Sean's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 9 )
Pensions ( 95 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 53 )
Investments and Savings ( 62 )
Pension Transfers - Non Specialist ( 17 )
Inheritance Planning ( 20 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 35 )
Financial Mentoring ( 9 )
Financial Coaching ( 10 )
( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 30 )
£100k - £200k ( 21 )
Up to £50k ( 12 )
£50k - 100k ( 11 )
Review
by a verified client in South Yorkshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement.
How has Sean McDermott helped you?
Sean helped me to understand better how to plan and fund my retirement . He showed me options that I had not thought of. He carefully explained the benefits and also the risks of the various options available to me.
Have you seen the outcome you were hoping for?
Yes, I am happy with the current situation.
What could they have done better?
Nothing comes to mind .
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change of role and needing to combine pensions
How has Sean McDermott helped you?
Initially Brought pensions together. Looked at options to boost pension and future generations planning. More recently Inheritance and retirement advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Over 6 years ago I contact Sean for financial advise ref pensions and consolidating my monies
How has Sean McDermott helped you?
Sorted everything out and been brilliant giving advice
Have you seen the outcome you were hoping for?
100%
What could they have done better?
Nothing really
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Sean McDermott helped you?
Advice on pension management, retirement planning, drawdown, etc.
Have you seen the outcome you were hoping for?
Yes, with the rider being unplanned world events impacting my investments.
What could they have done better?
Nothing.
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had inherited monies and required direction, planning and advice as to the way forward
How has Sean McDermott helped you?
Sean’s investment advice and planning in the long term enables me to feel confident that I can provide comfortably for the future and possible future care.
Have you seen the outcome you were hoping for?
Yes..
What could they have done better?
Nothing, I am confident in Sean’s communication and advice.