Josh Lamb

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

My husband’s illness

How has Josh Lamb helped you?

Direction and availability

Have you seen the outcome you were hoping for?

Yes this being security

What could they have done better?

As this is the first and only time I have approached a financial advisor I can only say that Josh lamb has been a good listener and always helped reassure and direcct

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

I am reaching retirement, and have a few pensions & assets I needed advice on.

How has Josh Lamb helped you?

Josh provided me with clear and sound advice on financial planning.

Have you seen the outcome you were hoping for?

I am in the process of getting there.

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

Ongoing advice

How has Josh Lamb helped you?

He looks after me and my husband’s financial affairs

Have you seen the outcome you were hoping for?

On our way!

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

Initially for advice on how best to invest my private pensions and savings to plan for retirement income

How has Josh Lamb helped you?

By re-assessing my current pension drawdown to be as tax efficient as possible and make the best use of my personal allowance for this tax year

Have you seen the outcome you were hoping for?

Totally.

What could they have done better?

Nothing. Josh dealt with my request promptly, provided sensible recommendations to suit my situation and, once I confirmed I was happy with the advice, actioned them immediately. Excellent and friendly service.

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

Customer service was satisfactory.

How has Josh Lamb helped you?

Customer service was satisfactory.

Have you seen the outcome you were hoping for?

Customer service was satisfactory.

What could they have done better?

Customer service was satisfactory.