Susie's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 1 )
Pensions ( 63 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 1 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 25 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 31 )
Reviewers' assets
£500k+ ( 20 )
£200k - £500k ( 10 )
£100k - £200k ( 4 )
( 1 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
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?
Updating our will led us to consider appointing a financial advisor.
How has Susie Laws helped you?
Susie has provided clear, structured advice and helped us to see and understand what we need to do now and in the future.
Have you seen the outcome you were hoping for?
So far, so good....
What could they have done better?
I don't think Susie could have done better. She has provided us with a first-class service.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To plan my long term investments with a view to maximising my retirement income
How has Susie Laws helped you?
Susie has given me sound advice over the years and i have now retired with a secure retirement income which more than covers the needs of me and my wife Susie has also provide sound advice on inheritance tax planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing to add. I have been provided with a comprehensive and professional service
Review
by a verified client in Suffolk
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing my private pension
How has Susie Laws helped you?
Given me excellent advice and helped me to plan my finances at retirement which is on going advice to make sure I am making the most of my pension.
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
I am very happy with their advice and do not think they need to improve anything for me.
Review
by a verified client in Essex
2 months 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
2 months 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.