Lucy, Bristol

What were the circumstances that caused you to initially look for a financial coach?
I wanted to develop my understanding of pensions, investments, and retirement planning in general.

How has Claire Dunn helped you?
In just one session, Claire helped me to understand my pension fully and gave very sound advice about how to plan for retirement. She also gave very sound advice about my saving and investment strategy, which led to an immediate change in how I manage that aspect of my finances.

Have you seen the outcome you were hoping for?
Yes, my needs as a client were met fully.

What could they have done better?
There is nothing I would’ve wanted Claire to do differently.