Ian Campbell

Review from verified client

June, 2024

What were the circumstances that caused you to initially look for an adviser?

Transferring final salary pension into a SIPP

How has Ian Campbell helped you?

Setting it up and managing SIPP

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

First impression from a user who is not yet a client

December, 2023

Please provide a brief comment about your experience with Ian

Rating : Excellent Very informal, friendly meeting. Ian talked me through an initial fact finding process and clearly laid out possible future paths.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I have no interest in Finance, nor sufficient knowledge to be confident that I am making the best decisions for me and my family. AAB were already doing my tax so I sought advice. Ian has been a godsend. He is interested, knowledgable, approachable and available. AAB now do my own tax, my company accounting and tax, and my wealth management. They also do this for a former colleague based upon the work that Ian has done. Good man Ian, good man.

How has Ian Campbell helped you?

Good advice, consolidation of pensions, consolidation and transfer of shares to my wife, advice on a trust fund for my handicapped neice, advice on a reciever for an MVL, supply of funds in the msot tax advantageous way.

Have you seen the outcome you were hoping for?

Yes, through a difficult time.

What could they have done better?

Nothing substantial.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement I was aware that my investments were needing to be consolidated so that I could understand more clearly when I could afford to retire.

How has Ian Campbell helped you?

Ian has provided solid advice as to what my long term retirement finances look like and ensured that the risks and charges were carefully explained

Have you seen the outcome you were hoping for?

So far, yes I have

What could they have done better?

Nothing that I am aware of.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Pensions and retirement advice

How has Ian Campbell helped you?

Ian is very clear and concise about the long term strategy of investment and has provided a really balanced view regarding our invents . Very much a steadying hand which helps alleviate uncertainty especially during recent market volatility. Ian always makes himself available via email , phone and our personal meeting.

Have you seen the outcome you were hoping for?

We would all like better performance, in difficult market circumstances our portfolio has performed ok, most importantly it has been fairly stable during a period of volatility whilst others have suffered.

What could they have done better?

I don’t think Ian could do anymore, he is always available and his guidance is always consistent.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking to consider my pension options post age 55 and also think about inheritance planning

How has Ian Campbell helped you?

Ian and the team have sought to understand my short, medium and long term needs and aspirations - they have helped provide insight and guidance to support decision making.

Have you seen the outcome you were hoping for?

put simply yes - the engagement process was straightforward, communication clear and easy access to members of the team as required

What could they have done better?

nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

The

How has Ian Campbell helped you?

The

Have you seen the outcome you were hoping for?

The

What could they have done better?

The

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking for professional advice on my pension so that I could make sure that I was on track to retire when I wanted to.

How has Ian Campbell helped you?

Ian has provided me with a financial plan to ensure that I am on track to achieve my objectives and cash flow modelling has helped to demonstrate that this is achievable.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

To consolidate all my pensions from previous employers

How has Ian Campbell helped you?

Very approachable and helpful and extremely responsive. A joy to engage and work with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed some Financial Advice for moving my company pension into a personal pension

How has Ian Campbell helped you?

Ian advised me on all my options and once agreed he supported me and managed my pension transfer, he also facilitated my financial risk assessment and advised me on my Self Invested Personal Pension.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cant think of anything that could have been done better.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Financial Planning

How has Ian Campbell helped you?

Restructured our investments and provides excellent expertise and advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Complications with the transfer of a particular pension requiring specialist third party financial advice that very few people were capable of providing. This significantly delayed my pension consolidation. Ian was extremely helpful and provided exactly the expertise I required

How has Ian Campbell helped you?

Ian clearly explained the legal requirements that were in place to protect my interests and managed the process required to remove the barrier to my situation. He managed the external party that the process required and resolved my situation.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I had many delays and barriers put before me for two years prior to meeting Ian. I cannot see what could have been done any better to progress my problems.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Early Retirement opportunity.

How has Ian Campbell helped you?

By making things as simple and understandable as possible.

Have you seen the outcome you were hoping for?

