Louise Worden

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

The purpose was to be as efficient with my savings as possible and maximise long term returns.

How has Louise Worden helped you?

Louise has helped with everything from maximising returns on investments, overall long term strategy with funds and pensions, mortgage repayment strategy etc.

Have you seen the outcome you were hoping for?

Considering the volatility in the markets due to the 2008 financial collapse, Brexit, Covid 19, war in Ukraine etc. it has been a difficult time and I have always been very impressed how it has been managed.

What could they have done better?

Nothing, in my opinion.

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

I needed advice on my pension and was looking for a local adviser with a personal and friendly experience which I found with Louise Worden

How has Louise Worden helped you?

I had a longe conversation about the best way to invest my money, giving advice on different ways that I could invest for the future

Have you seen the outcome you were hoping for?

I was very happy with the outcome

What could they have done better?

II believe I got the best outcome for that time and have no regrets

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

We had a lump sum of savings from inheritance. My parents used Louise for their financial dealings and were impressed with the service given, so we followed their example.

How has Louise Worden helped you?

She has understood our needs and aims and has advised us accordingly.

Have you seen the outcome you were hoping for?

Broadly speaking yes, given the market scenarios.

What could they have done better?

None really given the level of risk we wished to undertake

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

I had multiple pensions, from various employers, and was looking for advice as to the best way to consolidate them.

How has Louise Worden helped you?

Louise has provided excellent advice and recommendations for the best way to make our pensions and savings produce the best results for our needs. Louise has taken our wishes, in regard to risk, and has produced plans to give us an income that supports the lifestyle we wish to pursue both today and in the future.

Have you seen the outcome you were hoping for?

We have been extremely happy with the performance of our investments following Louise's advice.

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

To manage IHT planning

How has Louise Worden helped you?

By giving excellent advice

Have you seen the outcome you were hoping for?

Yes