Jordan Cairney

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

As we are both of retirement age it was essential that our investments were suitably placed to ensure we got maximum benefits from them

How has Jordan Cairney helped you?

Jordan has definitely helped us with our financial planning and he is very approachable which makes it easier to discuss situations with us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not that we are aware of

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

We were looking to invest some of our pension pots .

How has Jordan Cairney helped you?

Gave a us good clear advice on how to do this

Have you seen the outcome you were hoping for?

It's a bit mad with all the Trump stuff , but prior to that we were doing ok

What could they have done better?

All good

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

Pension transfer from DB scheme to self invested pension arrangement.

How has Jordan Cairney helped you?

Reviewed existing funds, discussing and explaining performance and alternatives.

Have you seen the outcome you were hoping for?

Too soon at the moment as fund switches only recently transacted.

What could they have done better?

No issues.

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

Pension funds

How has Jordan Cairney helped you?

Helped use funds to good effect

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

.

How has Jordan Cairney helped you?

.

Have you seen the outcome you were hoping for?

.

What could they have done better?

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