Amanda:

Hi, I’m Amanda and this is my husband, Martin. We’ve been a client of Lena’s for about 12 months now.

Martin:

We contacted Lena to get some serious advice on future of our pensions and investments.

Amanda:

I must admit, when I first met Lena I was very nervous, because my knowledge of finance was not great. She instantly put us both at ease, probably me more so because I was more nervous. Right from the start, she was very friendly. She made things very easy for me to understand and I wasn’t nervous about feeling a little bit stupid asking questions, because Lena just completely put me at ease.

Martin:

Lena was able to look at our situation and give us several projections on what we could expect to be able to do with our pensions and investments in the future. With these options, we were able to consider in a comfortable location without worrying and everything was explained extremely well. Amanda understood exactly what was going on. The options we selected fitted our needs at the time.

Amanda:

The best thing for me about working with Lena is her personality because I just found her to be obviously very knowledgeable and that she really, really knows her stuff. I just found her incredibly helpful, approachable and friendly.

Martin:

If I was to sum up Lena in three words, she’s bubbly, professional and courteous.

Amanda:

I would definitely recommend Lena to other people, friends and family. In fact, I already have.

Martin:

One of the advantages that we’ve identified with Lena is that Amanda has built up a relationship with her going forward. So, if, for example, I was not to be around anymore, I’m confident that Amanda would be okay with Lena in the future. Lena would be able to guide Amanda, with whatever investments were required to secure Amanda’s future.

Amanda:

Yeah, I would be really happy to go to Lena and just ask anything.