Ian's reviews
Reviewed for
Insurance and Protection ( 36 )
Mortgages ( 49 )
Pensions ( 61 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 23 )
Investments and Savings ( 51 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 9 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 8 )
£100k - £200k ( 15 )
£50k - 100k ( 9 )
Up to £50k ( 33 )
Review
by a verified client in Lanarkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I felt the advice given to me from former adviser was conservative. After being told by former work colleague I decided to change
How has Ian Galston helped you?
Made it fairly easy to understand what I am aiming for and giving me sound advice
Have you seen the outcome you were hoping for?
Early days but initial signs are looking promising
What could they have done better?
Nothing that I honestly say
Repeat review
by a verified client in Lanarkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Galston helped you since your last review?
Ian clarified what value of house purchase was appropriate to our situation.
Repeat review
by a verified client in Lanarkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Galston helped you since your last review?
Reviewing investment
Repeat review
by a verified client in Ayrshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Galston helped you since your last review?
Ian continues to review our investments and pension income annually and found the best home insurance cover when the renewal is due.
Repeat review
by a verified client in Lanarkshire
4 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Ian Galston helped you since your last review?
Annual visits and at the end of a phone whenever I need advice.