Lisa's reviews
Reviewed for
Insurance and Protection ( 47 )
Mortgages ( 21 )
Pensions ( 136 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 65 )
Auto Enrolment ( 2 )
Investments and Savings ( 129 )
Pension Transfers - Non Specialist ( 36 )
Inheritance Planning ( 38 )
Long Term Care ( 19 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 87 )
Financial Mentoring ( 5 )
Financial Coaching ( 8 )
( 1 )
Reviewers' assets
£500k+ ( 39 )
£200k - £500k ( 17 )
£100k - £200k ( 14 )
£50k - 100k ( 2 )
Up to £50k ( 5 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Middlesex
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Lisa Conway-Hughes helped you?
To clearly explain what can appear to be a complex subject. Confidence that my investments are in safe hands.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Londonderry
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Finanical planning following sale of my business and looking forward to semi retirement leading to full retirement
How has Lisa Conway-Hughes helped you?
Professional and detailed approach to our circumstances and answering questions with advice and options
Have you seen the outcome you were hoping for?
Yes starting to see the longer term benefits although still early in the journey
What could they have done better?
Not sure as there haven't been any downsides or regrets
Review
by a verified client in Essex
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice about an inheritance
How has Lisa Conway-Hughes helped you?
Lisa walked us through done options about how we could best use some inheritance. She also gave excellent retirement advice and suggested some tax planning may be beneficial for us
Have you seen the outcome you were hoping for?
Yes I feel more knowledgeable about my income and confident about how to best manage some inheritance
Review
by a verified client in London
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I knew that I was not being money savvey and I wanted to ensure I started to save for later in life.
How has Lisa Conway-Hughes helped you?
Lisa has helped me to understand how to plan my finances to ensure I maximise the returns. She has explained in clear language what the benefits are as well as ensuring I understood the risks.
Have you seen the outcome you were hoping for?
I am now in position where I have invested wisely with Lisa's support and advise. This has resulted in me becoming more conscious of money and how to ensure that I have financial planning in place. I can see that my pension pot is growing.
What could they have done better?
I cannot note anything that could be done better. I find the communication to be excellent and the advise is always with my best interests at the core.
Review
by a verified client in Suffolk
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Lisa for many years. Originally this was because I had a number of pensions which I wanted to combine into one more efficient pension scheme fund
How has Lisa Conway-Hughes helped you?
See above. She has also helped me with retirement planning, taxes and inheritance
Have you seen the outcome you were hoping for?
Yes, very much so
What could they have done better?
I am very happy with the service I have received