Dean's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 166 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 99 )
Investments and Savings ( 103 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 30 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 45 )
Financial Planning ( 59 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 54 )
£200k - £500k ( 45 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 10 )
£50k - 100k ( 3 )
Review
by a verified client in Surrey
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension plan
How has Dean McSloy helped you?
Very much so
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
18 days ago
Overall
Please provide a brief comment about your experience with Dean
Dean is an excellent communicator and explained in detail every question I asked. He was not at all pushy and we left it that I would contact him if needed. As it happens I might well ask Dean to prepare a report for me!
First impression
by a VouchedFor user
23 days ago
Overall
Please provide a brief comment about your experience with Dean
Very personable and helpful
Review
by a verified client in Hampshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Redundancy and pensions
How has Dean McSloy helped you?
Dean has advised and assisted myself and my wife with our pensions and setting up a SIPP
Have you seen the outcome you were hoping for?
Yes, overall our SIPP has risen at the rate anticipated.
What could they have done better?
Personally, nothing better
Review
by a verified client in Essex
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and pension advice.
How has Dean McSloy helped you?
Dean has always been very supportive through some challenging periods - always listening to our needs and providing a high quality of service. Always approachable and quick to respond.
Have you seen the outcome you were hoping for?
Yes - albeit tempered by world events outside of control for example Covid, Russia invading Ukraine and more recently the Trump effect, all causing market turmoil globally.
What could they have done better?
Nothing comes to mind