Susie's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 80 )
Retirement income (annuities, drawdown) ( 55 )
Auto Enrolment ( 1 )
Investments and Savings ( 57 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 38 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 43 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 30 )
£200k - £500k ( 14 )
£100k - £200k ( 4 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
19 days ago
Overall
Please provide a brief comment about your experience with Susie
I had a good introductory meeting with Susie to discuss my pension requirements and she gave me some good advice and insight which I will likely be taking to the next stage.
Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a long standing client. Needed help with pension plans
How has Susie Laws helped you?
Helpful on a number of topics and consolidating pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy with the outcomes
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement.
How has Susie Laws helped you?
Expert Advice.
Have you seen the outcome you were hoping for?
Yes we have.
Review
by a verified client in Surrey
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
John Milligan was our original FA 30 years ago. He introduced us to Fiducia and then to Susie.
How has Susie Laws helped you?
Clear concise advice. Very patient. All questions answered in terms we can understand!
Have you seen the outcome you were hoping for?
Yes. We think so.
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To manage my Invested Portfolio
How has Susie Laws helped you?
Always so professional.. knowledgeable and reassuring and can be fully trusted
Have you seen the outcome you were hoping for?
Always ongoing ..
What could they have done better?
Am satisfied with the present advice given