It's early days, and returns are so far a little disappointing, but Ian regularly reminds us that we're on a long term journey and to avoid reading too much in to short-term fluctuations.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Financial planning requirements

How has Ian Campbell helped you?

Ian has provided excellent advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Customer since Dec 2021

How has Ian Campbell helped you?

Reassurance and calm dialogue when I have reached out with questions.

Have you seen the outcome you were hoping for?

Consistent market volatility has meant investments have never been in the black.

What could they have done better?

Difficult to say. I sometimes wonder how ‘closely’ investments are reviewed and a tough ask, but, more evidence of ‘looking round the corner’ would be good.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Assistance in managing long term savings and the transition to retirement.

How has Ian Campbell helped you?

Clear and concise advice which is delivered with personal care and attention.

Have you seen the outcome you were hoping for?

Yes - we are very happy with Ian's advice.

What could they have done better?

Nothing!

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Basically it was time to sort out my pension planning

How has Ian Campbell helped you?

Yes

Have you seen the outcome you were hoping for?

In general yes

What could they have done better?

Well a better return is always welcome.. current market volatility is a concern

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

We needed some advice on savings and investments.

How has Ian Campbell helped you?

Good sensible advice and easy to communicate with.

Have you seen the outcome you were hoping for?

Yes, we are satisfied with the service

What could they have done better?

We are happy with the service

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Getting to an age when retirement is not a distant prospect and knowing that I wasn’t managing my pensions and savings as well as they could be.

How has Ian Campbell helped you?

Ian has helped me to plan for retirement and to make better use of the financial resources available to me.

Have you seen the outcome you were hoping for?

No, but only because of the unusually turbulent investment environment since I initially sought advice. No issues on the advice received.

What could they have done better?

Perhaps a little more regular communication, but nothing of significance comes to mind.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

In receipt of a large capital sum.

How has Ian Campbell helped you?

Clear, concise advice tailored to us.

Have you seen the outcome you were hoping for?

We're delighted with the financial plan and risk profiling helping us to focus on the longer term ahead of retirement.

What could they have done better?

No specific things

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Wanted to consolidate my savings, investments and pensions and work with one adviser.

How has Ian Campbell helped you?

Proactive in setting up regular reviews, ensuring that these are thorough and appropriate questions are addressed. Any queries raised are addressed quickly and explanations are relatively easy to understand.

Have you seen the outcome you were hoping for?

In short yes. Happy that my level of risk is being addressed appropriately and that my financial planning has shown a consistent outcome over the last few years. There have been no surprises

What could they have done better?

I'm not sure there was anything where I thought they could have done better.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement of my previous advisor

How has Ian Campbell helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Planning for retirement

How has Ian Campbell helped you?

Ian has been extremely helpful, assisting with planning for retirement, explaining options and explaining what our funds will look like in 5/10/20 years. This is very reassuring

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with all elements

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

To develop a long term financial plan to match our spend plans for the future

How has Ian Campbell helped you?

Ian explains in detail how the investments are performing and by having a detailed understanding of our requirements can explain clearly the appropriate options available for us and how they can be implemented.

Have you seen the outcome you were hoping for?

Yes. The plan is on track to meet our needs

What could they have done better?

The reports could be slightly expanded to capture what has gone well with the plan and what hasn’t.. via an executive summary perhaps.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Retired from work needed an independent financial advisor to adivise on pension pot and final salary pension.

How has Ian Campbell helped you?

After doing the personal risk survey Ian advised the best way forward for my lump sum and the amount of monthly pension I receive.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I know of.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Ian Campbell helped you?

Summarising current financial commitments and status and using data for forward projections

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Approaching end of full time employment and looking for advice on best options with regard to pension planning

How has Ian Campbell helped you?

Clear, concise and well communicated advice and guidance around the potential pension options

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Long term financial planning and advise

How has Ian Campbell helped you?

By regular meetings, checking investment goals and any change in objectives and through proactive advice to address matters arising

Have you seen the outcome you were hoping for?

Yes - regular meetings and feedback on investment performance

What could they have done better?

Ian is a good listener and asks relevant questions - no feedback in terms of what could have been done better

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Looking at early retirement and transfer of pension pot to draw down option from a final salary pension.

How has Ian Campbell helped you?

Provided sound advice on the way forward at a cross road in my life and continues to take me down the right road with all my financial matters.

Have you seen the outcome you were hoping for?

Yes, retired early and have not had to return to work. Very happy with outcome and all expectations have been meet.

What could they have done better?

At the moment I feel there is nothing that they could have done better.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Financial planning with my spouse.

How has Ian Campbell helped you?

Ian Campbell has helped me to plan my financial future taking into account my lifestyle choices.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ian has provided a great service over the many years that he has been trusted to advise me on my financial planning.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Transfer of a work pension.

How has Ian Campbell helped you?

Ian helped put my mind at ease by providing comprehensive advice in simple layman's terms, making it easy for me to understand information and options. Ian has an approachable manner and ensures that nothing is complicated to understand. Ian is always on hand to respond to any queries throughout the year and is always professional and prompt.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There is nothing I can think of that could have improved the service Ian provided.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I was considering transferring my pension out of a defined benefits scheme.

How has Ian Campbell helped you?

Yes

Have you seen the outcome you were hoping for?

Growth has been disappointing, leading to concern over ability to maintain current standard of living into the future.

What could they have done better?

Perhaps be more proactive in suggesting changes to the investment strategy, suggestions are made but generally only during annual review or in response to my queries. For example as inflation is now falling and bonds are now paying high interest rates should we be considering reversing the changes we made when inflation was nearing its peak.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

complex financial background because of working in US for >20 years

How has Ian Campbell helped you?

He has saved money on taxes and has been really good at explaining the best ways to manage my funds, articularly pension funds

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing I can think of

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I was unhappy with my previous advisor, and my son recommended Ian.

How has Ian Campbell helped you?

He has suggested and organised investments that I feel meet my risk criteria.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

I think the company communicates well. I would like a 6 monthly update on my personal holdings, as it can be unnerving when you hear items on the news about bonds and stock market scares. I understand this is a bit of hand holding as I know and accept the wisdom of holding your position and not having a knee jerk reaction to news.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Looking for professional expertise and advice in what can be a complex area and with a track record of good investment prospects etc.

How has Ian Campbell helped you?

Providing the above expectations in a very professional but also a friendly manner allied with a very strong awareness of my particular circumstances and requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None!

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Tax

How has Ian Campbell helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing obvious

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Advice regarding pension transfer.

How has Ian Campbell helped you?

Ian walked me through every stage of the process with clear guidance and advice. Very pleased to have completed the transfer.

Have you seen the outcome you were hoping for?

Yes, transfer completed approx 5 years ago

What could they have done better?

Everything went according to plan.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Existing FA retired and sold the business to AAB

How has Ian Campbell helped you?

Ian has been very helpful in my transition to AAB.

Have you seen the outcome you were hoping for?

Only been with AAB for 9 months, so too early to say.

What could they have done better?

Everything has been as expected, with prompt and clear communication and advise.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

After my husband passed away I wanted financial advice and security for the future.

How has Ian Campbell helped you?

Ian is very professional and informative. He always takes time to explain my financial situation and advise accordingly. He is very approachable and I wouldn't hesitate to contact him is I had a query.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

I honestly can't think of anything.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Contemplating retirement (which I was sure I could afford) but wanted a professional overview before committing. I also did not want to be worrying about managing a SIPP on my own

How has Ian Campbell helped you?

Ian has reassured me in a calm and measured way. His messages are always consistent. This is what I want from a financial advisor

Have you seen the outcome you were hoping for?

Yes. It was definitely the right decision. Investment returns in the short term have been quite disappointing, but this is not something I can lay at the door of an advisor as I am fully aware of the economic shocks the markets have faced in the last few years

What could they have done better?

Realistically no

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking to extract the cash equivalent offer (CETV) for my final salary pension.

How has Ian Campbell helped you?

Provided initial advice and the dealt with the paperwork !

Have you seen the outcome you were hoping for?

Yes happily extracting the CETV was a good choice for me.

What could they have done better?

Nothing

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking for professional advice on my final salary pension scheme and after a few different meetings with different advisors Ian and his team were able to assist and advise me on the correct route to take.

How has Ian Campbell helped you?

He has given good solid advice on what I could achieve with my pension and has also given me advice on tax matters as well which has been helpful . To speak with someone face to face has also been a luxury under the present climate we all have had to go through.

Have you seen the outcome you were hoping for?

Yes the outcome of various meetings with Ian have enabled me to achieve exactly what I wanted.

What could they have done better?

There is nothing stands out where improvements might be made.

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

Early retirement

How has Ian Campbell helped you?

Monthly income from transfer of previous pensions

Have you seen the outcome you were hoping for?

Kind of

What could they have done better?

Nothing. Circumstance's outwith his control affected returns ie Covid and war

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

We had multiple pension plans and wanted to coalesce into a single plan.

How has Ian Campbell helped you?

Ian first got to know us, and we felt instantly connected to his suggestions, this down to his knowledge of navigating the best course for us. One of the best financial planning services we’ve ever used. Ian came recommended, and we have since advised our friends likewise to connect to Ian.

Have you seen the outcome you were hoping for?

Yes, simplified comms and visibility, and we are happy with the growth we have seen in a volatile market.

What could they have done better?

Very happy with how Ian and his team acted under his supervision.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Was considering transferring out of a Final Salary pension scheme and needed advice

How has Ian Campbell helped you?

Ian has explained the products and recommended some changes as required. He has answered my questions and also rectified a couple of issues very quickly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I was considering and then completed a pension transfer in 2019 with Ian's advice. In the past 12 months I have needed to access the pension and have completed this with Ian's advice following income and tax considerations.

How has Ian Campbell helped you?

Ian advised how best to access the funds over 2 tax years without incurring excessive tax payments.

Have you seen the outcome you were hoping for?

Yes. The transfer was completed successfully in 2019 and has been managed professionally since then with personal considerations (short and long term) at the core of any decisions. The funds I required in the past 12 months have been successfully transferred to me considering my personal tax situation.

What could they have done better?

It was all handles quickly, efficiently and professionally.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Inheritance tax planning and pension advise.

How has Ian Campbell helped you?

The trust I have in Ian allows me the peace of mind that something is happening and the investment portfolio is being managed. We may need to discuss the risk factor.

Have you seen the outcome you were hoping for?

Not yet but this is a longer term strategy and has a few mitigating factors. 2023 turmoil in global and homeland economics and uncertainty, Government instability, banking inefficiencies and market challenges and personally I am still working on my work-life imbalance and need to be more involved. I would however have expected more than a 1.5 - 2% gain - versus fees!

What could they have done better?

With every financial plan you are hoping for a better ROI. I just need to be more involved.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Seeking advice re pension transfer from defined benefit scheme and whether to go ahead

How has Ian Campbell helped you?

Ian has organised regular meetings to discuss performance of my investments and supplied updates on changes to financial markets/planning/taxation. He readily supplies answers to any queries I have and is easily contactable

Have you seen the outcome you were hoping for?

Yes, transferred pension - valuation of wrap has increased over period from initial transfer

What could they have done better?

I'm satisfied with my dealings with Ian

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension savings

How has Ian Campbell helped you?

He is very knowledgeable about the various pension/saving options

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Being made redundant by long term employer

How has Ian Campbell helped you?

By providing solid advice on how to best handle our entire financial portfolio, including pension transfer options. In these turbulent times, reassuring us about our investment choices & long term financial position.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

...

How has Ian Campbell helped you?

.....

Have you seen the outcome you were hoping for?

....

What could they have done better?

.....

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Getting older! Looking at providing for our futures (and our children's) in a tax-efficient manner

How has Ian Campbell helped you?

Ian has provided clear, structured advice on all of the areas we required, and has initiated investment pland which both suit our needs and provide a good return.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Can't think of anything here.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Pension pot

How has Ian Campbell helped you?

