Anne McClean

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.

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

We looked to switch from our previous adviser.

How has Anne McClean helped you?

Anne has been consistently excellent! She listens to our thoughts and ideas and always responds with carefully thought through advice and assistance. She keeps an eye on our finances even though she has a very professional team under her.

Have you seen the outcome you were hoping for?

Yes, consistently

What could they have done better?

Cannot think of anything!

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

Professional Advice as we had retired and wanted to ensure we did the best possible in our retirement with our funds.

How has Anne McClean helped you?

Anne has given me the confidence to look at options we may not always have thought about, and her immediate help and assistance is so useful. She puts our minds at rest that we are being looked after.

Have you seen the outcome you were hoping for?

Yes, the best possible outcomes in a difficult economic climate

What could they have done better?

No