Kate's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 1 )
Pensions ( 22 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 6 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
First impression
by a VouchedFor user
5 years ago
Overall
Please provide a brief comment about your experience with Kate
Haven't had any contact
Kate:
Hi Steve I can't understand why you didn't receive my e-mails below. The first one I sent to you on the 17th August and the second one on the 22nd August when I returned from holiday.... I'm very sorry that you didn't receive my e-mails but I honestly don't think this is my fault... Regards Kate Arrowsmith ________________________________________________________________________________________________________ Hi Steve I am now back from holiday. Are you still looking for some advice on retirement income? If so, please let me know and we can organise a time to have an initial chat. Kind regards Kate Arrowsmith I Chartered Financial Planner Office Number : 01480 587809 Mobile number : 07546 144844 _______________________________________________________ Landmark IFA Ltd | 1st Floor, Rock House | Scotgate | Stamford | Lincs | PE9 2YQ T: +44 (0) 1780 761313 | F: +44 (0) 1780 755264 | FCA reference number 225538 This email contains information which is confidential and may also be privileged. It is for the exclusive use of the addressee. If you are not the addressee, please note that any distribution, dissemination, copying or use of this communication or the information in it is prohibited. If you have received this email in error, please telephone us immediately. Thank you. Although we have taken steps to ensure that this email and any attachments are virus free, the recipient should check that this is the case. Email transmissions cannot be guaranteed and therefore Landmark IFA Ltd does not accept any liability for any damage caused by any virus transmitted by this email. From: Kate Arrowsmith Sent: 17 August 2020 20:06 To: Srjevans@hotmail.com Subject: Pension advice Hi Steve Thank you for your enquiry via vouchedfor. I am currently on holiday for the week, returning to the office on the 24th August. I’m happy to have an initial chat with you this week or are you OK to wait until my return? Kind regards Kate Arrowsmith Sent from my iPhoneReview
by a verified client in Hertfordshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to withdraw money from my Pension.
How has Kate Arrowsmith helped you?
Found a new Pension which allowed me to do this
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Entirely happy with what she did and how she did it. Would happily do the same again.
Review
by a verified client in Cambridgeshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Future Planning
How has Kate Arrowsmith helped you?
To amalgamate and with investment advice
Have you seen the outcome you were hoping for?
Mostly
What could they have done better?
We obtained the advice wanted therefore I not sure she could have done more. In fact she offered us a contact for advice on a legal matter which we required help with.
Review
by a verified client in Cambridgeshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a sum of money to invest and manage when I retired.
How has Kate Arrowsmith helped you?
She provided down to earth, practical and very valuable advice which has helped greatly in managing my finances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can think of nothing that Kate could have done better, she is terrific.
Review
by a verified client in Cambridgeshire
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to review where I was financially and how to move forward so I could get best return.
How has Kate Arrowsmith helped you?
Patient, informative, knowledgable.
Have you seen the outcome you were hoping for?
Yes - I’ve become more organised and knowledgeable.