Lottie's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 5 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 22 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 5 )
£100k - £200k ( 3 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required pension and financial, advice after divorce.
How has Lottie Kent helped you?
Lottie accessed my financial situation comprehensively, considering my immediate and long-term financial goals. Providing clear explanations and break downs of complex financial concepts into understandable terms were very helpful. Budgeting strategies, investment options. Pensions advice. The personalised financial plan Lottie developed for me provided a clear roadmap. In addition I had Lottie and her team helping me make informed decisions.
Have you seen the outcome you were hoping for?
Yes the outcome has been good to date.
What could they have done better?
Nothing to date
Lottie:
Dear Leigh, Thank you so much for taking the time to leave such a thoughtful and detailed review. It really means a great deal to both me and the team. I’m so pleased to hear that you’ve found our work together helpful, particularly during what must have been a challenging time following your divorce. Understanding your financial position, identifying your goals, and creating a clear, personalised plan has always been central to our approach. It’s lovely to know that you found the breakdown of complex topics into more manageable conversations useful, and that the guidance around pensions, budgeting, and investments has helped you feel more confident in your decisions. It’s also reassuring to hear that the outcome so far has been positive and that our regular catch-ups are working well for you. Thank you again for your kind words—and for recommending us to others. That trust is never taken for granted. Warm regards, Lottie KentReview
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I went to Lottie to consolidate my pensions and plan for the future.
How has Lottie Kent helped you?
Lottie is super helpful at all times and gives a personalised service.
Have you seen the outcome you were hoping for?
Yes it has been fantastic
What could they have done better?
Nothing - Lottie is a safe pair of hands
Lottie:
Thank you, Josu, for your kind review. It’s been a pleasure supporting you over the years, helping to consolidate your pensions and plan for the future. I’m so pleased to hear that you’ve found the service both helpful and personalised—that’s exactly what I strive to provide for every client. It’s also great to know that you feel completely confident in the progress we’ve made together and that everything has been clear and straightforward for you. Financial planning is about more than just the numbers; it’s about ensuring you feel secure and in control of your future, and I’m delighted that we’ve achieved that. I really appreciate your recommendations to others—it means a lot. As always, I’m here whenever you need anything, and I look forward to continuing to work with you in the years ahead.Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
we were getting close to retirement age and needed advice on our next steps regarding how to manage our finances
How has Lottie Kent helped you?
she talked us through all our choices available to us and has helped us both step by step to achieving our retirement goals
Have you seen the outcome you were hoping for?
we would have failed at achieving all that Lottie and her team have done for us we are very happy so far with all the advice we have received from Lottie and can see our investments increasing
What could they have done better?
We think so far everything has been done to achieve our goals, so no negative feedback
Lottie:
Dear Catherine, Thank you for taking the time to share your experience. It’s wonderful to hear that you feel everything has been done to help you achieve your retirement goals. Preparing for retirement is a significant milestone, and I’m so pleased that our step-by-step guidance has given you confidence in your financial future. It’s particularly rewarding to know that you’ve found our advice clear and easy to engage with. Ensuring you understand all your options is a key part of our approach, so I’m delighted this has been your experience. Seeing your investments grow and knowing you’re on track to enjoy retirement as planned is exactly the outcome we strive for with our clients. We look forward to continuing to work with you and and I truly appreciate your trust in our advice. Best wishes, Lottie KentReview
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help and advice to help make our money work for us, and look at long term financial planning for our retirement, and secure a future for our children.
How has Lottie Kent helped you?
Lottie has helped us to invest our money in a tax efficient way and we have seen positive growth over the last 5 years. She has not only helped us shape a healthy financial future by looking regularly at our financial circumstances and goals, but also has given us peace of mind that we are doing the right thing.
Have you seen the outcome you were hoping for?
Yes and more, we are 5 years into the process, and we are very happy with the growth we have achieved in both our pensions and investments.
Lottie:
Dear Michelle, Thank you for your thoughtful review. It’s fantastic to hear that over the past five years, you’ve been happy with the strong performance you have received in your pensions and investments and that our advice has given you both financial clarity and peace of mind. Long-term planning is all about ensuring financial security for you and your family, so we’re pleased to know you feel confident in the approach we’ve taken together. We always aim to provide tailored advice that evolves with your circumstances, and it’s great to hear that regular reviews have helped you stay on track towards your goals. Your trust and advocacy mean a lot to us, and we truly appreciate your recommendations. As always, we’re here whenever you need us. We look forward to continuing to support you and your family in the years ahead. Best regards, LottieReview
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had investments and money in pensions and did not know what to do with them to make them work harder. I needed assistance with it.
How has Lottie Kent helped you?
Always there when I need to speak to her about pensions and investments and I now feel much more comfortable knowing everything is in the right place and being looked after.
Have you seen the outcome you were hoping for?
Yes, I have. I have been pleased with the returns and the service I receive.
Lottie:
Dear John, Thank you for sharing your experience. It’s great to hear that you now feel much more comfortable with your pensions and investments, knowing they are in the right place and being well looked after. Providing clarity and confidence is at the heart of what we do, so we’re pleased to know that our ongoing support has made such a positive difference for you. It’s also reassuring to hear that you’ve been happy with both the service and the returns you’ve seen. Financial planning is an ongoing journey, and we’re committed to ensuring that your investments continue to align with your long-term goals. Your confidence in our advice and responsiveness means a lot, and we truly appreciate your support and recommendations. As always, if you ever have any questions or need further guidance, we’re here to help. Best regards, Lottie