Anne McClean

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

Following the death of my father advice was needed family wide.

How has Anne McClean helped you?

Huge help with estate planning, managing funds and estimating future requirements

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

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

My wife and I were looking to bring all our investments and pensions under one umbrella.

How has Anne McClean helped you?

Anne is an excellent communicator who talks us through different scenarios and options in a clear, thorough manner, enabling us to make well-informed decisions about our future. She is also very personable, which is something I value highly..

Have you seen the outcome you were hoping for?

Yes, we have seen great results since working with Anne.

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

The need for professional quality independent trustful advice on investing and managing a pension.

How has Anne McClean helped you?

By identifying my requirements and delivering on that investment strategy as well as ensuring that a safe prudent course is pursued.

Have you seen the outcome you were hoping for?

Yes. I have been very impressed with her approach and the pension management, advice, and investment outcome.

What could they have done better?

I am happy with the service delivered todate.

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

Making the mistake of of our pensions and investments

How has Anne McClean helped you?

Anne has been an invaluable advisor to our family over the last 18 years. She has given us excellent advice on a wide variety of investments and general financial planning during our careers.

Have you seen the outcome you were hoping for?

Yes!

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

I am now retired but some years before retirement, I needed to have expert, comprehensive and trusted advice. Anne was recommended to me by a former colleague who had similarly experienced guidance.

How has Anne McClean helped you?

Anne gave me extensive and detailed advice prior to my deciding to retire. This gave me a much greater understanding of not only the issues involved but also guidance towards retirement itself. This included amalgamating a number of different pension plans into a SIPP and dealing with an annuity. The advice then and to the present day, has given me confidence in my retirement. Anne has an extremely effective ability to deliver not only an extremely personal touch in dealing with me as a client but also in providing practical solutions. As a professional barrister I expect complex information to be delivered in a digestible way. She not only has a superb intellect but there is a comprehensive way in which she deals with matters which make all the difference. I really feel as though she does understand my needs and requirements for the purposes of my retirement and otherwise. Her help and guidance has been enormous and I have found the relationship very fruitful.

Have you seen the outcome you were hoping for?

I was seeking a number of outcomes and Anne has achieved all of them to a very high degree. Accordingly, she has exceeded all my expectations on every front.

What could they have done better?

In my experience, there is nothing that could be better as in dealing with Anne as everything involves a confident stream of innovation and interest.