away Lynne was able to give me advice and help set up a new retirement account to manage my pension.

Have you seen the outcome you were hoping for?

Yes my retirement account is performing well.

What could they have done better?

I am happy with the service I have received so far and Lynne is always very approachable and at the end of the phone should I have any questions or concerns.

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

To give advice with our finances and pensiond

How has Lynne Meek helped you?

Lynne has given us good advice and guidance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Reference from my son

How has Lynne Meek helped you?

Really good practical advice and always readily available when needed

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

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

I was retiring and needed advice about investing my lump sum and managing an annuity.

How has Lynne Meek helped you?

She listened to what I wanted and set up the annuity. She invested my lump sum and later on an inheritance I received, in stocks and shares isas, checking each year that I was a cautious investor.

Have you seen the outcome you were hoping for?

Yes. I am kept updated on the progress of my investments.

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

I have been using Lynne for a goof number of years

How has Lynne Meek helped you?

Lynne gives me peace of mind regarding my pension drawdown

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Only change how it's invested and I'm very cautious so I won't change