Laura's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 6 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 4 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 3 )
Reviewers' assets
£200k - £500k ( 1 )
£100k - £200k ( 3 )
Up to £50k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed some advice on pensions as I had a sum of money in a money purchase scheme which I needed to invest.
How has Laura Whitehead helped you?
Laura has helped with the setting up of an ISA with a post retirement portfolio
Have you seen the outcome you were hoping for?
Gradually
What could they have done better?
Nothing,Laura explained things carefully to me and the reasons for the choices made so I was happy with things. She was very pleasant to deal with and appears to be very efficient and a pleasure to deal with.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Laura
Laura was prompt to answer my enquiry, friendly, knowledgeable and put the information across i could easily understand. I would recommend to my friends and family.
Review
by a verified client in Surrey
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a new home and wanted advice on which would be the best mortgage to choose for me.
How has Laura Whitehead helped you?
Laura was absolutely incredible from start to finish. Nothing was too much trouble—she responded very quickly to every query, making the whole process smooth and straightforward. She was an absolute pleasure to deal with, always patient and offering clear, helpful advice. Her support truly made all the difference!
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To improve pension / financial performance
How has Laura Whitehead helped you?
Laura's expertise was excellent, very knowledgeable with a friendly approach and quick to respond.
Have you seen the outcome you were hoping for?
Hopefully, but time will tell
What could they have done better?
Rates were higher than anticipated.
First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Laura
My partner and I have been so worried about our pensions, we knew they were low because of how long we were training for our profession and then being self employed. We had no idea how to plan our business goals to help with our pension, we didn’t know how much we would need. Laura took us through our options, she asked us how we would like to be living in our retirement and then plotted our graph to show us what we would need to be putting away. We are so pleased that we now have a goal. Being unclear on our pension had been feeling overwhelming for a long time, it feels like such a relief to have a plan. Thank you Laura!