David Lawrance

Review from verified client

May, 2024

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

Pension advice

How has David Lawrance helped you?

He has advised me on my pension now and going forward

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2024

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

Pension advice

How has David Lawrance helped you?

Has guided me to a successful conclusion

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2024

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

Approaching retirement

How has David Lawrance helped you?

David advised and assisted me prior to my retirement and advised on and after regarding pension and finance.

Have you seen the outcome you were hoping for?

Yes I took advice and I am satisfied with my future plans.

What could they have done better?

I genuinely have no reason to be disappointed with any aspect.

Review from verified client

March, 2024

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

It was to discuss my pension and my future plans

How has David Lawrance helped you?

David was very knowledgeable and helpful in explaining my pension and advising my of my options

Have you seen the outcome you were hoping for?

I have the outcome I wanted and David keeps in contact advising me where I am going with my pension and keeping me informed on my future options

What could they have done better?

David has been very helpful and informative I don’t think he could do anything better and I’m very appreciative of his professional attitude

Review from verified client

February, 2024

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

My pension had matured and wanted advice on what options were available to me

How has David Lawrance helped you?

David lawrance gave me clear and sound advice in a friendly manner which was easy to understand

Have you seen the outcome you were hoping for?

As far as I know, yes

What could they have done better?

Nothing could have been done better, very satisfied

Review from verified client

February, 2024

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

Looking to drawdown on my pension.

How has David Lawrance helped you?

Gave good and precise advise. Time lines that i was advised about were spot on, as were charges and what to exspect.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2024

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

I wanted to move my final salary pension from my employer’s scheme to a personal one. David was recommended to me by a colleague who had just transferred his FS pension.

How has David Lawrance helped you?

David went through all the details on transferring my pension and worked with a Pension Transfer Specialist to provide me with a proposal and help me through the transfer.

Have you seen the outcome you were hoping for?

Yes, I’m very happy with the Prudential personal plan that I now have. I’ve also opted for ongoing support and advice from David.

Review from verified client

January, 2024

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

I have just started my retirement

How has David Lawrance helped you?

David has helped me through my pension

Have you seen the outcome you were hoping for?

Not as yet but very soon

What could they have done better?

I don't think any think could have been better

Review from verified client

January, 2024

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

I needed to speak with someone to explain my options with regard to my pension.

How has David Lawrance helped you?

Explaining my options and discussing options available to me at this time.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2023

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

Consider my income

How has David Lawrance helped you?

Yes, easy to talk to, listens very well, patient, happy to go over information

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2023

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

Many pensions from various jobs and didn’t understand how it all works

How has David Lawrance helped you?

He has made things much clearer with his advise so I can make decisions about my future life

Have you seen the outcome you were hoping for?

Yes I can now plan and understand what I want to do in the future

What could they have done better?

Nothing

Review from verified client

October, 2023

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

Pension fund release and life insurance

How has David Lawrance helped you?

David has given us good sound advice pointing out all the positive and the negatives.

Have you seen the outcome you were hoping for?

Yes we have and we're very happy with the outcome.David has made the process very easy.

What could they have done better?

Nothing.David has kept us very well Informed through the process.

Review from verified client

September, 2023

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

I wanted to transfer and consolidate my pensions.

How has David Lawrance helped you?

David guided me through the process and provided practical/valuable advice.

Have you seen the outcome you were hoping for?

Fully achieved the end-result and met my expectations.

What could they have done better?

Nothing better that was under David's direct control.

Review from verified client

September, 2023

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

My pension had matured.

How has David Lawrance helped you?

David initially guided me through my options regarding my mature pension. With his excellence, I was able to make the right choices for me. I continue to receive an ongoing exceptional service from David, who takes time to explain everything in an easy way that I can understand.

Have you seen the outcome you were hoping for?

The outcome exceeded my expectations

What could they have done better?

I couldn't ask for anymore

Review from verified client

September, 2023

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

I wanted to withdraw a lump sum from my pension on reaching 55

How has David Lawrance helped you?

