Louise's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 59 )

Retirement income (annuities, drawdown) ( 47 )

Investments and Savings ( 41 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 26 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 38 )

Financial Mentoring ( 7 )

Financial Coaching ( 2 )

Reviewers' assets

£500k+ ( 13 )

£200k - £500k ( 14 )

£100k - £200k ( 4 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Review

by a verified client in Cheshire

23 days ago

Overall

Advice

Service

Value

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

Needed to plan retirement

How has Louise Pickford helped you?

Difficult to put into words. Louise has been amazing and made the transition from working to retirement stress free. We really can't thank Louise enough for everything she has done. She's become a friend who not only advises but is able to bring it to my level with out making me feel stupid. If I could give 10 * I would

Have you seen the outcome you were hoping for?

Extremely happy with the out come

What could they have done better?

Absolutely nothing

Louise:

Hi Dave, Thank you so much for taking the time to leave me such a positive review. It's been a absolute pleasure getting to know both of you. I very much look forward to working with you for many years to come. Best wishes Louise
Review

by a verified client in Merseyside

a month ago

Overall

Advice

Service

Value

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

I need simple and careful guidance of all aspects of finance.

How has Louise Pickford helped you?

I have only just met Louise who has taken over from Janine but I feel from our first meeting and consequent emails that sound financial guidance will continue.

Have you seen the outcome you were hoping for?

Yes, as the returns from the investments seem excellent.

Louise:

Hi Pat, I just wanted to pass on my thanks to you for taking the time to leave a review. It's really important for me to read your comments and feedback. I look forward to working with you going forward. 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?

Managing a private pension and associated investments.

How has Louise Pickford helped you?

Very knowledgeable in the financial area. Sound advice and always does what we agreed in a timely manner. Personable and a pleasure to work with.

Have you seen the outcome you were hoping for?

Investments working very well. We have total confidence in the advice provided which gives great peace of mind in these uncertain times.

What could they have done better?

All advice and support has been top notch, nothing else needed.

Louise:

Hi Nigel, Thank you very much for taking the time to leave me a review. It's been really great getting to know you both and I really look forward to working with you both for years to come! Best wishes Louise
Review

by a verified client in Nottinghamshire

a month ago

Overall

Advice

Service

Value

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

Didn’t know enough about finances/savings and needed advice.

How has Louise Pickford helped you?

Louise has given me straight forward advice, giving good options, and recommendations.

Have you seen the outcome you were hoping for?

Yes

Louise:

Hi Sue, Thank you very much for taking the time to leave me a review. It's been lovely getting to know you and your family and I look forward to working with you for many years to come! Best wishes Louise
Review

by a verified client in Nottinghamshire

a month ago

Overall

Advice

Service

Value

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

Wanted advice on financial planning for the future

How has Louise Pickford helped you?

Good , sensible and straight forward advice

Have you seen the outcome you were hoping for?

Yes

Louise:

Hi Neil, I just wanted to pass on my thanks for leaving me such a wonderful review. It's very much appreciated and it is important for me to understand your thoughts and comments. Best wishes Louise