Lucy's reviews
Reviewed for
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Financial Planning ( 8 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
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 Monmouthshire
a month 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 didn't but was transferred to Perspective
How has Lucy Phillips helped you?
Very nice person and explained everything in detail
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Signage to building Indication of the length of meeting
Lucy:
Thank you so much for your kind review. I am glad you found the meeting helpful and you found my explanations clear and detailed!First impression
by a VouchedFor user
3 months ago
This review was gathered whilst the adviser was at a different firm.
Overall
Please provide a brief comment about your experience with Lucy
Lucy was patient and kind, taking the time to explain things well and answer all of my questions without making me feel foolish for asking them.
Lucy:
Thank you so much for your lovely review! I am so pleased you found our meeting useful and you got all your questions answered in way that made sense to you. Looking forward to continuing to work with you and help you meet your goals and I'm glad you couldn't be clearer on what I can do to help you reach them!Review
by a verified client in Cardiff
3 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?
Savings and investment advice
How has Lucy Phillips helped you?
A very informative first review
Have you seen the outcome you were hoping for?
Too early to comment
What could they have done better?
Nothing
Lucy:
Thank you for your lovely review. I'm so pleased you feel it was an informative first review and there is nothing I could have done better. I'm looking forward to continuing to work with you to ensure you remain on track to meet your objectives!Review
by a verified client in Cardiff
3 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?
Initially I required advice regarding my Pensions with another firm.
How has Lucy Phillips helped you?
Lucy's company have recently acquired my original firm and she is now reviewing my requirements.
Have you seen the outcome you were hoping for?
I have only just had my first meeting with Lucy but the review went well.
What could they have done better?
Nothing
Lucy:
Thank you very much for your kind review! I'm so pleased you found the advice clear and helpful and that you are on track to meet your objectives. I'm also very pleased you would recommend me to anyone who expressed a need for financial advice. I'm looking forward to continuing to help you meet your objectives!Review
by a verified client in Bridgend
4 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 husband had previously used a financial adviser and as I am widowed I needed to continue this service.
How has Lucy Phillips helped you?
Explained issues around managing my resources effectively and clearly.
Have you seen the outcome you were hoping for?
As this was my first meeting with Lucy I am not yet able to answer this
What could they have done better?
Nothing.
Lucy:
Thank you very much for your very kind feedback, I am so pleased you found my explanations and financial planning clear and helpful!