Lauren Gifford

Lauren Gifford

Butler Toll Ltd

Lauren's reviews

Reviewed for

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 6 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 3 )

Financial Planning ( 5 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 2 )

£100k - £200k ( 2 )

Review

by a verified client in Worcestershire

23 days ago

Overall

Advice

Service

Value

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

This is a service that was part of a pension taken with an employer

How has Lauren Gifford helped you?

Lauren has been a good communicator and takes time to ensure i understand

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Northamptonshire

a month ago

Overall

Advice

Service

Value

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

A pal of Andy

How has Lauren Gifford helped you?

First class advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nowt.

Review

by a verified client in Gloucestershire

a month ago

Overall

Advice

Service

Value

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

I was approaching retirement and needed advice

How has Lauren Gifford helped you?

Gives me advice on withdrawing money or not

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Wiltshire

a month ago

Overall

Advice

Service

Value

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

Like many people who had been employed with multiple employers over my career, I had accumulated pension pots with many of those employers. Talking to a good friend who was at that time a client of Butler Toll, I decided to seek advice about consolidating my pensions with a company who had a solid track record of managing funds for their clients. I had a meeting with Andy Westall (sadly deceased) and I liked him and what he told me, so I became a client. Lauren Gifford has continued to manage my pension affairs with the same professionalism that has been the yardstick of all Butler Toll staff.

How has Lauren Gifford helped you?

Lauren has always been available to answer my queries and manage my requests in a friendly, timely manner.

Have you seen the outcome you were hoping for?

I have been extremely pleased with the financial results of the management of my pension fund.

What could they have done better?

Nothing

Review

by a verified client in South Yorkshire

2 months ago

Overall

Advice

Service

Value

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

I have used an advisor for many years, initially starting whist running my own business.

How has Lauren Gifford helped you?

Lauren has recently taken over my portfolio, having worked with my previous advisor. Following completion of some property development, Lauren has guided me through re-establishing the baseline of my investments and reviewing my financial risk profile.

Have you seen the outcome you were hoping for?

The initial outcome in terms of proposals look promising and all information supplied by Lauren has been timely and demonstrates an understanding of my situation and future needs.

What could they have done better?

I am very happy with all aspects of the current advisory role provided by Lauren.