Kieran Taylor

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

I initially required an advisor due to redundancy during the covid years and chose Kieran on his responsive and excellent feedback on my circumstances.

How has Kieran Taylor helped you?

Kieran explains all my queries on financial issues in easy, matter of fact terms and has given great guidance over the past few years.

Have you seen the outcome you were hoping for?

I certainly have seen my financial pot grow.

What could they have done better?

Nothing.

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

I was unhappy with my previous advisor (after M&A) and decided to move to a new advisor

How has Kieran Taylor helped you?

he has given a good face to face service, listens to what is important to me (and my family) and gives good and clear advice.

Have you seen the outcome you were hoping for?

It remains early days, but so far, so go

What could they have done better?

n/a

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

Company fund

How has Kieran Taylor helped you?

Best advice I have received so far

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

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

As we are nearing retirement, my wife and I wished to get good advice on pensions and retirement planning.

How has Kieran Taylor helped you?

Kieran has helped us understand our options and help us invest. Kieran listened to our needs and has given us good guidance, explained in a practical common sense way which was easy to understand.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

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

Early retirement and pension fund investment.

How has Kieran Taylor helped you?

Kieran was able to assist in the securing of the two different company pension funds I had, brokering the best deal possible and bring them both together into a managed SJP pension fund.

Have you seen the outcome you were hoping for?

Exceeded expectations

What could they have done better?

Not sure they could have.