Lisa's reviews
Reviewed for
Insurance and Protection ( 44 )
Mortgages ( 21 )
Pensions ( 123 )
Equity Release ( 4 )
Retirement income (annuities, drawdown) ( 54 )
Auto Enrolment ( 2 )
Investments and Savings ( 115 )
Pension Transfers - Non Specialist ( 33 )
Inheritance Planning ( 34 )
Long Term Care ( 18 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 72 )
Financial Mentoring ( 5 )
Financial Coaching ( 7 )
( 1 )
Reviewers' assets
£500k+ ( 34 )
£200k - £500k ( 12 )
£100k - £200k ( 13 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Kent
11 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I are reaching are fifties and wanted someone that would guide us to maximising our investment and pension opportunities for our retirement.
How has Lisa Conway-Hughes helped you?
She has given us a clear strategy to follow
Have you seen the outcome you were hoping for?
We have only just started the journey
What could they have done better?
Nothing that we are aware of. The advice has been excellent!
Review
by a verified client in Kent
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Lisa Conway-Hughes helped you?
Setting out a roadmap to retirement, identifying gaps and opportunities.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Bristol
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Accumulated savings & needed advice on best use of them.
How has Lisa Conway-Hughes helped you?
Lisa has created a comprehensive financial plan for us.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing!
Review
by a verified client in London
8 days ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Support and advise for investing savings; advice on financial planning including for retirement
How has Lisa Conway-Hughes helped you?
She helps gain insights into how investments work, understanding my views on risk, and provides helpful advise on good value for money.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Oxfordshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting visibility of the future and to ensure security whilst max £
How has Lisa Conway-Hughes helped you?
Every way possible
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Of course, but happy with where we're at.