Sophie's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 1 )
Pensions ( 35 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 17 )
Auto Enrolment ( 1 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 1 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 12 )
Financial Mentoring ( 4 )
Financial Coaching ( 3 )
( 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 North Yorkshire
2 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
2 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
Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first reached out to Sophie as I was heading towards my 55th Birthday and needed advice on a number of DC pensions that I had. Sophie has advised me on a range of pension related issues since then.
How has Sophie Lackie helped you?
She is proactive with her advice and helps me understand a range of options available to me.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
Nothing
Review
by a verified client in Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Due to health reasons my husband was wanting to take early retirement from his job and we needed to put into place some investments and gain advice on how we could financially afford to do this.
How has Sophie Lackie helped you?
She has given us the advice and guidance that we needed and delivered this advice in a professional but understandable way.
Have you seen the outcome you were hoping for?
At the moment we have seen the outcome we were hoping for but it is early days for some of our investments.
What could they have done better?
We have only been dealing with Sophie for just over a year and at the moment we are happy with the service she is providing for us.
Review
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Sophie Lackie helped you?
Clear, concise advise regarding my retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Everything as expected