Ian Lawson

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

I felt I needed to supplement my own limited knowledge of financial and pension planning with a professional adviser.

How has Ian Lawson helped you?

Ian brings his knowledge and expertise of financial planning to the table in a way that makes it easy for me to understand the issues and thus make more informed judgements.

Have you seen the outcome you were hoping for?

Yes, whilst the markets have been somewhat 'variable' I think I've been very well guided over the years Iand snd I have been associated.

What could they have done better?

Nothing springs to mind.

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

To ensure my retirement fund was well invested

How has Ian Lawson helped you?

Amalgamated my 6 separate pension plans into one investment portfolio

Have you seen the outcome you were hoping for?

Yes my pension investments are well managed

What could they have done better?

Nothing

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

My pensions come from several different sources and, in one case, there was a dispute. I needed professional advice to consolidate these funds and to organise them in the most efficient way to secure lifetime income. Being also domiciled now abroad I needed specialist advice.

How has Ian Lawson helped you?

Approximately 5 years

Have you seen the outcome you were hoping for?

Yes. Absolutely! My pension dispute with one of the suppliers was satisfactorily resolved and the fund created has performed within my expectations despite this being a turbulent time. Ian has translated my needs exactly and his performance has been exemplary both in terms of the personal contact and supporting documentation.

What could they have done better?

I am perfectly happy.

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

I inherited my husbands pension when he died. I already knew Ian, as he was adviser to my husband.

How has Ian Lawson helped you?

Ian helped with the transfer of my husband’s pension to myself. Prior to my husband’s death he made sure that the ‘expression of wish’ form was completed, which enabled a smooth transfer. I was very grateful for this during what was a very stressful time for me. It was one less thing go to worry about.

Have you seen the outcome you were hoping for?

I have only been in possession of my inherited pension for just over one year, so it’s all very new to me and I’m still learning how it all works. However, I feel confident that Ian knows his job well and I trust his expertise and guidance.

What could they have done better?

So far I am happy with everything.

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

I joined a company in the late 80s at the time when pension reform allowed me to organise my own rather than contribute to a Company scheme. I've been with the same firm since.

How has Ian Lawson helped you?

5 years or more

Have you seen the outcome you were hoping for?

Broadly, yes - the world has been a topsy-turvy place over the last few years, coinciding almost exactly with the crystallising of our pensions into investments which have not perhaps been as good as we hoped, but for very obvious reasons (Covid being one).

What could they have done better?

I don't think we have any issues with the advice we've had and we're very comfortable that Ian has our best interests at heart.