Lorna Marrett

Please provide a brief comment about your experience with Lorna

Excellent meeting .Very well explained how they operated and the charges involved. Very well conducted .

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

Exploring life cover options.

How has Lorna Marrett helped you?

She identified several joint and individual cover options for us to consider based on our budget and helped us understand how the cover works and how that best suits our situation.

Have you seen the outcome you were hoping for?

Yes, lorna provided a great service tailored to our needs and we felt confident about making our final decisions.

What could they have done better?

I can't fault the service we had at all.

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

My wife and I remortgaged our home and needed independent advice. I had used this company in the past and was happy to use them again. Lorna was the person we dealt with.

How has Lorna Marrett helped you?

She gave us advice regarding our remortgage.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Lorna

Quick response. Good listener. Professional approach. Efficient service. Very satisfied.

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

Just divorced and looking to retire asap.

How has Lorna Marrett helped you?

Has taken time to tailor my retirement plan to me personally.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Possibly lower cost.