Louise Pickford

Louise Pickford

Apogee Wealth Management Ltd

Louise's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 26 )

Retirement income (annuities, drawdown) ( 20 )

Investments and Savings ( 19 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 8 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 16 )

Financial Mentoring ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

£50k - 100k ( 1 )

Up to £50k ( 2 )

Review

by a verified client in Cheshire

17 days ago

Overall

Advice

Service

Value

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

I was looking for some expert advice

How has Louise Pickford helped you?

Louise has helped to invest our money wisely

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

Louise:

Hi Dave, Thank you very much for leaving me a review and a 5 star one! It's really good to know that you value my advice. We all get a lot of emails, so I really do appreciate you taking the time to complete this. Kind regards and thank again! Louise
Review

by a verified client in Staffordshire

22 days ago

Overall

Advice

Service

Value

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

Improvement in pension return.

How has Louise Pickford helped you?

She helpd us consolidate our pensions and both have grown this year.

Have you seen the outcome you were hoping for?

Yes.

Louise:

Hi Danni, Thank you very much for taking the time to leave me a review. It's really important for me to know that you value my advice and support. Thanks again! Louise
Review

by a verified client in Manchester

22 days ago

Overall

Advice

Service

Value

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

I was looking for advice on how to get the best returns on my savings.

How has Louise Pickford helped you?

Given me so much financial advice in all areas, which I originally found very overwhelming before it was explained to me.Always available for any queries and a lovely lady.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Louise:

Hi Charlotte, Thank you so much for taking the time to leave me such a great review. I'm so pleased to know that you feel that I have helped you understand investing. I'm looking forward to being able to continue to support and advise you for many years to come! Thanks again, its really appreciated! Louise
Review

by a verified client in Shropshire

a month ago

Overall

Advice

Service

Value

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

Investment and retirement planning

How has Louise Pickford helped you?

In all aspects of the above.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really, very happy with Louise in general.

Louise:

Hi Diane, I just wanted to let you know that I really appreciate you taking the time to leave me a review. It's really important for me to know that you are happy with the ongoing advice that I provide to you. It's been a real pleasure getting to know both of you over many years. Thanks again, Louise
Review

by a verified client in Cheshire

a month ago

Overall

Advice

Service

Value

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

My last financial advisor had to retire due to ill health. Before he finished he introduced me to Louise. I liked her from day one & she has not disappointed me. She is just the advisor I was hoping for, straightforward, easy to talk to & is able to explain things in a way I can understand.

How has Louise Pickford helped you?

She has talked to me about inheritance tax & put my mind at rest that I shouldn’t have much to pay if any. Kept my portfolio showing a steady growth over the years she has been looking after me. I always feel very comfortable with her

Have you seen the outcome you were hoping for?

Yes I have seen a steady growth fo my funds in spite of the dips which happen periodically

What could they have done better?

Nothing that I’m aware of

Louise:

Hi Lou, I just wanted to thank you for leaving me a review. It has been an absolute pleasure getting to know you and being able to continue to provide advice to you. Yes, I agree we have built up a very good relationship with each other, which is so important in my mind. All the very best and long may it continue. Louise