Louise Hogg

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

Need for specialist advice

How has Louise Hogg helped you?

Financial planning and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

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

On the receipt of a significant cash receipt in the sake of a Company

How has Louise Hogg helped you?

Consistent values advise on on investments and planning a final pension draw diwn

Have you seen the outcome you were hoping for?

Definitely- the proposals from Louise were all accepted and proved to be the right ones

What could they have done better?

I can’t think of anything that wasn’t covered to our satisfaction

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

Needed investment advice

How has Louise Hogg helped you?

Has advised and executed financial plans for 15 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Send action points after meeting

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

I felt I was getting to the age where I needed advice on the best way to investment the money I had in readiness for retirement

How has Louise Hogg helped you?

She offers advice on funds I will need to retire to make sure I can afford it when I decide to retire

Have you seen the outcome you were hoping for?

Clearly Covid hasn't helped anyone and there was obviously a glitch that wasn't anyone's fault but I can now see a clear improvement on my investment which will hopefully carry on in the right direction

What could they have done better?

Nothing

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

Approaching retirement I needed investment advice.

How has Louise Hogg helped you?

Louise is very aware of the currency investment market and gives balanced guidance and advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We are very happy with what she has done.

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

I have used Jonathan for many years

How has Louise Hogg helped you?

A year

Have you seen the outcome you were hoping for?

I’ve been very satisfied with Louise and Jonathan as a team - it’s early days for Louise alone in this relationship

What could they have done better?

Proactivity

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

Needed financial planning advice

How has Louise Hogg helped you?

8 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

A desire to plan for the future and maximise return on current savings

How has Louise Hogg helped you?

Louise has always been incredibly helpful, understanding of our changing circumstances and very knowledgable. She has tailored her level of guidance really well to suit our level of knowledge as first time investors

Have you seen the outcome you were hoping for?

N/A - long term plan

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

We had decided to 'retire' early and move to the countryside and wanted to have a professional review our financial situation independently of our own calculations.

How has Louise Hogg helped you?

Yes greatly. Louise has been with us all through the initial idea to reviewing, planning and now living it for real. We rely on Louise to be managing our investments whilst we are living our dream

Have you seen the outcome you were hoping for?

The markets have had a tough few years recently but overall we are happy with how our investments have been managed and guided by Louise. Our last 12 months have been great!

What could they have done better?

Nothing that I am aware of.

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

Looking for advice on pension planning and long term saving plans.

How has Louise Hogg helped you?

Louise has made it all seem very easy. I have full confidence in her advice and feel very supported.*

Have you seen the outcome you were hoping for?

The pension arrangements are working brilliantly.

What could they have done better?

No.

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

I've been advised by Louise for many years now. Initially it was pre retirement advice and then investments and overall financial planning.

How has Louise Hogg helped you?

Louise understands our attitude to investing ,our aspirations and our wider family situation. Her advice has been appropriately based on that understanding .

Have you seen the outcome you were hoping for?

Yes

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

I initially spoke to Louise's manager several years ago. His firm has dealt with my (and my wife's) financial planning and pensions for several years. Louise has taken on the regular client contact/support and we are very happy with her advice and responsiveness.

How has Louise Hogg helped you?

Yes - see earlier answer

Have you seen the outcome you were hoping for?

Yes. Our financial arrangements are well organised and this is due to Louise and her colleagues' advice and support

What could they have done better?

There is nothing I can think of.

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

Retirement

How has Louise Hogg helped you?

8 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We needed advice on suitable long term investments

How has Louise Hogg helped you?

Louise has been supportive, empathetic, understanding of my needs and concerns. She has provided sound advice and suggestions for investments. She has understood my personal circumstances and been very responsive and approachable. She goes at a pace that helps me to understand and follows this up with written communications.

Have you seen the outcome you were hoping for?

In general yes Louise can’t control global financial issues unfortunately!

What could they have done better?

I can’t think of anything

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

Looking for long term financial planning and retirement advice

How has Louise Hogg helped you?

Advised us on investments - shares, ISA’s and cash Looked at pension situation IHT planning Cashflow

Have you seen the outcome you were hoping for?

Yes Very happy with where we are at

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

Widowhood

How has Louise Hogg helped you?

Louise has helped us as a family to manage our investments (including retirement income, children’s’ trusts and education finance) since my husband’s early death ten years ago

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing - we are 100% happy

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

Financial advise for long term savings purposes and for inheritance planning

How has Louise Hogg helped you?

Louise is excellent at her job. Calm, methodical, highly knowledgeable and not at all pushy. I always feel at ease with her and in good, reliable hands.

Have you seen the outcome you were hoping for?

Very pleased to date

What could they have done better?

N/a

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

Was looking to am expert to help me with stocks and shares.

How has Louise Hogg helped you?

Louise was extremely professional and relatable. She was very knowledgeable and explained everything in simple terms. She kept us informed throughout the transfer process and gave us confidence in our decisions.

Have you seen the outcome you were hoping for?

The outcome has been slow because of the the COVID impact, however, Louise was able to re assure us of the long term benefits which have now started to be realised.

What could they have done better?

Soe of the report style of your platform to be in charts rather than just on a tabular form.

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

Initially provided by employer

How has Louise Hogg helped you?

Louise provides quality advice using language appropriate to our level of knowledge and gives us pros and cons for options as to what we wish to do-achieve

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Sometimes an explanation of timescales would be helpful as this would stop us trying to chase Louise for answers when she is clearly busy

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

Advice to transfer away from a Company Pension Scheme when transfer values proved to be extremely strong.

How has Louise Hogg helped you?

Initial advice on understanding risk appetite / benefits for new Sipp and associated charges / ongoing half yearly reviews and transfer to new Private Pension provider

Have you seen the outcome you were hoping for?

Given recent uncertainties which have arisen in the Financial / Economics world markets ( some of which could not have been predicted ) performance of Investments has exceeded expectations.

What could they have done better?

Service provided has been excellent and meets expectations.

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

Pension Search

How has Louise Hogg helped you?

Pension support

Have you seen the outcome you were hoping for?

Yeso

What could they have done better?

O

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

Complex company pension scheme arrangements

How has Louise Hogg helped you?

Louise has expand her assistance from pensions planning to complete financial management including everything we need to plan for our future. Pensions, investments and savings, inheritance and retirement income and cashflow planning.

Have you seen the outcome you were hoping for?

Yes we have been able to accelerate planned changes in work/life balance because of Louise's help and advice. When an opportunity was on the horizon the help we got from Louise helped us grasp it and make the most of the chance.

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

Needed

How has Louise Hogg helped you?

5 years

Have you seen the outcome you were hoping for?

Yes

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

Financial planning.

How has Louise Hogg helped you?

Louise has helped with me understanding financial planning and giving the appropriate advice.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing.