Laura Spanton

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

We contacted Laura to help us understand the pensions we had in place and to plan when we could possible retire.

How has Laura Spanton helped you?

Laura has helped us by looking at all of our pensions and explaining what it meant to us and our future retirement plans. As we had both put into pensions from an early age and changed jobs a few times, we have several different pensions and no idea what it meant for our future plans and retirement options. She helped us to make sense of it all.

Have you seen the outcome you were hoping for?

The outcome was better than we had hoped for! We can retire earlier than we first thought!

What could they have done better?

Laura couldn't have done anything better.

This review is a follow-up review from a client who left a review previously.

How has Laura Spanton helped you since your last review?

Laura has worked hard on our behalf to ensure our insurance policies went through despite some complications.

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

We wanted advice on our pension, and to consider moving it to an advisor who would give us a greater degree of transparency over our options.

How has Laura Spanton helped you?

She has taken on the management of our pension, having given us clear, open and comprehensive advice.

Have you seen the outcome you were hoping for?

Yes. We are very happy that our pension will be both better managed and that we will have more understanding and control over the choices we are making.

What could they have done better?

Laura's advice exceeded my expectations (which were high anyway from what I had heard). She understood our needs, and spoke as an expert colleague, helping us to understand but neither patronising nor over our heads.

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

planning for retirement and inheritance tax advice

How has Laura Spanton helped you?

Laura has helped with planning for my retirement and advising on best options

Have you seen the outcome you were hoping for?

Yes very happy with products suggested

What could they have done better?

nothing at all!

This review is a follow-up review from a client who left a review previously.

How has Laura Spanton helped you since your last review?

Laura is always such a help to me and my husband’s life plans. She’s always at the end of the phone and happy to assist and our recent annual review was not only lovely to catch up, but look at adding to our pensions with Laura making suggestions and being flexible with what we wanted and needed to do