Jonathan Campbell

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

Retirement

How has Jonathan Campbell helped you?

Excellent advice

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?

I was approaching retirement and was looking for advice on pensions and savings.

How has Jonathan Campbell helped you?

Over the last 8 years Jonathan has given us excellent advice and has always explained things in a manner that we can understand.

Have you seen the outcome you were hoping for?

Yes. I have been retired for 4 years and despite recent market volatility our investments performed well.

What could they have done better?

Nothing

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

Been client of McCreas for at least 25 years

How has Jonathan Campbell helped you?

In person and audio meetings to discuss predominantly inheritance issues

Have you seen the outcome you were hoping for?

Not completed yet

What could they have done better?

N/A

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

General savings help

How has Jonathan Campbell helped you?

Yes, he has a very clear and concise communication style that ahs helped with decision making

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - I'm very happy with Jonathan and the whole team.

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

I needed a pension.

How has Jonathan Campbell helped you?

He provided the help I needed to set up a pension and manage my savings.

Have you seen the outcome you were hoping for?

yes