Sophie's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 1 )
Pensions ( 37 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 20 )
Auto Enrolment ( 1 )
Investments and Savings ( 31 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 2 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 15 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
Up to £50k ( 8 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sophie has been my trusted advisor for a number of years and has helped my transition from being a director of a company to an employee and all that involves pension moving and planning
How has Sophie Lackie helped you?
Been a lifesaver. Sophie takes it back to basics she listens to what you want and really listens
Have you seen the outcome you were hoping for?
Every year Sophie reviews the previous year and shows her rationale behind those decisions as well as planning for my future like she was planning her own future
What could they have done better?
Nothing apart from find me about of gold
Review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and pension plans
How has Sophie Lackie helped you?
With sound advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not much
Review
by a verified client in Denbighshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Highly complimentary recommendation from a long term investor with Sophie
How has Sophie Lackie helped you?
Consolidated our finances efficiently and in a manner that we understand
Have you seen the outcome you were hoping for?
Yes, so far in the short time we have been using Sophie's services
What could they have done better?
Nothing
Review
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wealth investment
How has Sophie Lackie helped you?
Since being supported by Sophie we have felt more involved and we get provided with information that we can understand
Have you seen the outcome you were hoping for?
So far yes
What could they have done better?
Nothing yet
Review
by a verified client in Yorkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being self employed I had no pension lined up
How has Sophie Lackie helped you?
Sophie went through what I’d need for retirement to live the life I wanted. I had to start saving fast as I was coming upto 40. I felt I could tell Sophie anything about my finances and felt that she wasn’t judgmental.
Have you seen the outcome you were hoping for?
Yes, it’s increasing nicely
What could they have done better?
Nothing