Laura McLean

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

we wanted to find a fund manager that shared our ethical and environmental values and would help us navigate where we could have the biggest impact with our investments.

How has Laura McLean helped you?

Laura took time to understand our needs and to work with us to find a compromise that aligned with our comfort level for risk.

Have you seen the outcome you were hoping for?

Yes in terms of the advice and service offered by Laura during a highly volatile economic time.

Please provide a brief comment about your experience with Laura

Laura was clear, straightforward and easy to talk to in our first meeting. She represented her company well without any sales pressure to proceed further, which I’m happy to do so.

Please provide a brief comment about your experience with Laura

Very helpful, informative, and in a relaxed, informal way.

Please provide a brief comment about your experience with Laura

My introduction to TPO and where their expertise lies was explained extremely well to me by Laura during our telephone conversation recently.

Please provide a brief comment about your experience with Laura

I had an initial appointment phone call with Laura. She is very knowledgeable, listened and understood my needs quickly and accurately and gave me very useful advice. Highly recommended!