Lucy Guinness

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

Given the uncertainty around a possible reduction of the tax free pension withdrawal amount, I decided to seek the advise of an IFA to understand what my early retirement options might be.

How has Lucy Guinness helped you?

Discussing my personal situation with Lucy, really helped me clarify in my mind what the different options open to me were with respect to early retirement. I found that Lucy listened carefully to the details I provided and easily clarified any questions that I had, offering guidance where appropriate to do so.

Have you seen the outcome you were hoping for?

Yes, definitely, Discussing with Lucy really helped to give my wife and I the clarity that we sought over our retirement options, especially at this time when various pension rules might or might not change in the future.

What could they have done better?

Nothing really - `I would have no hesitation to meet with Lucy again or to recommend her to others.

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

I required advice/help accessing my Private Pension Funds and the options available.

How has Lucy Guinness helped you?

Lucy looked into the policies I hold, did a comprehensive assessment report, including longevity of the funds and the best option moving forward. Lucy also organised the access of funds as well as the transfer of my policies to another Pension Provider. She also gave me advice concerning savings accounts/investment options for the portion of funds that are tax free. I found Lucy to be professional, very comfortable to work with, easy to talk to and approachable at all times. Nothing was too much trouble. She has kept me up to date throughout the whole process.

Have you seen the outcome you were hoping for?

Yes! Given the in depth discussions Lucy and I engaged in, I am more than satisfied with the option that was advised and I chose to take.

What could they have done better?

Nothing! I am very happy with the service I have received and I can't thank Lucy enough for her help and advice.

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

I felt I needed professional advice regarding something so important in which I have no personal expertise

How has Lucy Guinness helped you?

Lucy provided various options to help me make an informed decision

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Personally I am completely satisfied

Please provide a brief comment about your experience with Lucy

Very open and friendly and explained things clearly so that I could understand and make informed decisions

Please provide a brief comment about your experience with Lucy

Very professional, efficient lady. All my questions were answered quickly and honestly.