TESTIMONIALS
What were the circumstances that caused you to initially look for an adviser?
I was looking for independent advice on the best thing to do with the number of pensions that we had found that had been inactive for many years.
How has Hannah Cowell helped you?
Hannah’s attention to detail was 2nd to none and she managed the entire process, dealing with the pension company on my behalf, making the whole process straightforward and trouble free.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Mr T from Derbyshire. September 2025.
What were the circumstances that caused you to initially look for an adviser?
Having recently retired, we were looking at the options for my various pension pots and how to best manage these, together with considering future inheritance planning.
How has Hannah Cowell helped you?
Following a couple of informative and investigatory meetings and gathering of information, Hannah carried out a very thorough review of all of our financial circumstances and options for my pension pots. We were talked through her review in detail and her recommendations were presented for us to consider. At no point did we feel under pressure and she provided excellent explanations of all of her findings and the option recommended.
Have you seen the outcome you were hoping for?
We were very pleased with the recommended option put forward by Hannah. We were very happy and felt confident to go forward with the recommended option. We always felt that Hannah put our requirements first and assisted us by addressing all of the questions we had.
What could they have done better?
Nothing, we provided with all the information we needed and excellent service.
Mr C from Leicestershire. July 2025.
What were the circumstances that caused you to initially look for an adviser?
We were looking to buy a house and needed advice on mortgages.
How has Hannah Cowell helped you?
From start to finish Hannah has been on hand to support the process. All questions were answered efficiently, she explained everything clearly and was able to offer guidance when other stakeholders involved were not communicating.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing- everything was handled with care, efficiency and professionalism.
Miss B from Staffordshire. March 2026.
What were the circumstances that caused you to initially look for an adviser?
My state of mind following the loss of my wife,my lifelong partner.
How has Hannah Cowell helped you?
Taken responsibility for my financial affairs when I was unable to concentrate/make decisions on anything ,never mind my future finances.
Have you seen the outcome you were hoping for?
Too soon to make a considered opinion on any future outcome.
What could they have done better?
Nothing at present.
What were the circumstances that caused you to initially look for an adviser?
Our previous Financial Advisor retired and we needed advice and support on our pension portfolio and savings.
How has Hannah Cowell helped you?
She reviewed all our existing finds and advised on the most effective way to invest them. Hannah is very proactive in the management of the account which provides confidence that investments will provide the best outcome.
Have you seen the outcome you were hoping for?
Yes, better than expected.
Mr D from Leicestershire. March 2026.
What were the circumstances that caused you to initially look for an adviser?
When taking early retirement, I sought investment advice from Hannah. This followed her being recommended to me by my accountant.
How has Hannah Cowell helped you?
With long term investment advice; including tax efficiency and inheritance planning.
Have you seen the outcome you were hoping for?
In the short term yes, but this planning concerns (hopefully!) the very long term future.
What could they have done better?
Nothing - all very good.
Mr R from Derbyshire. June 2025.
I would highly recommend Hannah.
I purchased my first home and Hannah was so helpful from start to finish with helping me get my first mortgage.
We reviewed the best options for me as well as some extra advise on the type of house to purchase.
Nothing was too much trouble and she guided me with every process, and making sure everything went smoothly. She even checked on the day, all went through with our exchange and moving in!!
Miss C from Leicestershire. March 2026.
