Susie Laws

Susie Laws

Fiducia Wealth Management

Susie's reviews

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 1 )

Pensions ( 61 )

Retirement income (annuities, drawdown) ( 36 )

Auto Enrolment ( 1 )

Investments and Savings ( 42 )

Pension Transfers - Non Specialist ( 13 )

Inheritance Planning ( 23 )

Long Term Care ( 7 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 29 )

Reviewers' assets

£500k+ ( 19 )

£200k - £500k ( 10 )

£100k - £200k ( 3 )

( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

Review

by a verified client in Essex

6 days ago

Overall

Advice

Service

Value

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

To review my various company pension pots and consolidate if possible and financially viable.

How has Susie Laws helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Without a crystal ball, not much more.

Review

by a verified client in Essex

10 days ago

Overall

Advice

Service

Value

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

Susie was already our advisor but my wife's retirement led us to seek advice on retirement income.

How has Susie Laws helped you?

Consolidation of all pension pots with a single provider. Advice on method of receiving retirement income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Speed of pension consolidation is unfortunately dependent on the transferring scheme.

First impression

by a VouchedFor user

15 days ago

Overall

Please provide a brief comment about your experience with Susie

We have been discussing investment options for my mother

Review

by a verified client in Essex

a month ago

Overall

Advice

Service

Value

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

recommendation

How has Susie Laws helped you?

annual advice & portfolio review

Have you seen the outcome you were hoping for?

yes

Review

by a verified client in Suffolk

3 months ago

Overall

Advice

Service

Value

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

I need good advice with financial planning

How has Susie Laws helped you?

With regular updates and suggestions for retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing