Vivienne

Hi, my name is Vivienne, I’ve been a client of True for two or three years, and Lottie is my adviser.

I was introduced to Lottie via my divorce solicitor, and I hadn’t actually realised how much I needed a financial adviser at that stage. Quite honestly, when your head is full of what you’re having to deal with, it can sometimes be the last thing on your mind, and yet, one of the most important things.

I really took to Lottie, quite honestly because she was almost like a version of me. She’s very straightforward and to the point; ask her a question, and you’ve got a straight answer.

The most important thing that I needed help with at that time, because things obviously change, was making sure that I would be able to carry on living a fairly comfortable life while protecting my future.

There’s a nice feeling knowing that someone else is looking after something so vitally important because life is busy enough, especially with a three-and-a-half-year-old spaniel, training them to become a therapy dog, and providing voluntary counselling and also having a life. So, I want someone else to do the sums, and I feel Lottie is pretty good with sums.

One of the good things about working with Lottie is that I feel I can really trust her. These days it’s so vitally important to feel confident and be able to trust a person and, obviously, trust the company.

I think the best thing I found about working with Lottie is that she really understood my need to be a cautious investor. It would be true to say that I’m risk-averse, because, if you like, the buck stops with me.

The three words that I would use to describe Lottie are professional, succinct, and kind.

The best thing about working with Lottie, for me, is very much not only being able to communicate via email or phone but actually being able to go and knock on the door. The team and Lottie are just half an hour away, and that’s a main advantage for me.

I’d certainly recommend Lottie. She’s always true to her word, and no matter what age you are, young or old, it’s vitally important to get your finances right.