Lena's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 5 )
Up to £50k ( 1 )
Review
by a verified client in Leicestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of Financial circumstances
How has Lena Patel helped you?
Looking after our financial needs
Have you seen the outcome you were hoping for?
Not at the moment however this is due to the current market no fault of a Lena’s help and service
Review
by a verified client in Leicestershire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
retirement
How has Lena Patel helped you?
Lena has helped me understand my pension needs
Have you seen the outcome you were hoping for?
yes I have received a very good outcome
Repeat review
by a verified client in Leicestershire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Lena Patel helped you since your last review?
Yes
Repeat review
by a verified client in Leicestershire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Lena Patel helped you since your last review?
Continued to check that our financial plans match our needs and to assist with drawdown of funds.
Review
by a verified client in Leicestershire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed some financial advice
How has Lena Patel helped you?
She provided the information and services that I required.
Have you seen the outcome you were hoping for?
The outcome seems to be fine at the moment, bearing in mind the current national and I international situation.