Laura's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 2 )
Pensions ( 18 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 2 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
£50k - 100k ( 4 )
Review
by a verified client in Worcestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initial sale of property many years ago and now advice on private pension
How has Laura Evans helped you?
With her knowledge she advised how the pension pot may grow and other areas regarding our leasehold property
Have you seen the outcome you were hoping for?
Very pleased with all her advice and guidance
Laura:
Thanks so much for the wonderful review Maureen. I look forward to seeing you both soon!Review
by a verified client in Shropshire
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A recommendation from my tax advisor led me to Laura to ensure I received specialist pension advice on what I could and couldn’t do to maximise my pension pot .
How has Laura Evans helped you?
Firstly to improve my understanding of the Pension Life Time Allowance pre and post April 2024 and the permitted tax free amount post April 6th 2024 obtaining the new Transitional Tax-Free Amount Certificate from my pension provider.
Have you seen the outcome you were hoping for?
Absolutely, without Laura’s guidance I would have not known about the Certificate or how to request it to ensure my interests are protected and maximise my legitimate tax free amount ..which I have now achieved.
What could they have done better?
Nothing..politicians talk about securing Confidence and Trust well Laura personifies Confidence and Trust.
Laura:
Thank you for the lovely review and feedback Paul, its much appreciated!Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally mortgage, and then pensions and savings
How has Laura Evans helped you?
Honest independent advice
Have you seen the outcome you were hoping for?
Pretty much
What could they have done better?
More face to face meetings, but that is partly my fault.
Laura:
Thanks so much for the feedback Craig, hopefully we can catch up soon.Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To make the most of my pension as it grows
How has Laura Evans helped you?
Always helpful with advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Laura:
Thank you for a lovely review Neil, your feedback is much appreciated!Review
by a verified client in Worcestershire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had a total fire and needed expert advice with dealing with SIPP Pension issue
How has Laura Evans helped you?
Yes Laura really helped with the the complex situation
Have you seen the outcome you were hoping for?
Yes laura was very professional throughout
Laura:
Thanks for the lovely review Chris, the kind feedback is much appreciated.