Louise's reviews
Reviewed for
Pensions ( 21 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 6 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Nottinghamshire
4 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to invest to produce an income in retirement
How has Louise Pickford helped you?
Pointed me in ,I hope, the right direction.
Have you seen the outcome you were hoping for?
No However this is not down to Louise but to me having had a long term association with City Managment Assets.I should have moved. Louise did not press me to move,no hard sell,no I told you so,but I got poor advise from city. This is something we will be looking at more closely April'26
What could they have done better?
Ask Louise for her thoughts
Louise:
Hi Neil, I just wanted to thank you for taking the time to leave me a review. Its really important for Apogee and myself to read your comments about how you currently feel about your investments and how we can continue to work together towards your investment goals. Thanks again, much appreciated LouiseReview
by a verified client in Derbyshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the start of husband's business.
How has Louise Pickford helped you?
She has been very helpful in working towards our goals.
Have you seen the outcome you were hoping for?
yes.
Louise:
Hi Julie, I just wanted to thank your for taking the time to leave me a review. It's really appreciated and important for me to read your comments and great to see that you are happy with the services that Apogee & myself can provide. Thanks again LouiseReview
by a verified client in Derbyshire
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following the start up of a new business.
How has Louise Pickford helped you?
She has been very helpful with advice whenever it was needed.
Have you seen the outcome you were hoping for?
Yes.
Louise:
Hi Dave, Just a quick thank you for leaving me the review. I'm sure that you receive lots of emails and I appreciate you taking the time to complete this. Feedback of any kind is very important to me and I'm pleased to read that overall you seem very satisfied with our services. All the very best. LouiseReview
by a verified client in Shropshire
2 months ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Been interested in financial planning for many years, in order to safeguard my family from future financial problems.
How has Louise Pickford helped you?
Knowing Louise for a number of years, she is very friendly, approachable and trustworthy, will always offer good sound advice and answer any queries herself or seeking further advice from colleagues to find answers.
Have you seen the outcome you were hoping for?
With the financial markets being very vulnerable over the last five years with Brexit, Covid and the Wars around the world, I would have to say Yes has there have been improvements in my portfolio.
Louise:
Hi Kevin, I hope you are well. I just wanted to thank you taking the time to leave me a review. We've known each other for many years and it is a pleasure to be able to help and support you both with your finances. All the very best LouiseReview
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest
How has Louise Pickford helped you?
Louise consistently provides excellent advise so that my investments are best placed.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Louise:
Hi Sue, I just wanted to thank you for taking the time to leave me a review, especially as we all get a lot of emails!! Your rating and comments are very much appreciated as any feedback is really important to me. Thanks again! All the very best Louise