Liz Tuccy

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

pension and investment

How has Liz Tuccy helped you?

Thorough and comprehensive information

Have you seen the outcome you were hoping for?

Not as yet

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

Recommended by a friend

How has Liz Tuccy helped you?

Leverage tax

Have you seen the outcome you were hoping for?

Yes

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

I wanted to consolidate my pensions into one manageable pot.

How has Liz Tuccy helped you?

Liz helped, by giving me good and honest advise on whether I was able to retire on the pension pot I had available to me. She has always been there to help with anything I am not sure about concerning financial matters.

Have you seen the outcome you were hoping for?

I am more than happy with the outcome of my retirement plan.

What could they have done better?

I can`t think of anything Liz could have done better, because she seems to put 100% into any help I need.

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

How has Liz Tuccy helped you since your last review?

As always Liz gives me the best advice to suit my circumstances. She makes sure I understand her advice and is always available if I need to speak to her.

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

How has Liz Tuccy helped you since your last review?

Liz has kept me advised of how my investment has been performing. She has always been there for help and advice when it comes to money matters, and is someone I feel I can trust implicitly.