Stuart McLean

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

Investment of inheritance

How has Stuart McLean helped you?

His clear and concise explanations have given me a better understanding of how best to manage our investments

Have you seen the outcome you were hoping for?

Yes

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

Having my own business, I figured I would have a reasonable level of disposable income that I would like to invest. I was introduced to Stuart through my father who had worked with Stuart for many years and had realised excellent results.

How has Stuart McLean helped you?

By understanding how best to invest each year and monitoring my investments on my behalf

Have you seen the outcome you were hoping for?

Yes, generally as expected annually and better in some years.

What could they have done better?

Nothing really

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

Ever since I was 25 I have always recognised the importance of seeking professional support and advice in my financial dealings.

How has Stuart McLean helped you?

Long term investments and financial planning. ISA, pensions, CGT, investment trusts, inheritance planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am always checked St J fee structures and sometimes have found it confusing. Stuart is always clear on his explanation.

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

I started up my own business in 2015 and needed to set up a SIPP. My accountant introduced me to Stuart McLean

How has Stuart McLean helped you?

Stuart McLean and I have built up such a good relationship over the last 9 years that all of my financial products are now under his care. All my pensions have been transferred over to him, and my ISAa. Stuart has guided us through all of our major life events in that time.

Have you seen the outcome you were hoping for?

I am extremely satisfied with the outcome of having engaged with Stuart back in 2015. I feel my money is in safe hands. I trust him implicitly to do the right thing. I am honoured to call him a friend

What could they have done better?

Nothing. Not a single thing. He’s a star.

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

I wanted to set up a pension scheme and wanted the best advice.

How has Stuart McLean helped you?

Stuart has provided an excellent, personal service. I deal with him directly, he takes time to explain the pros and cons before I make each decision and I feel like a valued client.

Have you seen the outcome you were hoping for?

Yes. I am confident that Stuart and the team at SJPP continually assess the range of investments and make informed decisions for the best outcome. I feel that I am in safe, experienced hands.

What could they have done better?

The service is excellent. I cannot think of any improvement.