Kate's reviews
Reviewed for
Insurance and Protection ( 10 )
Pensions ( 61 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 21 )
Inheritance Planning ( 17 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 46 )
Financial Mentoring ( 8 )
Financial Coaching ( 9 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 7 )
£100k - £200k ( 1 )
£50k - 100k ( 2 )
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 West Midlands
7 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I have been clients of Lucent Financial Planning for a number of years as we were looking for financial advice as we approached retirement. Kate has taken over our account for the last couple of years. Previous
How has Kate Evans helped you?
Kate has been very clear in understanding our specific needs, particularly in respect of Inheritance Tax issues and has provided excellent guidance and support.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Repeat review
by a verified client in West Midlands
7 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Evans helped you since your last review?
Kate continues to provide excellent advice to help us plan for the future.
Repeat review
by a verified client in Staffordshire
8 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Evans helped you since your last review?
My next review is in April
Review
by a verified client in West Midlands
8 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was in receipt of an inheritance that I wanted to invest appropriately.
How has Kate Evans helped you?
Providing advice on retirement cost planning and identifying appropriate investments.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, all great.
Repeat review
by a verified client in Warwickshire
8 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Kate Evans helped you since your last review?
Due to some health challenges - our circumstances have changed somewhat and how to handle our future requirements needed some clarification.