Susie Laws

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

I need good advice with financial planning

How has Susie Laws helped you?

With regular updates and suggestions for retirement planning

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?

Desire to plan inheritance distribution.

How has Susie Laws helped you?

Identified alternative investment vehicles, tax efficient investments (e.g VCTs) assisted with inheritance planning and planning pension drawdown.

Have you seen the outcome you were hoping for?

We feel we are now mainly on the right track after concluding the Fiducia in-house investment strategy was not working best for my pension funds.

What could they have done better?

Probably difficult to achieve but the in-house investment solution was underperforming and this was not proactively addressed and needed my intervention.

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

Upcoming retirement

How has Susie Laws helped you?

Simplified my financial portfolio, provided clear comforting advice for now and the future

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can’t think of anything

Please provide a brief comment about your experience with Susie

Iwe used Fiducia’s pension advice service in 2022. When I came to retire 3 years later, we undertook a selection process to manage our portfolio and once again selected Fiducia. This decision was in no small part due to the consistent professionalism and expertise of Susie and her team.

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

As above

How has Susie Laws helped you?

As above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A