February 2021
Lynne understood our needs and was able to explain the pension process to us in terms we could understand. Any questions we have had have been very quickly answered and explained. She is very easy to speak to and work with, nothing is of any trouble.
Lynne is extremely professional and knowledgeable, and has the patience to go through any query in detail, making sure we were comfortable with explanations and the detail involved. We are happy to have had Lynne’s expertise and support and would recommend her services.
February 2021
The world of pensions and the associated tax implications is an undoubted dark art, which I confess to having little capability in understanding. From my first conversation with Lynne, I very quickly realised that I had, probably for the first time in my 45-year working life, an ally who was willing to work with me to secure my financial future. I can confidently say that Lynne has de-mystified this topic and made my options so much clearer.
Lynne provides very clear and concise advice, listened very carefully to my requirements, which has enabled me to reach well-informed decisions.
I have every confidence and trust in Lynne’s professionalism, knowledge and clarity of advice. I could not recommend her highly enough.
February 2021
After trying to sort out my pensions when reaching 55. I struggled where to get proper information and was going round in circles. I was recommended Lynne. From there the stress was removed.
Lynne took all the details from all my pensions. Once the information was gathered, she came back very quickly with a very detailed plan. We had a online call and she went through every option for now and when I retire. The advice was comprehensive and went through details I had not even thought of.
When I made my decisions Lynne got to work. I had quite tight deadlines but Lynne met them all with time to spare. I was kept informed at every step. If I needed to get in touch Lynne got back promptly. I would have no issues recommending Lynne and would certainly continue to use her services.
February 2021
Lynne Hastie is an extremely well informed and experienced financial adviser; I received an excellent service from her. Lynne’s approach made me feel very relaxed, this enabled me to absorb the information that I was being advised/informed on. She allowed me to take things at my own pace to ensure that I fully understand everything that was being explained and potentially advised. I felt Lynne guided me, with her knowledge and experience, by making sure that the advice she was giving to me was in understandable terms; also allowing me to interject with many questions. Lynne listened to everything I had to say big or small and again advised me without prejudice. I found Lynne to be very pleasant and bubbly; very much the consummate professional.
February 2021
Lynne very kindly talk through, what I currently had and what my options were in a way that allowed me to see everything I needed, in order to retire how I wanted. Thank you Lynne for making the subject of pensions understandable, so I can plan correctly for the life I want when I retire.