Lisa Conway-Hughes

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

Retirement Planning

How has Lisa Conway-Hughes helped you?

Provided clear and simple information about my retirement planning and financial goals.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

We were approaching retirement age and wanted advice on how best to prepare and make the most of our investment capital

How has Lisa Conway-Hughes helped you?

Lisa provided us with clear and easy to follow recommendations. We are very confident that our future is planned and secure

Have you seen the outcome you were hoping for?

Yes, we are now relaxed knowing our investments are in safe hands and Lisa will continue to provide us with specialist and expert advice

What could they have done better?

There is nothing I can say that would have improved the service

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

I am nearing retirement. I have a set of investments in place and a plan in place and wanted a financial planner to review and provide feedback and advice on this.

How has Lisa Conway-Hughes helped you?

Lisa took our plans and data ahead of a one-on-one online meeting, and analyzed this ready for our sessions. In our discussions Lisa asked relevant questions and looked at and modelled various scenarios and was able to provide projections based upon our specific circumstances.

Have you seen the outcome you were hoping for?

Our objective from the meeting was to understand if our own plans and asset allocations were viable. From our talk with Lisa, we came away feeling confident in our position and that we had received a good feedback and advice.

What could they have done better?

The session was excellent but only an hour long. We spent some time answering questions on our intentions. These could have perhaps been addressed ahead of time so we had more time to discuss options. That said, maybe this was in the advance questionnaire and we missed it. This is a minor consideration and in no way impacted an excellent session.

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

I was approaching retirement and needed financial planning advice

How has Lisa Conway-Hughes helped you?

Very clear understanding of our needs and future financial planning.

Have you seen the outcome you were hoping for?

Yes. Returns on investments have been good so far.

What could they have done better?

Not much!

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

I wanted to make sure I am on track for an early retirement and I am investing my money in the correct things e.g property vs pension vs investments.

How has Lisa Conway-Hughes helped you?

Lisa was able to take all my financial information and my personal plans and plan out scenarios for me to see where any shortfall is in my current planning. Lisa also gave me good advice to ensure my pensions perform better.

Have you seen the outcome you were hoping for?

Yes, partly - it was great to get the financial planning but the 1 hr session was too short to cover everything I wanted, So I will need to likely book another session in.

What could they have done better?

There was a big focus on pensions, it would have been interesting to understand more about investments but I understand that time is short and pensions provide the best tax free investment.