Louis's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 33 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 37 )
Investments and Savings ( 46 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 16 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 35 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 15 )
£100k - £200k ( 9 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Derbyshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Imminent retirement planning
How has Louis Maddison helped you?
Good clear advice Patient and clear explanations Unhurried approach to decision making
Have you seen the outcome you were hoping for?
Better than hoped for
What could they have done better?
Nothing
Louis:
Good afternoon Therese, Thank you for taking the time to share such positive feedback. I am delighted to hear that you found the advice clear, and your decisions unhurried— feeling confident in your retirement planning decisions is always our priority. Speak soon. LouisReview
by a verified client in East Riding
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Originally my husband had one for his business and when he passed away, I kept the company on
How has Louis Maddison helped you?
Louis has helped me to manage my assets ,especially when I came into some inheritance.
Have you seen the outcome you were hoping for?
Still early days as the interest isn't very good at the moment. Though Louis has made sure ( I hope) that my investments are safe
What could they have done better?
Don't know as I trust Louis' advice as I don't know what's out there
Review
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited a bungalow after my father’s passing and, along with getting close to 60, decided it was time I needed help with my retirement plans.
How has Louis Maddison helped you?
I expected I would have to work until retirement age and then skimp a little once there. Louis showed me it's possible to retire early and comfortably, without making any unrealistic investment promises.
Have you seen the outcome you were hoping for?
Yes, and far beyond
What could they have done better?
I struggle to find anything he could have done better. Communication is second to none, with everything explained clearly.
Louis:
Thank you Mark for taking the time to leave a review in regard to your experience. It means a lot to hear that you’ve had such a positive experience and I’m glad I could help as you near such an important stage of your life. Speak soon. LouisReview
by a verified client in East Riding
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I've been a client of Pen Life for nearly 20yrs and have consulted with Louis for the last five.
How has Louis Maddison helped you?
Louis is always willing to listen to and help me. He is extremely patient in explaining the "technical" stuff - much needed! He also challenges my thinking when needed to enable me to really explore my decisions. I recommend him wholeheartedly.
Have you seen the outcome you were hoping for?
Yes, given the market!
Louis:
Hi Carol, Thank you so much for your kind words! I'm really glad to hear that our conversations are helpful and that I can provide the clarity and guidance when needed. Speak soon. LouisReview
by a verified client in North Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was hoping to retire early. I dicuss the options with Louis who showed me it was definitely possible
How has Louis Maddison helped you?
By making my dream become a reality.
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
Nothing, it was all good
Louis:
Good morning Will, I truly appreciate you taking the time to leave me a review. Thank you. It’s wonderful to hear that I could play a part in making your dream of early retirement a reality. I know how much your family time means to you, and I’m so glad I could help make that possible. Best wishes,