Richard's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 7 )
Pensions ( 12 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 2 )
Auto Enrolment ( 2 )
Investments and Savings ( 12 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 3 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Bedfordshire
8 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To arrange my life insurance as well as well planning for retirement.
How has Richard Lamb helped you?
Richard explain everything in a way we wanted and arrange pension plan as well as life insurance. I found Richard very informative and professional who knows his job very well.
Have you seen the outcome you were hoping for?
Yes I did.
What could they have done better?
He arranged very competitive life cover which I found good value for money and cheaper than one you can find on line.
First impression
by a VouchedFor user
9 years ago
Overall
Please provide a brief comment about your experience with Richard
No idea I have had no contact!
Review
by a verified client in West Sussex
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review and assess my current pension/isa.
How has Richard Lamb helped you?
Richard came to my home and explained various things to me which gave me the information needed to make some changes t my investments.
Have you seen the outcome you were hoping for?
so far so good.
What could they have done better?
nothing he was very professional
Review
by a verified client in West Sussex
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage.
How has Richard Lamb helped you?
obtain a mortgage at a good rate that had all my other requirements, no early repayment charges and low cost to take.
Have you seen the outcome you were hoping for?
yes.
What could they have done better?
With such exemplary service, everything I needed was taken care of
Review
by a verified client in Bedfordshire
9 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help on investment planning and generating better return on cash savings.
How has Richard Lamb helped you?
Has provided extensive services ranging from mortgage advice to pension fund management.
Have you seen the outcome you were hoping for?
Yes, he continues to provide regular feedback and support.
What could they have done better?
Perhaps look at alternative investment options other than pensions