“After my review and advice given by Louise Morgan on my Pension Plan and part of this was (Expression of Wish ) this was one element which i needed to update. I would like to say with out reservation that the assistance given by Louise was both professional and well above my expectations and the end result is excellent and of great benefit for my Family in the future.
“Most of my business with Pensionlite is dealt with Louise Morgan. I have to say she has been fantastic in her approach with me. Louise always comes across as Knowledgable patient, and friendly. Due to her, i would recommend your company to anyone. She is a pleasure to do business with. Yours Roy Winterburn”
“When looking for help with a DB pension transfer Pensionlite stood out from the crowd. I had a very tight 8 week transfer deadline that most IFA’S would not commit to. Pensionlite made the commitment with no up front fees and they absolutely delivered. Rod Ings and Angela Facer were highly professional throughout and communication was excellent. I have no hesitation in recommending their services.”
“I received my pension review advice from the Pensionlite Financial Advisor Louise Morgan. I found Louise thoroughly professional and attentive throughout the transfer process. I spoke to Louise many times during the transfer process and every time it was a joy talking to her.
She captured every detail of our financial circumstances and this was reflected in the Suitability Report.
I am delighted with the experience I had dealing with Louise Morgan and I would recommend Pensionlite and Louise Morgan to anyone considering a pension review.”
“I asked for a pension review and was helped throughout the process by Louise Morgan. She has helped me from beginning to end by taking time to explain everything very patiently and in a manner I could actually understand. She has always been available either by email or on the phone to answer any queries I had. She was very thorough in asking all the relevant questions and I believe she found the best solution and way forward for my pension.
The process is not quite finished yet but I have no doubt that she will be available to help with completing the process and also believe she will advise me for the best in the years to come. I also want to say that the language used by PensionLite in their brochures is as clear and simple as it can be when it comes to complex financial matters.”
“Louise Morgan is a highly professional, knowledgeable and friendly advisor who gains the trust of clients with her confident and chatty style. I know I’m in good hands when we have our conversations and her advice and attention to detail has benefited me throughout. I’m very happy that she looks after my client interest.I cannot commend her highly enough to her superiors.”
“I was very pleased with the standard of service and was impressed by the level of experience of your staff. They listened to what I had to say and gave good appropriate advice.
Communication was clear and concise by telephone and email.”
“Pensionlite provided advice on the Cash Equivalent Transfer of two DB pensions to my personal pension plan. Rod Ings researched my requirements thoroughly and his recommendation report was comprehensive and clearly presented. The transfers were completed efficiently by Angela within a tight deadline.
“Having struggled to find a suitable IFA to assist with my pension transfer I seemed to be very fortunate in making contact with Pensionlite. Louise Morgan handled all aspects of my transfer in a very professional and friendly manner and nothing was to much trouble for her at any part of the process. She took the time to explain all areas of the process, making things very clear in an honest and transparent manner, and her support from start to finish was 'first class'.
I would therefore have no hesitation in recommending Pensionlite for dealing with your pension transfer and you will be even luckier if Louise is assigned to advise you with this business.
“I get continual strong and very professional support from my advisor Louise Morgan especially just lately when I was surprised by the lower value of my investment (I realise I wasn't alone) & I was considering reducing my monthly payments but Louise reassured me & explained everything in great detail so all in all, I'm very grateful, happy and in fact rather than reducing my payments, I ended up increasing them!.
“I contacted Pensionlite after having had a very poor experience with a local IFA. I had assumed that dealing face to face with an IFA was going to be easier and more effective than a remote service. After six weeks the IFA had made little progress on my pension review and indicated that it was now unlikely to be completed within the current tax year.
When I spoke to Louise at Pensionlite she made it very clear that the timeframe for completing the work within the current tax year was now very tight, especially since it involved third party providers, but she would do everything she could to complete it in time. She was very reassuring while setting realistic expectations.
The entire process went very smoothly. Louise was very professional throughout. Her communications were very clear and she kept me up to date with progress at all times. The other support staff seemed very efficient also.
The final result was that we hit the tax-year deadline and I was very happy with her recommendations.
I would have no hesitation in recommending Pensionlite's service.”
“Both my wife and I recently retired and approached a number of IFA's for advice. We did not get an impression that we were being listened to, or our desires were the foremost consideration of the IFA. In fact when we explained that we were risk averse two of them disappeared and made no further contact with us.
Fortunately we found Pensionlite and their advisor, Louise Morgan. She listened to us, researched, and found a product that was tailored to our needs and instructions. This proposal was made to us without charge.
Louise then really had to work hard with my current pension schemes holders, and also the new pension scheme holder to get our pension issues all resolved and put into place. She was also successful in negotiating some compensation for us along the difficult journey.
Accessibility and communication was professional, friendly, clear and gave us confidence in Louise and Pensionlite.
Thanks Louise - you are a star in our eyes.
David and Shirley”
“As usual, the advice I have recieved was very informative, and helps me make choices which I wouldn't have a clue about on my own. There is always the opportunity to speak to a real person who always have the answers to any queries.”