Ian's reviews
Reviewed for
Insurance and Protection ( 20 )
Mortgages ( 24 )
Pensions ( 57 )
Retirement income (annuities, drawdown) ( 39 )
Auto Enrolment ( 1 )
Investments and Savings ( 77 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 12 )
Long Term Care ( 14 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 35 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 13 )
£100k - £200k ( 9 )
Up to £50k ( 18 )
£50k - 100k ( 18 )
Review
by a verified client in Warwickshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ian was recommended to us following a family bereavement and subsequent inheritance.
How has Ian Laker helped you?
Ian has always provided good advice. Having got to know us he is aware of our values and what is important so his advice is pertinent and appropriate.
Have you seen the outcome you were hoping for?
Yes - our investments have grown.
Review
by a verified client in Warwickshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was looking for a reliable and trustworthy person
How has Ian Laker helped you?
Consistent advise - balanced with no bias
Have you seen the outcome you were hoping for?
Yes - retirement plans are looking balanced
What could they have done better?
Nothing - the advice was balanced and right for the time and met our needs
Review
by a verified client in Shropshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Reaching 60 & receiving a work pension. Needed advice & guidance to the options available to me.
How has Ian Laker helped you?
Ian has helped with investments, savings & with my will. Reassuring me with the prospect of a house move & reviewing my pension. The annual reviews are a welcome look at savings & investments, Ian's knowledge is very much appreciated.
Have you seen the outcome you were hoping for?
Yes, I feel I would not have moved house, made any investments or sorted out my pensions without Ian's help, assistance & guidance.
What could they have done better?
I would not change anything, nothing could be better.
Review
by a verified client in Shropshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice and reassurance about a house move also pension and saving advice.
How has Ian Laker helped you?
He has helped to make the most of my savings and pension - consolidating my pensions. Given advice to have tax free money from my pension.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - very happy with advice. Could not have done any of these things without his help and knowledge.
Review
by a verified client in Staffordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To obtain specialists advice and experience to assist with my future retirement plans
How has Ian Laker helped you?
Always monitored performance of my pension plans and offering advice and adjustments, where necessary
Have you seen the outcome you were hoping for?
In simple terms yes and more.
What could they have done better?
Everything is working out just fine.