Laura's reviews
Reviewed for
Insurance and Protection ( 27 )
Mortgages ( 2 )
Pensions ( 42 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 17 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 42 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 9 )
£100k - £200k ( 5 )
£50k - 100k ( 6 )
Up to £50k ( 13 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Lancashire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed income insurance and Laura worked closely with me to find the perfect option for me.
How has Laura Duncan helped you?
She helped me understand everything I was unsure on explained it to me in detail and is extremely kind and helpful.
Have you seen the outcome you were hoping for?
Yes 1000%
What could they have done better?
Nothing
First impression
by a VouchedFor user
3 days ago
Overall
Please provide a brief comment about your experience with Laura
Laura spent a long time on her initial connsultation with me, discussing various options around retirememt planning. She was very thorough and took care to assess my overall financial position and future plans. I didn't feel pressured, in fact she advised me to take my time and consider all my options before moving forward. I found Laura to be very personable and easy to talk to.
Review
by a verified client in Lancashire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Concerns about pension funds given market volatility.
How has Laura Duncan helped you?
Laura's sorted out my pension moving it to a new platform and presenting a much more balanced approach to the management of risk. Laura also prompted us to think about making use of our savings, and we are now on the cusp of completing a house purchase where she's assisted with securing the mortgage offer.
Have you seen the outcome you were hoping for?
Yes, Laura has been a great help and very reassuring at all stages of the process.
First impression
by a VouchedFor user
6 days ago
Overall
Please provide a brief comment about your experience with Laura
Laura explained everything I needed to know and took her time to make sure I understood. Very knowledgeable.
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to find tax-efficient ways of saving and planning for my retirement.
How has Laura Duncan helped you?
Laura is really great - she takes the time to get to know you as am individual so she can understand your priorities. She’s really responsive and is always at the end of an email. Very knowledgeable about NHS pensions too.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing