Chris Bain

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

A need to understand our future financial position.

How has Chris Bain helped you?

Chris has been great at explaining everything to us and helping me with future financial security.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No suggestions because Chris and his team are always available to us and always helpful

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

I was just overwhelmed by the range & variety of financial products & really neede professional assistance

How has Chris Bain helped you?

Chris Bain was / is a real resource for giving clear & comprehensive advice across the full range of financial products. Nothing is too much bother for him - including dealing with my "dim" questions ! Chis also organised meetings with the firms mortgage advisor & directed me to accountancy spoecialists as required. I have no hesitation in recommending him for expert & friendly help

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am satisfied with the various outcomes over the years

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

We have been under the Mc Crea guidance for many years and now that we are both retired our financial circumstances are fairly straightforward. We were recommended to join Mc Creas and it made sense to have our financial affairs looked after to allow us to concentrate on work and children.

How has Chris Bain helped you?

Chris has kept up the Mc Crea tradition of looking after our interests and the interests of the company.

Have you seen the outcome you were hoping for?

Investments go up and down, we are currently content with the performance.

What could they have done better?

Let us know all costs of investing through Mc Creas in the early years and perhaps recommend to us that our fairly simple portfolio may now be eligible for a lower rate of charges.

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

Annual review of financial affairs and pension update.

How has Chris Bain helped you?

He gives a market overview, and advice on how pension is performing. Also provides general advice if there may be any tax issues arising.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

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

Pension planning

How has Chris Bain helped you?

Chris has advised on the most efficient way of taking income from pension and/or savings.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing