Michael Geddis

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

My husband is a client & he got good advice & guidance.

How has Michael Geddis helped you?

Michael made this so clear & easy to understand .

Have you seen the outcome you were hoping for?

I have just started my portfolio .

What could they have done better?

Nothing - the service was fantastic.

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

I became aware of Platinum Financial when I attended a retirement webinar arranged by NIPSA. As a follow up, Platinum offered a complimentary consultation to me and my wife, Angela. Angela had decided to retire and I was considering taking partial retirement from the civil service but I was unsure of the complexities of the NICS pension scheme . Michael was the consultant assigned to us..

How has Michael Geddis helped you?

Michael advised me on my NICS pension, in particular with regard to final salary entitlement. He looked at our private pension schemes, savings and expenditure. Following discussion we decided that I would defer partial retirement and Angela would retire full time. Michael produced a detailed financial report tailored to our needs and wishes, including options for drawing Angela's pension in the most tax efficient way. He also looked ahead to potential inheritance tax and advised that we keep options under review.

Have you seen the outcome you were hoping for?

Based on the advice and service provided by Michael we transferred management advice of our stocks & shares ISAs from our previous financial advisor to Platinum because we felt that the service provided by Michael was much more professional and tailored to our wishes.

What could they have done better?

Honestly nothing. We were particularly impressed by Michael's presentation skills and the preparatory work in producing Power Point presentations and a final portfolio.

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

I wanted to increase the value in my savings, rather than languishing in a bank account and losing value over time.

How has Michael Geddis helped you?

Michael has been invaluable with his advice and planning for our future financial security.

Have you seen the outcome you were hoping for?

We are now seeing gains from our investments, notwithstanding the damage being inflicted on world markets from the US.

What could they have done better?

I don’t feel qualified to answer such a question.

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

I was thinking about retiring and needed some advice. I worked in health and social care and was a member of NIPSA so got a free appointment with Platinum

How has Michael Geddis helped you?

Michael has been very reassuring - especially when considering our income once retired. He has also helped us invest money that was sitting in the bank. His general financial advice has been very helpful

Have you seen the outcome you were hoping for?

Yes so far

What could they have done better?

Thing at this stage

Please provide a brief comment about your experience with Michael

Michael was clear and honest in his advice. As someone not familiar with investing, he explained everything fully and I found that any questions were well received. His knowledge was evident throughout and took the time to listen and understand my position. I’d certainly recommend him for impartial advice.