Carl Lamb

Please provide a brief comment about your experience with Carl

Very honest and helpful advice on investment and pension planning.

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

I was looking for advice on combining my various pension pots into one as a prelude to retirement and providing a tax efficient income at that time

How has Carl Lamb helped you?

Carl took time to discuss my financial circumstances, my aspirations for the future and risk tolerance for investments in general before making recommendations for a phased drawdown

Have you seen the outcome you were hoping for?

So far yes and my questions have been dealt with in a timely and efficient manner

What could they have done better?

The COVID outbreak meant that it took longer to conclude than I had anticipated

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

we are existing clients

How has Carl Lamb helped you?

he set out, very clearly, the inheritance tax allowances as they affect our situation and advised on the best routes for ensuring our wishes are carried out.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no all fine

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

Succession planning on family inheritance

How has Carl Lamb helped you?

Has presented some solutions to consider

Have you seen the outcome you were hoping for?

Work in progress

What could they have done better?

Nothing at this stage

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

Retirement

How has Carl Lamb helped you?

Handled the transfer of part of my pension to a drawdown account

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Reduced the fees during lockdown when they were unable to meet for review