Laura Collins

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

The need to find investment products that would maintain or better the value of my capital at an acceptable risk level

How has Laura Collins helped you?

She engaged closely with me to fully understand my financial position, what I wanted to achieve, the risk level I was comfortable with and to offer a range of financial products designed to meet my specific needs. I was happy with the time she gave me and her readiness to meet with me and to respond to all my queries and questions.

Have you seen the outcome you were hoping for?

After an initial rocky start - attributable to general economic turbulence - I am happy with recent performances

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

My husband had been with Prudential for a long time and Laura was his advisor.

How has Laura Collins helped you?

Yes Laura has always been extremely helpful to both my husband and myself.

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?

The whole process of communicating and dealing with a private pension provider can be extremely challenging, both in understanding what options are available and waiting for requests to be actioned by the pension provider. Despite arranging a Pension Wise appointment, I realised that enlisting the assistance of a professional financial adviser would prove to be invaluable in maximising the returns from my pension funds and in financial planning for the longer term.

How has Laura Collins helped you?

Laura listened to my plans and many questions related to my pension fund and planning for retirement and was able to give me a range of options and helped me to decide what would work best for me personally, in planning for an early retirement, while making sure that my pension fund would continue to work for me up to and beyond state retirement age. With Laura's expert knowledge of the pensions industry and key contacts within my provider organisation, my wishes and requests were put into action very swiftly. Laura was also able to track down and merge into my main pension fund, a second private pension that I had left dormant for years.

Have you seen the outcome you were hoping for?

I couldn't be happier with the benefits of Laura's advice and guidance. Laura has been proactive at every stage in addressing and answering my pension related questions, and I have felt like a valued client at all times in my dealings with her.

What could they have done better?

Laura's years of experience of working in the pensions and financial planning industry is clearly evident in her skill in putting a new client at ease, when first meeting with and appointing a financial planner and pensions adviser. Her client communication method, of phone calls, emails and regular face to face meetings, means that I am kept informed at all times, and this is greatly valued. All this plus a personal plan documentation. I can't think what else could be needed or done better.

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

I wished to retire five years ago and Laura was recommended to me by a colleague of mine. I have since recommended Laura to friends and family.

How has Laura Collins helped you?

Laura has been a huge help to me from the initial meeting. She has helped plan my pension and talked me through my options.

Have you seen the outcome you were hoping for?

Absolutely Laura’s knowledge and experience has given me the outcome and more I had hoped for.

What could they have done better?

I honesty can’t think of any more that they could have done. Laura is always available and happy to help.

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

Checking on my pension for retirement

How has Laura Collins helped you?

Laura was very helpful i took my pension young so had no idea what it was going yo be worth when I retire

Have you seen the outcome you were hoping for?

Yes her advice and knowledge of understanding of my pension was very helpful

What could they have done better?

Absolutely nothing