Rachel's reviews
Reviewed for
Insurance and Protection ( 28 )
Mortgages ( 87 )
Pensions ( 75 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 34 )
Auto Enrolment ( 3 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 29 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 46 )
Financial Mentoring ( 7 )
Financial Coaching ( 8 )
Reviewers' assets
£500k+ ( 23 )
£200k - £500k ( 15 )
£100k - £200k ( 12 )
£50k - 100k ( 9 )
( 4 )
Up to £50k ( 22 )
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 Surrey
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was made redundant and was looking to consolidate my pensions.
How has Rachel Lane helped you?
After the initial consultation, it was agreed that consolidation was the best option.
Have you seen the outcome you were hoping for?
Yes all my pensions are now with one provider which makes it much easier to plan for the future.
What could they have done better?
I was more than happy with the level of advice given by Rachel and she always follows up with any queries I have had.
Review
by a verified client in Surrey
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have complicated pension portfolios, and were also looking to invest.
How has Rachel Lane helped you?
Rachel has provided clear, sensible and extremely helpful advice for every stage of our finances in the last 10 years. Through mortgages and changing jobs, she has always had an eye ahead for opportunities and issues to avoid. We consider her an indispensable part of our financial decision making.
Have you seen the outcome you were hoping for?
yes, volatile markets not withstanding!
Review
by a verified client in London
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Has been an advisor for many years
How has Rachel Lane helped you?
By providing advice as required on the matters above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Cannot think of anything that could have been done better
Review
by a verified client in Surrey
a month ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To set up a Trust on the back of taking out an Equity Release Mortgage.
How has Rachel Lane helped you?
Helped to set up the Trust.
Have you seen the outcome you were hoping for?
To some extent, but market conditions have played a part in limiting the success of this venture.
What could they have done better?
Being more proactive.
Review
by a verified client in Surrey
2 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My personal pension needed to be transferred.
How has Rachel Lane helped you?
The personal and one to one advice Is very good.
Have you seen the outcome you were hoping for?
One word Yes
What could they have done better?
Nothing.