He listens to our needs, advises without bias and has delivered what he said he would. 100% recommend him

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Considering pension transfer

How has Ian Campbell helped you?

Most certainly - gave me the confidence to make changes to my pensions - decisions which were challenging for me without full knowledge of the pension rules.

Have you seen the outcome you were hoping for?

Yes, very efficient process from fact finding to recommendation to implementation.

What could they have done better?

n/a

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement age and wanted to explore options for my final salary pension transfer to maximise flexibility. I have known and worked with Ian before so it was a natural decision to seek his expertise

How has Ian Campbell helped you?

Providing expert advice on maintaining the value of my pension while ensuring my risk appetite and profile are regularly monitored and maintained

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I was looking to transfer my pension out of a db scheme

How has Ian Campbell helped you?

He has given me good professional advice with regards to looking after my money and he has always been honest with his advice and the performance of the funds chosen.

Have you seen the outcome you were hoping for?

Yes, I have been satisfied with the outcome.

What could they have done better?

The only thing that could have been better is the performance of the funds selected but that would be difficult in the recent financial climate.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Financial planning with future cashflow model

How has Ian Campbell helped you?

Excellent planning service and advice during initial analysis and follow-up review.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

The government enabling pension transfers service and Ian took over from our previous adviser

How has Ian Campbell helped you?

Ian always has time to answer any queries we have. Is great at providing easily understood explanation on any questions we might have. Over the years Ian has kept us informed and provided great advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Sale of company

How has Ian Campbell helped you?

Ian explains things in a very open and straight forward way and always provides options so I can make an informed decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything, offhand

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

To help guide us into our Retirement.

How has Ian Campbell helped you?

Ian is very easy to speak to and simplifies information for us.

Have you seen the outcome you were hoping for?

Still early days for us.

What could they have done better?

Everything is fine at the moment.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Had money to invest

How has Ian Campbell helped you?

Given good advice. Ian is very knowledgeable and happy to chat about things

Have you seen the outcome you were hoping for?

Would have liked more return on money but that was due to market influences

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Received funds from Company

How has Ian Campbell helped you?

Friendly advice, coaching, care in giving us direction with investments and excellent follow up

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Consolidation of pensions ahead of retirement

How has Ian Campbell helped you?

Reviewing my pensions and consolidating my plans ahead of retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Business advice

How has Ian Campbell helped you?

Always takes the time to understand my situation and advice has proven beneficial to myself and my company

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to add

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Took early retirement and felt the need to talk to a professional about where I was and what needed to happen.

How has Ian Campbell helped you?

Ian has grown in confidence over the past 5 years, exhibiting a growing appreciation of the specific needs of myself and my wife in terms of what we want / desire to achieve in later life.

Have you seen the outcome you were hoping for?

Yes, from the outset of of our engagement I have felt comfortable with the interaction in managing my transition to retirement.

What could they have done better?

In the beginning, we were passed along from a previous advisor, one whom we had "signed up" with. Ian seemed a bit reticent , when compared to the previous / initial advisor, but he has grown in confidence and is now a very assured person.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I was self employed and used AAB as the company who would look after my company's financial and Tax affairs. It then made sense to use the Personal Wealth arm of AAB to look after my own personal finance and planning affairs.

How has Ian Campbell helped you?

My own personal knowledge of Finance and Investment planning is limited, and Ian has helped enormously in the advice and help he has given over the years, certainly something that I could not attempt doing myself.

Have you seen the outcome you were hoping for?

I would say that over the period of time that AAB have been looking after my own personal financial affairs, I have been more than happy.

What could they have done better?

There are no areas in my dealings with Ian and AAB that I feel were not properly addressed.

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Expert financial advice

How has Ian Campbell helped you?

Ian’s expertise and ability to explain relatively complex matters in a clear and understandable way is much appreciated and supports our decision making

Have you seen the outcome you were hoping for?

Yes in terms of clarity on financial situation and options for the future