Lawrence Dean at True Potential

What were the circumstances that caused you to look for a financial adviser? I am a young, self-employed entrepreneur with extra income that I wasn't doing much with other than keeping it in a savings account and I wanted help to invest it for future returns. How did Lawrence help you? Lawrence devised a long-term financial plan with me that took into account my own risk tolerance as well as potential life events such as buying a home. He explained in a very clear manner how the investments would work and answered all the questions I had thoroughly. I am on the younger side of clients looking for financial advice and Lawrence was not only able to help me get my pension and investments set up, but also provide me with information and resources to improve my financial literacy and better understand my portfolio. He makes himself available for me to reach out to him if I ever have any questions or want to discuss my financial situation. Have you seen the outcome you were hoping for? I was

What were the circumstances that caused you to look for a financial adviser? we needed professional help How did Lawrence help you? he takes care of our financial services Have you seen the outcome you were hoping for? yes

What were the circumstances that caused you to look for a financial adviser? Financial review of all of my circumstances. How did Lawrence help you? Very helpful and patient with me. Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing.

What were the circumstances that caused you to look for a financial adviser? General Financial Review of all areas of my finances How did Lawrence help you? He looked at my entire finances and guided me through what everything meant and the benefits and consequences of all actions undertaken previously and going forward. Have you seen the outcome you were hoping for? Yes and some. I feel much better prepared for the future and I also understand a lot better my Financial Circumstances. What could they have done better? I can't think of anything.

What were the circumstances that caused you to look for a financial adviser? I was considering how best to manage a few small funds I had and suspected they would be better merged. How did Lawrence Dean help you? He found me a very competitive wrapper and managed the transfer. Have you seen the outcome you were hoping for? I have full online access to my fund and can now keep a better eye on how it's doing. It's a bit too early to say how well it's worked, but I am very content that it will be better than before. What could they have done better? I really don't think he could have done any more. I would be happy to contact him again.

hat were the circumstances that caused you to look for a financial adviser? I wanted to plan for my future retirement and maximise my savings but still be able to access some funds. How did Lawrence Dean help you? He explained the options available to me in a comprehensive and professional manner. He was polite and friendly and put me at ease straight away. Have you seen the outcome you were hoping for? I am happy with the outcome so far. What could they have done better? Nothing as I am happy with the advice and service provided

What were the circumstances that caused you to look for a financial adviser? Needed advice. How did Lawrence Dean help you? Explained proposals in finite detail. Gave me time to digest the information and make the right choices. Have you seen the outcome you were hoping for? Not yet, it’s early days!. What could they have done better? Nothing at this stage.

What were the circumstances that caused you to look for a financial adviser? I had some extra income that I felt could benefit being put to use. How did Lawrence Dean help you? Lawrence has assisted in giving me a realistic balanced view on options and has been very honest and open about the risks and potential of the suggested plans. Have you seen the outcome you were hoping for? Excelled beyond what I expected. What could they have done better? In all the years of my experience I believe the way he has conducted himself and his application of knowledge and how the information was presented to me in such a palatable way should be a blueprint for anyone providing advice. I couldn't fault my experience

What were the circumstances that caused you to look for a financial adviser? new pension regulations. How did Lawrence Dean help you? set up the company and new personal pension scheme and reorganised my existing portfolio. Have you seen the outcome you were hoping for? yes.

What were the circumstances that caused you to look for a financial adviser? I was looking for a review of my pension (SIPP). How did Lawrence Dean help you? Lawrence helped by initially reviewing what I already had in place and then based upon this information and my own personal views on risk made a recommendation. His explanation was clear and easily understood. Have you seen the outcome you were hoping for? The process has been very smooth with no issues. What could they have done better? To make a review more constructive and useful for others I always try to think of a negative, but if I'm honest I can't think of anything!