David fully explained the process to me and answered any queries I had regarding my pension and withdrawing a cash sum, he also helped me set up a new pension.

Have you seen the outcome you were hoping for?

Yes,I’m very happy.

What could they have done better?

Can’t think of anything.

Review from verified client

September, 2023

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

David was assigned to me by the prudential.

How has David Lawrance helped you?

David is far better that my first advisor, he listens to what you need and want, and then helps you make the best informed decisions.

Have you seen the outcome you were hoping for?

Yes, all on track.

What could they have done better?

Yes, if that was what I wanted but I'm happy as I am.

Review from verified client

August, 2023

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

Deciding on my pension options

How has David Lawrance helped you?

Helped me to understand my options and come to a decision that works for me financially

Have you seen the outcome you were hoping for?

Not just yet due to time frames of legal matters

What could they have done better?

Nothing

Review from verified client

July, 2023

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

Firstly I accessed David through the Pru and he has been a great advisor and I instantly took to his calm and very professional manner. His knowledge of pension processing and the rules are exceptional.

How has David Lawrance helped you?

David has been crucial in advising on draw down and is know looking after my portfolio.

Have you seen the outcome you were hoping for?

Yes everything and extremely happy

What could they have done better?

Nothing at all exceptionally brilliant at what he does.

Review from verified client

July, 2023

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

I had a pension with Prudential and needed advice.

How has David Lawrance helped you?

He has helped me with planning my fire pension and with a withdrawal and consolidating my two pensions in to one .

Have you seen the outcome you were hoping for?

Yes he was excellent and I got what I needed

What could they have done better?

Nothing he is a very good genuine and honest advisor I couldnt have asked for anyone better.

Review from verified client

July, 2023

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

We were advised to use David through the prudential with regard to advice about my husbands pension.

How has David Lawrance helped you?

David has been very helpful in guiding us through the minefields of pension information and what our next steps are. This was for my husbands pension. When I reach the point of sorting through mine, I will definitely use David again.

Have you seen the outcome you were hoping for?

Most definitely. Couldn’t be happier.

What could they have done better?

Nothing. Tip top advice.

Review from verified client

July, 2023

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

Transfer of pension to private pension.

How has David Lawrance helped you?

David and I discussed many options understanding the risks , tax efficiency and charges and returns.

Have you seen the outcome you were hoping for?

Yes generally considering the general pensions performance.

What could they have done better?

Not a lot really all good.

Review from verified client

July, 2023

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

As I have reached retirement age I needed advice on how to deal with my Prudential private pension.

How has David Lawrance helped you?

David is knowledgeable regarding the finances I needed to discuss. He contacted me at the times that he said he would and gave good and clear advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

July, 2023

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

My parents use him

How has David Lawrance helped you?

To get a pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2023

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

Was looking to retire at 55 if I could afford to with my works pension. David showed me option that were available to me in transferring my works pension for long term security and investment .

How has David Lawrance helped you?

David has proved to be knowledgeable, punctual and trustworthy. He is always quick to answer my questions and responds in a clear and understandable way.

Have you seen the outcome you were hoping for?

Simply put ,yes ! Even with the effects of COVID on my investments and the global troubles, I’m still seeing a positive growth even after a monthly drawdown.

What could they have done better?

To be honest nothing comes to mind at all

Review from verified client

June, 2023

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

Maturity of a pension plan

How has David Lawrance helped you?

With detailed and thorough advise from the start David has helped me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

David could not have done anything better and would definitely recommend

Review from verified client

June, 2023

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

My company stopped our final salary pension scheme, so I wanted to invest it away, especially as I don't have a natural next of kin

How has David Lawrance helped you?

David got involved from the outset, and was highly recommend by work colleagues who were already using his services. He has been continually involved, always available, up to and including my planning of drawdown

Have you seen the outcome you were hoping for?

Yes, both financially, and regarding service and advice

What could they have done better?

I cannot think of any area where David could have improved the service I have had from himself or his business