Tim Lambert

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

Needed some help for my personal pension but also for my business

How has Tim Lambert helped you?

Clearly set out a plan that I understood and then went about putting everything in place

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Nothing

Please provide a brief comment about your experience with Tim

Very clear and easy to follow advice. Took a complicated topic and made it much easier to digest! Thanks Tim!

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

Our family was starting to plan for the future and needed advice and to understand our options.

How has Tim Lambert helped you?

Tim has given us a full range of options and ideas that most crucially are aligned to a life plan that he helped us create.

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?

Looking for planning advice and keen to make my money work harder for me.

How has Tim Lambert helped you?

Gave me a clear plan with my financial planning and had some great suggestions in terms of financial products.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

Please provide a brief comment about your experience with Tim

Tim was very engaging, knew his stuff and ensured that all options and considerations were explored