Louise Fitzgerald

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

I was soon to reach 55 and wanted advice on how to access my small personal pension.

How has Louise Fitzgerald helped you?

Louise has helped me immensely. I had been putting it off as was unsure of what to do to be honest and Louise helped me through the different stages step by step without making me feel stupid or under pressure.

Have you seen the outcome you were hoping for?

Absolutely 100%

What could they have done better?

Nothing really. Everything was to my expectations

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

I have used Louise before for Pension transfers and contacted her again for advice on Retirement planning.

How has Louise Fitzgerald helped you?

Louise has a very professional approach and explained all my options for Retirement planning in the bespoke plan she had prepared for me. She made it easy to understand and answered all my questions.

Have you seen the outcome you were hoping for?

Yes I am pleased with the outcome

What could they have done better?

Nothing to be honest, I was very happy with the service I received and I would happily recommend my friends and family to Louise.

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

I wanted to talk to just one person who could help with advice on several aspects of financial planning.

How has Louise Fitzgerald helped you?

Louise has explained everything in layman's terms so that I understand clearly and is extremely patient in answering all my questions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing!

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

I was at retirement age and due to the changes experienced in my working life now had both DB and DC pensions. The question was what to do with these efficiently and effectively now that there is also greater pension freedom. A friend was an existing customer with an IFA that they were happy with and recommended. That's how I came to meet Louise.

How has Louise Fitzgerald helped you?

I find that Louise does listen carefully to what I'm saying and is quick to identify what is important to me and develop her understanding of my goals. In turn this helps me to turn my thoughts into strategies.

Have you seen the outcome you were hoping for?

The journey continues and we are making good progress. I expect to work with Louise for years to come.

What could they have done better?

I've recently bought an annuity due to it being good value for me (enhanced) at this time. It took a little longer to process than I had expected, probably for Louise too. However, value was delivered as set out. Something to remember for next time.

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

Advice on pensions

How has Louise Fitzgerald helped you?

Understood my pension needs always explains clearing, feel very confident about her advice. Very approachable & friendly

Have you seen the outcome you were hoping for?

Hopefully will

What could they have done better?

Nothing