I have known Joanne Laffin for approx. four years. As my pensions were with Prudential, I sought the advice from one of their financial advisors. At that time, I was totally unaware of the options available to me. After a number of home visits and telephone calls Joanne presented some options, which she felt would benefit me and my family in the future.
With her knowledge and experience, I gained an understanding of the various scenarios available and we came to the final plan, which best fitted my family circumstances. Joanne is always very approachable and professional. She is also very patient with my many questions, which she answers in a way I understand.
Joanne is very polite and courteous. No question is silly or stupid. She is very knowledgeable and helpful but doesn’t talk down to you. Joanne knows her job very well and keeps us well informed. She is a trustworthy financial advisor. My husband and myself totally trust.
Joanne has been my financial adviser and planner for almost three years. In that time, she has been able to offer advice on the most appropriate usage of available funds, to suit our family requirements. She has also helped us to consolidate our other investments and incorporate them into a coherent plan. Joanne has listened carefully to our needs and been able to advise us of the pros and cons of the different options available, to us allowing us to make informed choices.
Joanne is prompt with our annual review but is always available should we need extra guidance. We have been impressed with her professionalism and would thoroughly recommend her as a consultant.
I was introduced to Joanne a few years ago, when I took VR from a local bank. From the outset, she set out to get to know me and my circumstances and I particularly like the way she went about this. It was not simply a cold mechanical list of questions, rather she took the time to get to know me and my values, which answered a lot of these issues.
Everything was explained in a very clear, professional manner and Joanne regularly checked my understanding of the key issues. I always felt she had my best interests at heart. Joanne is very approachable and flexible regarding when meetings are arranged, always ensuring that these are at a time that suited me rather than simply meeting her needs.
I have no hesitation in recommending Joanne to anyone and in fact have already done so. Their experience was the same as my own, namely of someone who is caring, understanding, professional and very knowledgeable of her role.
Firstly, can I thank you for your intelligence, business acumen and thorough understanding of the current pension market and the huge range of options currently available to someone approaching retirement.
You quickly grasped the needs and drivers behind my initial investment plan. How this could be adapted to suit my current needs and how to maximise the flexibility afforded by the current pensions market.
You patiently steered me through the range of options and took considerable time to explain the costs and associated issues with each choice. You took time to accurately assess the wider portfolio of assets currently held.
Finally, through our video conferencing presentations, you were able to explain all of the Prudential literature associated with my choices.
Very many thanks for all of your kind assistance with all of the above and assuring you of my best wishes for the future.