Hannah Garratt

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

Long term financial planning

How has Hannah Garratt helped you?

Hannah has provided advice on long term financial planning especially after the death of my husband a couple of years ago .

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?

Recently returned to the UK and needed advice on investing money from some liquidated assets.

How has Hannah Garratt helped you?

Navigated the minefield of potential instruments I could use, distilled it down into a few options in plain English and then helped me execute my chosen route.

Have you seen the outcome you were hoping for?

Yes, I have a great deal more financial security from knowing my money is in a good, safe, transparent place.

What could they have done better?

Nothing. Hannah is very thorough, very responsive and an excellent communicator.

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

I was dissatisfied with my previous advisers—they were slow, hard to get hold of, expensive, and didn’t really take the time to listen to my needs.

How has Hannah Garratt helped you?

Hannah has been the complete opposite: responsive, approachable, cost-effective, and genuinely attentive.

Have you seen the outcome you were hoping for?

The tangible results will take time to fully materialise, but the immediate benefits—such as peace of mind and confidence in my financial decisions—are invaluable and immediate.

What could they have done better?

Honestly, nothing.

Please provide a brief comment about your experience with Hannah

Contacted several days late, by which time I had given up with both Vouchedfor’s service, and those it recommends.

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

We rely on the advice of experts to guide us towards a stable financial early retirement.

How has Hannah Garratt helped you?

Hannah has listened to Lorraine and I and understands the type of people we are.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in our estimation.

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

After pension transfer investment options

How has Hannah Garratt helped you?

Decisions on best options and long term planning

Have you seen the outcome you were hoping for?

Investments have been stable and returns more than expected

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

In order to review my private pension and retirement income after receipt of government pension.

How has Hannah Garratt helped you?

Hannah is very professional and prepared all the information prior to my appointment.

Have you seen the outcome you were hoping for?

Yes everything was done as required.

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

Looking at my private pensions and bringing them into one portfolio & investing other monies.

How has Hannah Garratt helped you?

Discussed different risk options on the pension investments and amended the pension portfolio accordingly

Have you seen the outcome you were hoping for?

Yes the return on this was up for the last year

What could they have done better?

N/A

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

Hannah became my advisor, when my previous advisor retired

How has Hannah Garratt helped you?

Hannah provides me with an annual review , and ensures that I utilise my tax allowances

Have you seen the outcome you were hoping for?

Yes, as my investments have grown and are in a tax free enviroment

What could they have done better?

Nothing as I am totally satisfied with the advice and service, I recieve.

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

Investment and pension planning

How has Hannah Garratt helped you?

Hannah is delightful and gave clear and relevant advise on my investments. She prepared well for our meetings and her follow up work is exemplary.

Have you seen the outcome you were hoping for?

Yes. My investments are performing well. Hannah keeps me well informed on progress.

What could they have done better?

Nothing that I can think of.

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

Retirement needed to transfer pension fund.

How has Hannah Garratt helped you?

Extremely helpful no problems at all.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Dealt with everything with utmost professionalism.

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

Planning for future

How has Hannah Garratt helped you?

Hannah has been amazing. She is so knowledgeable and listens and explains

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?

Volunteered for Redundancy to enable me to retire early

How has Hannah Garratt helped you?

Mainly advise on Personal Invested Pension and Savings

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?

My finances have been well looked after by her company previously. It made perfect sense to remain a trusted service.

How has Hannah Garratt helped you?

To maintain a reasonable return on my investments given I am a low to medium risk investor.

Have you seen the outcome you were hoping for?

All appears to be going to plan thus far. The arrangements I made with Hannah earlier in the year are as I expected regarding performance.

What could they have done better?

I believe nothing could be improved, all was first class.

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

I have reached retirement age for some of my pensions and needed advice on the best way forward.

How has Hannah Garratt helped you?

Hannah has benn extremely helpful and professional in sorting out transfering my pension and reinvesting. Also helping me sort out my NHS pension.

Have you seen the outcome you were hoping for?

Yes. I am delighted with the outcomes.

What could they have done better?

I don't feel that Hannah could have done anything better.