Andy Macguire

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

My retirement and receipt of a pension and cash sum

How has Andy Macguire helped you?

Andy is our representative in the firm that handles our finances following various takeovers. He is very approachable and provides with the type of advice we believe we need.

Have you seen the outcome you were hoping for?

Yes, thus far.

What could they have done better?

Nothing.

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

Originally, about twenty years ago, I received a lot of shares that I needed help with.

How has Andy Macguire helped you?

He is incredibly clear about the advice he gives and really listens to what I want as a regular income from my investments.

Have you seen the outcome you were hoping for?

Indeed. He has been very helpful in guiding me through the maze of financial possibilities (a topic I don't naturally run towards!). I am very happy with the outcome.

What could they have done better?

Nothing could have been done better.

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

I first met and was advised by Sheriar Bradbury to plan for the future and set up a personal pension about 40 years ago.

How has Andy Macguire helped you?

Andy provided a smooth and professional transfer from Sheriar to himself a couple of years ago looking after my financial affairs. Each time we meet he is well prepared and explains everything in simple terms so that I fully understand all his advice.

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?

everyone needs to plan

How has Andy Macguire helped you?

giving clear and helpful advice

Have you seen the outcome you were hoping for?

there has been a growth

What could they have done better?

nothing

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

I needed advice

How has Andy Macguire helped you?

By giving advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Reduced their charges