Lauren Tudor

What were the circumstances that caused you to initially look for an adviser?

I think as a couple, my husband and I we are approaching a time of financial change in that we will be in receipt of private pensions in the near future and we’re not sure of the best way of managing our future finances.

How has Lauren Tudor helped you?

Lauren was very approachable and knowledgeable in her field. She explained things in a very understandable way and showed us various options for the future.

Have you seen the outcome you were hoping for?

Yes, I feel I have a greater awareness of the importance of being financially aware and the possibilities available for retirement income.

What could they have done better?

Nothing, Lauren was excellent at guiding us.

What were the circumstances that caused you to initially look for an adviser?

We have a new thriving business, savings mounting up, kids, and looking to the future we felt we needed to invest our money, but were starting to get confused by friends/ families advice.

How has Lauren Tudor helped you?

Lauren listened, and applied in a way that was cautious to settle my nerves, but assertive enough to feed my husbands desire to invest. She talked us through many options, giving us the pro's and con's to all avenues.

Have you seen the outcome you were hoping for?

We are in the early stages of the pension and savings, so can not physically see anything yet, however I am quietly confident with the support of Lauren we will get where we want to be.

What could they have done better?

Nothing, I have enjoyed our visits, and now feel confident for our future.

What were the circumstances that caused you to initially look for an adviser?

We were facing retirement and wanted to review our current pensions and establish if we could do better to prepare for the future.

How has Lauren Tudor helped you?

Lauren was fabulous and helped us to see where our priorities should be and how to optimise our future retirement funds. She made us feel confident and that the best people are taking care of our funds.

Have you seen the outcome you were hoping for?

Absolutely. Better than expected.

What could they have done better?

Nothing.

What were the circumstances that caused you to initially look for an adviser?

Recommendation through work place pension.

How has Lauren Tudor helped you?

Had initial consult and the first yearly review, Lauren is always friendly approachable and very knowledgeable.

Have you seen the outcome you were hoping for?

Yes, building my pension slowly but surely, Lauren has recommended changing to a different investment pot to promote growth.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Ongoing advice and guidance

How has Lauren Tudor helped you?

As above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A