Louise Fitzgerald

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

I wanted to understand how I could take cash out of an old work place pension.

How has Louise Fitzgerald helped you?

Louise helped me by transferring one old work pension into a larger one so that I could withdraw a cash lump sum. Louise did all of this on my behalf and explained everything along the way.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

They did it really well, no improvements needed.

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

Advise

How has Louise Fitzgerald helped you?

3 months

Have you seen the outcome you were hoping for?

To soon to say

What could they have done better?

I am happy with the advice given

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

I wanted to take more control over my savings.

How has Louise Fitzgerald helped you?

Louise gave me the knowledge and confidence I needed to take the leap into investments.

Have you seen the outcome you were hoping for?

It's looking good so far.

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

My wife and I had both recently retired and we had a sum of money to invest.

How has Louise Fitzgerald helped you?

Louise understood our needs and put together an investment plan that meets our requirements. And we will review my work pension later this year to make sure it's providing the best return.

Have you seen the outcome you were hoping for?

To early to say (it's been less than a month). But we're confident we will see the desired outcome.

What could they have done better?

Nothing at the moment.

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

Where and how best to invest my savings.

How has Louise Fitzgerald helped you?

After being recommended Louise by my former financial adviser, Louise's expertise help me to get a handle on the various options available to me for investing my money in the most effective way possible. Louise was very quick, responsive and deeply knowledgeable on the various options best suited to me. I feel confident and safe relying on her service.

Have you seen the outcome you were hoping for?

Yes, already I have had some fruitful winnings on my investments.

What could they have done better?

So far I am fully satisfied with Louises service and advise.