Louise Fitzgerald

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.

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

With the cost of living going one way, we tend to keep a closer eye on finances. I was looking for advice and reassurance about future planning.

How has Louise Fitzgerald helped you?

Louise set me on the path of pension consolidation and taught me to manage a regular investment mindset.

Have you seen the outcome you were hoping for?

So far, so good!

Please provide a brief comment about your experience with Louise

Louise has always been very helpful in directing me to information needed for me to support my clients, plus she's even helped my family manage their trust funds. She is always friendly helpful and efficient.

Please provide a brief comment about your experience with Louise

Thank you for meeting with us yesterday - you were very informative and gave us things to think about.

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

Advice to invest

How has Louise Fitzgerald helped you?

Discussed options and advised as to best poduct

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing