Louise's reviews
Reviewed for
Insurance and Protection ( 43 )
Mortgages ( 7 )
Pensions ( 53 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 66 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 10 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 36 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 9 )
£100k - £200k ( 6 )
Up to £50k ( 11 )
£50k - 100k ( 10 )
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 Staffordshire
a year 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?
Been with Louise many years - she is my go-to person
How has Louise Powell helped you?
Louise's financial advice demonstrates commendable expertise in areas like pensions, life insurance, and overall financial planning. While the advice on options/shares for the private company was limited (though it was complicated), her insights have been invaluable. Louise's comprehensive approach is highly appreciated.
Have you seen the outcome you were hoping for?
more or less
What could they have done better?
only limited advice was forthcoming about company 'options'/shares - but my accountant is also struggling so it is still not fully resolved
Louise:
Dear Peter, Thank you so much for my lovely review. It is much appreciated. Speak soon Warmest Regards, Lou xReview
by a verified client in West Midlands
a year 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?
Recimmendation
How has Louise Powell helped you?
She has reviewed my finances and given me advice
Have you seen the outcome you were hoping for?
Her advice has been good. The market is so volatile that the outcome can’t really be what I’d hope for.
What could they have done better?
She is really thorough.
Louise:
Dear Jude, Thank You for my lovely review. It is much appreciated. See you Soon! Warmest Regards, Lou xReview
by a verified client in Essex
a year 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?
Concerned about protecting future career and finances.
How has Louise Powell helped you?
Managed to source me the best deal for my income protection.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Repeat review
by a verified client in Leicestershire
a year ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Louise Powell helped you since your last review?
Consolidation of investments
Louise:
Dear Sem! Thank you for my lovely review, it is much appreciated. Speak Soon! Warmest Regards, LouReview
by a verified client in Leicestershire
2 years 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 met Louise at a dental practice and since then she has opened my eyes up to a whole range of options.
How has Louise Powell helped you?
She has explained how things can be done in a tax efficient manner.
Have you seen the outcome you were hoping for?
I am seeing it. It takes time.
What could they have done better?
Nothing
Louise:
Hi Jay, Thank you for my lovely review. It is much appreciated. Speak soon, Warmest Regards, Lou