Sean's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 9 )
Pensions ( 89 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 49 )
Investments and Savings ( 58 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 30 )
Financial Mentoring ( 7 )
Financial Coaching ( 9 )
( 1 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 26 )
£100k - £200k ( 21 )
Up to £50k ( 12 )
£50k - 100k ( 11 )
Review
by a verified client in Merseyside
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted draw down advise from someone who comes highly recommended
How has Sean McDermott helped you?
He guided me through all the processes of transferring my company pension and explained it all in lay mans terms
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Everything was done with the utmost professionalism There was not one thing I could fault
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with managing and understanding my pension pot
How has Sean McDermott helped you?
Help with pension consolidation, long term financial planning, coaching around the long term v short term, inheritance advice and POA
Have you seen the outcome you were hoping for?
Yes definitely, seeing my pension grow and building memories!
What could they have done better?
Nothing
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Sean
Sean provide all the information we needed and additional help and advice. We felt reassured and confident in the advice we were given.
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?
We felt we would benefit from financial advice and guidance following family bereavements.
How has Sean McDermott helped you?
Sean has given us invaluable advice consistently over the last 6 years. He has recommended investments which have proved to be both safe and successful. He has also helped enormously with retirement, financial and inheritance planning.
Have you seen the outcome you were hoping for?
We have been delighted with the outcomes achieved.
What could they have done better?
Nothing at all could have been better - all has been excellent.
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?
Initially Mortgage advice then later management of pensions & Retirement Income
How has Sean McDermott helped you?
Best Mortgage deal Given us confidence and reassurance for our retirement income
Have you seen the outcome you were hoping for?
Yes Sean is extremely professional and gives the best advice suitable for our purposes ,he is approachable down to earth and communicates really well making the most complex information simple to understand .
What could they have done better?
I really cannot fault the service provided .... Thank You Sean and the Team for all your help and support