Louise's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 7 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 18 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
Review
by a verified client in Staffordshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help and advice as I approach the magical pension freedom age of 55 and Louise is someone who I know and trust implicitly to help me up to and beyond this point,
How has Louise Pickford helped you?
She keeps in regular contact providing clear, precise and easy to understand recommendations on what and what not to do as I approach the age where I can at least consider fully retiring or possibly reducing my hours and utilising my pension to bridge any income shortfall.
Have you seen the outcome you were hoping for?
100% I have.
What could they have done better?
Nothing
Louise:
Hi Andrew, Many thanks for taking the time to complete the review. It is very important for me to receive feedback and comments from you. Your 5 star review is very kind and I look forward to continuing to work with you for may years to come. Best wishes LouiseReview
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?
Looking at early retirement
How has Louise Pickford helped you?
Plan means I can go now
Have you seen the outcome you were hoping for?
Yes
Louise:
Hi Dave Thanks for your time completing the review, its really appreciated. Thanks also for the 5 stars, it really means a lot to hear than you are happy with the service. I look forward to working with you both in the future. Best Wishes LouiseReview
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?
pension advice
How has Louise Pickford helped you?
with pension drawdown
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Louise:
Thank you for your kind review. I’m really pleased to hear that the pension drawdown advice has delivered the outcome you were hoping for, and that you feel confident about the path we're on. It’s always my aim to make financial matters clear and straightforward, so I’m glad the correspondence has been easy to follow and that you feel comfortable reaching out when needed. I appreciate your trust and the opportunity to support you with your retirement planning.Review
by a verified client in Derbyshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband and I have had a financial advisor for about 30 years.
How has Louise Pickford helped you?
Louise has provided a smooth transition from the advice given to us for many years by Nigel Alcock at Ash Finance then latterly at Apogee. Louise has a professional and calm manner and clearly has an excellent understanding of her subject. She has taken time to understand my needs and my changing circumstances especially as my husband that I had been with for 52 years died suddenly 4 years ago. Like Nigel before her, I feel that I can rely on Louise's advice and am confident that I can discuss all of my financial matters with her.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I have had excellent service from Louise and the team and know that if I have any questions that they will be dealt with promptly and efficiently.
Louise:
Hi Caralyn, Thank you so much for taking the time to leave me a review, its very kind of you!. It's lovely to hear that you feel that the move over from Nigel went smoothly. I look forward to continuing to work with you in the future. Best wishes LouiseReview
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for some expert advice
How has Louise Pickford helped you?
Louise has helped to invest our money wisely
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Louise:
Hi Dave, Thank you very much for leaving me a review and a 5 star one! It's really good to know that you value my advice. We all get a lot of emails, so I really do appreciate you taking the time to complete this. Kind regards and thank again! Louise