Louise's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 41 )

Retirement income (annuities, drawdown) ( 30 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 9 )

Inheritance Planning ( 13 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 22 )

Financial Mentoring ( 5 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 10 )

£100k - £200k ( 3 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Review

by a verified client in Cheshire

a day ago

Overall

Service

Advice

Value

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

I wanted to seek out professional advice, as I found myself with excesses money and wanted to invest it.

How has Louise Pickford helped you?

Louise has been a great help with advising and looking after my investment. Always keeping me up to date.

Have you seen the outcome you were hoping for?

Yes, it’s good to see my investment on the way up.

Louise:

Hi Oliver, Many thanks for taking the time to leave me a review. It's very much appreciated. Kind regards Louise
Review

by a verified client in Staffordshire

13 days ago

Overall

Advice

Service

Value

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

Louise was recommended to me and I found her easy to understand.

How has Louise Pickford helped you?

Louise helped me understand my pension pots and how to achieve what I needed to support future pension plans

Have you seen the outcome you were hoping for?

Early days....

What could they have done better?

Nothing.

Louise:

Hi Sharon, Thank you so much for taking the time to leave me a review, it's really appreciated. It's really important for me to obtain your feedback and I'm over the moon to receive a 5 star rating from you! Thanks again and best wishes Louise
Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

Have been with Apogee since its inception, and before via Simon Hardstaff at his previous companies. Louise took over my account when there was a parting of ways with her predecessor.

How has Louise Pickford helped you?

With pieces of information when I have enquired about different and varied matters, and most often promptly!!

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Happy with the fund my SIPP is in.

Louise:

Hi David, I just wanted to thank your for taking the time to leave me a review. Thanks also for the 5 stars. It's really important for Apogee and me to receive this feedback as part of our ongoing service to you. Thanks again and best wishes, Louise
Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

I’m a apogee client

How has Louise Pickford helped you?

Louise has helped me so much with great advice and insight and information about my portfolio, she is very knowledgeable and helpful she’s , very friendly and a really nice person to deal with .

Have you seen the outcome you were hoping for?

Yes my portfolio has performed better than I expected

What could they have done better?

Nothing

Louise:

Hi Paul, Thank you so much for taking the time to leave me such a lovely review. Ditto, its been really great getting to know you and thank you for making this so easy. I really look forward to working with you both now and in the future! Best Wishes and thanks again Louise
Review

by a verified client in Northamptonshire

2 months ago

Overall

Advice

Service

Value

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

Louise provides a me a service regarding my draw down plan, as well as other concerns as the arise

How has Louise Pickford helped you?

Louise provides a great service via a very educated the timely approach. I have asked for several details and she has always come back to me with sound advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

nothing to add

Louise:

Hi Tim, Many thanks for taking the time to leave me a review, its very much appreciated. Thanks also for the 5 stars and for your comments. Its very important for me to obtain this feedback and I look forward to working with you in the future. Best Wishes Louise