Littlewick Wealth Management Ltd

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Reviews

1. Lauren Woods ★★★★★

   I originally came to Zoe Alexander for advice because I was struggling with anxiety regarding the state of my finances after having my first baby. Zoe was amazing from the start. I felt completely listened to and understood. She approached all the work we have done together in such an empathetic and caring way. There is no point where I have felt pressured into any actions, and I believe she fully considers my personal circumstances and attitude to risk whenever she gives me advice. I now feel totally confident that I am proactively managing my money and taking care of my families financial future in the best way I can. As well as advice on savings, investments and mortgages, Zoe helped me to combine all of my pensions into one pot which has grown by 19.5% since being moved in June last year, which is just incredible. Zoe also worked really hard to secure both me and my partner some brilliant life and illness insurance policies despite some family health histories and we feel completely confident that these will pay out if and when they are needed. Zoe has been truly brilliant and I highly recommend her to anyone looking for honest and personal financial advice.

   almost 3 months ago
2. Georgia Harris ★★★★★

   I can highly recommend Zoe Alexander for pension planning and financial advice. She is very approachable and personable as well as being incredibly professional. I found Zoe’s service, insights, forecasting and technical data very helpful and have no hesitation in recommending her services.

   almost 3 months ago
3. Simon E ★★★★★

   Stephen Dixon has given me first class financial advice when it comes to my pension and investments. It is always clear and easy for me to understand. Stephen is always available to answer any of my questions and his communication is great. If like me, you are not sure what to do with your pension or other finances, then give Stephen a call. You will not regret it.

   almost 7 months ago

1. Scott Stacey ★★★★★

   Stephen Dixon provides a first class financial advice service. He is very thorough in his approach and works diligently to develop a personal pension plan based on your specific requirements. I highly recommend Stephen if you need a reliable, trustworthy financial advisor to help you achieve your retirement goals.

   almost 7 months ago
2. Steve Lambden ★★★★★

   I would like to express my sincere thanks to Stephen Dixon, Financial Advisor at Littlewick Wealth Management for his professional support and guidance with my pension planning and overall financial management. Through a series of one-to-one consultations, Stephen gathered a comprehensive picture of my financial position and presented a range of tailored options, supported by clear graphs and illustrations showing likely pension performance. His advice has been invaluable as I continue to plan for retirement. I have full confidence that my investments are being expertly managed, and I greatly appreciate Stephen’s professional, considerate approach. I’m also reassured to know that he will be regularly reviewing my pensions to help ensure they continue to perform at their best.

   almost 7 months ago
3. Janette Ireland ★★★★☆

   Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by the amount of research he had already carried out before our first meeting and he was not only able to explain clearly and concisely the various options available to me but he showed a very in depth knowledge of this subject and covered all the aspects that I needed to consider to make an informed decision. All the way through the process Will has kept me informed of progress, such a refreshing change from my previous Pension Advisor. Thank you Will, you were brilliant. I would definitely recommend having a chat to Will if you are looking to plan for your future retirement he really will be able to guide you through to a successful outcome.

   almost 3 years ago

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