Lorraine's reviews
Reviewed for
Insurance and Protection ( 12 )
Mortgages ( 4 )
Pensions ( 95 )
Retirement income (annuities, drawdown) ( 43 )
Investments and Savings ( 86 )
Pension Transfers - Non Specialist ( 28 )
Inheritance Planning ( 38 )
Long Term Care ( 17 )
Pension Transfers - Specialist ( 23 )
Financial Planning ( 54 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 29 )
£200k - £500k ( 17 )
£100k - £200k ( 12 )
Up to £50k ( 6 )
£50k - 100k ( 5 )
Review
by a verified client in Buckinghamshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
IHT planning following the death of my husband
How has Lorraine Sellwood helped you?
Advising me and setting up Trusts
Have you seen the outcome you were hoping for?
After one year yes
What could they have done better?
Unable to comment
Review
by a verified client in Berkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing retirement with an inheritance to invest
How has Lorraine Sellwood helped you?
Planned our retirement and advised on our savings and investments.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Lorraine Sellwood helped you?
The value of our portfolio has increased
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Proactively make an appointment for the annual review.
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were in need of advice regarding private pensions and retirement planning
How has Lorraine Sellwood helped you?
Lorraine has been excellent in helping us to understand our options, and setting up the necessary plans to ensure we get the best return on our investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We had been very happy with all of the service received from Lorraine and honestly couldn’t think of areas for improvement
Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My mother suffered from dementia so the family needed help with financial planning for her future.
How has Lorraine Sellwood helped you?
Lorraine helped with initial advice on services available and how best to manage assets for potentially uncertain outcomes. We have been very happy and reassured with her advice over the last 8 years.
Have you seen the outcome you were hoping for?
Due mainly to the COVID pandemic my mother was cared for in Ireland by her daughter so long term care was not required. However Lorraine advised and assisted with investment of funds from a property sale. After she passed away remaining funds were made available to family. Overall the outcome was satisfactory for the family.
What could they have done better?
In the early years the frequency of management reviews was not good. We were new to investment management and worried about the safety of funds so this could have been better.