Lawrence Bearman

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

Looking to set retirement goals

How has Lawrence Bearman helped you?

Lawrence illustrated how we might achieve our goals and set us on a path towards that.

Have you seen the outcome you were hoping for?

I think we are on the right path.

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

How has Lawrence Bearman helped you since your last review?

Keeping me updated. Prompt Communication. Clarity.

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

A change in my financial position.

How has Lawrence Bearman helped you?

Clear, concise, financial advice.

Have you seen the outcome you were hoping for?

Not yet given I am early in the process.

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

New business, plans for retirement, accountant's recommendation.

How has Lawrence Bearman helped you?

He has helped us put a plan into place for pensions, long term savings and paying off the mortgage in a sensible tax efficient manner.

Have you seen the outcome you were hoping for?

Yes, the advice he gave was exactly what I was looking for.

What could they have done better?

Nothing.

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

I got a much higher paying job than before and needed advice on what to do with the spare income.

How has Lawrence Bearman helped you?

Lawrence has put together a financial plan for my wife and I, to make sure we’re saving for our future while doing so in the most tax efficient manner.

Have you seen the outcome you were hoping for?

It’s too early to tell, as it’s only been one year, but I can see my investments growing, and I feel more and more confident that I will have enough in retirement when I’m older.