Lisa Calvert

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

I had a number of pensions, with variable returns, that I wanted to consolidate and achieve an acceptable rate of return on my investments. Lisa has managed this transition with clear direction and explanation of options.

How has Lisa Calvert helped you?

At a pivotal time in my working life, Lisa's advice and guidance for my future retirement plans have been invaluable and have given me confidence to plan my transition to retirement.

Have you seen the outcome you were hoping for?

Absolutely! And more! My fund continues to deliver and I am very satisfied with the continued advice and guidance offered by Lisa

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

I had multiple pensions from various jobs and wanted to consolidate, and also move to a provider that gave me more flexibility

How has Lisa Calvert helped you?

Lisa managed the whole process for me, obtaining valuations from my existing pension providers and completing the mountains of paperwork. Once transferred Lisa provides support and advice for managing my pension, inheritance tax planning, amongst other things.

Have you seen the outcome you were hoping for?

Absolutely, the process went smoothly, and investment performance since transfer has been excellent.

What could they have done better?

Nothing comes to mind.

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

Financial planning, inheritance planning, retirement advice / decision making

How has Lisa Calvert helped you?

Lisa talked us through the options available to us at retirement age. We discussed the benefits of contributions in the final working years alongside a range of retirement ages. Enabling us to envisage the future and how we can best plan

Have you seen the outcome you were hoping for?

Absolutely - we were pleasantly surprised with the lifestyle our pension can afford us and that we can support the next generation, financially at the same time. We feel very satisfied and confident in the path our pension is on

What could they have done better?

Lisa’s advice and mentoring has brought us to the point we wanted to reach - extremely happy with her service

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

the need to be getting advice from one source for my various family finances

How has Lisa Calvert helped you?

Lisa, with her prenominal memory for details, has been keeping my various investments and planning on track. She has also assisted several of my friends with their various requirements.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I really can't think of anything. She is a good communicator, very reliable when it comes to calls and appointments, always follows up with details of what has been discussed in a clear and easy to understand way.

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

I had recently separated and going through a divorce and needed some independent advice. Particularly after my financial settlement.

How has Lisa Calvert helped you?

Lisa was absolutely amazing at helping me make sense of how to extract my joint pension funds following my divorce. She also helped me with my income planning for the future.

Have you seen the outcome you were hoping for?

Yes most definitely. I now feel confident and understand my financial situation.