Dean McSloy

Review from verified client

December, 2023

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

To sort my pensions

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Great so helpful. Would definitely recommend Dean

What could they have done better?

Nothing

Review from verified client

November, 2023

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

Wanted to make best use and tax efficient use of savings, investments and pensions

Have you seen the outcome you were hoping for?

Yes, through a managed fund with income

How has Dean McSloy helped you?

More comfortable through retirement, income drawdown whilst maintaining investments

What could they have done better?

N/A

First impression from a user who is not yet a client

November, 2023

Please provide a brief comment about your experience with Dean

Dean came across as honest and reliable and knowledgeable. He was able to get a clear picture of my finance situation and gave some great advice and various solutions and made me feel comfortable.

Review from verified client

November, 2023

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

Ensuring I had a robust investment / retirement plan in place to allow me to retire between 56 and 58

Have you seen the outcome you were hoping for?

Yes as retired when 58

How has Dean McSloy helped you?

Set up investments and advised on company pensions to track and delivery my retirement plan

What could they have done better?

Nothing to note

Review from verified client

November, 2023

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

Pension transfer and asvice

Have you seen the outcome you were hoping for?

Excellent service and advice. Would highly recommend Dean

How has Dean McSloy helped you?

Very much so. Pension transfer completed and funds invested

What could they have done better?

Nothing

Review from verified client

November, 2023

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

Approaching retirement with little understanding of the collective value of various company pension pots and what options were available to us.

Have you seen the outcome you were hoping for?

Yes, very much so.

How has Dean McSloy helped you?

Dean has enabled us to make informed decisions in response to market conditions in order to ensure that our long term retirement plans remain viable and on track. He has also explained clearly how TPO administers our SIPPs to ensure the optimum portfolio choices.

Review from verified client

October, 2023

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

I wanted to consolidate my pensions into one pot.

Have you seen the outcome you were hoping for?

not quite

How has Dean McSloy helped you?

Dean is very good to bounce ideas off.

What could they have done better?

make my pension grow more

Review from verified client

October, 2023

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

To move my pension from my previous employer

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

By listening, understanding and making my pension work harder for me

What could they have done better?

Nothing

Review from verified client

October, 2023

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

Advice about pensions Trusts for grandchildren’s education

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

He has been consistently reliable, professional, friendly and helpful. We have consulted him over many years and have been grateful for his help We have greatly valued his advice and experience.

What could they have done better?

N/A

Review from verified client

October, 2023

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

Leaving work

Have you seen the outcome you were hoping for?

To an extent

How has Dean McSloy helped you?

Sound advice

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2023

Please provide a brief comment about your experience with Dean

Dean and TPO were recommended to me by a close friend, as with retirement on my mind, I needed a review of my Financial position. During the one hour meeting it became clear that there no need for any additional products, and Dean was extremely accommodating and I found him to very thorough and professional. He answered my incessant questions without any issues and I have no hesitation in recommending him to anyone seeking an independent review of their finances

Review from verified client

September, 2023

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

I have a 2 substantial "money purchase" pension pots and I wanted to monitor 2 advisors to decide which I would give both pots.

Have you seen the outcome you were hoping for?

Yes because I moved all m y money to TPO

How has Dean McSloy helped you?

Explained clearly how TPO work and gave me confidence in their financial decision making for my funds

What could they have done better?

Using the new IT system for communication, i sometimes feel my messages go into a void and I need to send Dean a text to get a response.

Review from verified client

September, 2023

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

Transfer out from Final Salary Pension Scheme

Have you seen the outcome you were hoping for?

Difficult market conditions in recent years have resulted in returns being a bit disappointing.

How has Dean McSloy helped you?

Dean has helped by providing great advice in navigating difficult market conditions and has successfully preserved capital values and delivered modest growth .

What could they have done better?

Difficult to say given turbulent world economic and market conditions in recent years.

Review from verified client

September, 2023

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

Retirement and pension advice and better care of Existing pension investments.

Have you seen the outcome you were hoping for?

Yes and Dean has been able to advise on more broader pension and investment topics.

How has Dean McSloy helped you?

Pension transfer, retirement planning, financial forecasting, pension income in retirement.

What could they have done better?

NA

Review from verified client

September, 2023

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

Recommended by a friend, and I am glad I took his advice to meet Dean. He's a rare gem and gives you lots of options and forecasts.

Have you seen the outcome you were hoping for?

Yes.

How has Dean McSloy helped you?

Forecasting my retirement with options.

Review from verified client

September, 2023

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

Retirement planning

Have you seen the outcome you were hoping for?

The outcome has been as good as could be expected given volatile market conditions

How has Dean McSloy helped you?

Advice, reassurance, regular communication

What could they have done better?

Nothing

Review from verified client

September, 2023

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

Looking for a higher return on savings

Have you seen the outcome you were hoping for?

Bearing in mind the instability of the global economy, yes.

How has Dean McSloy helped you?

He has explained the risk weighting of different investment options and found a portfolio that meets my risk tolerance.

What could they have done better?

Nothing

Review from verified client

September, 2023

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

Retirement and the need for Pension Transfer advice.

Have you seen the outcome you were hoping for?

The period that I have been with TPO (last 5 years) have been rather bumpy from an economic point of view, however, my investments have stood up well.

How has Dean McSloy helped you?

Always at the end of the phone to chat through any issues/concerns and give informative advice.

What could they have done better?

Happy with the current arrangement.

Review from verified client

September, 2023

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

Initially looking at pension transfer.

Have you seen the outcome you were hoping for?

Yes, pensions transferred.

How has Dean McSloy helped you?

By providing excellent advice and service.

What could they have done better?

Nothing IMO.

Review from verified client

August, 2023

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

Advice

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Advice and support

Review from verified client

August, 2023

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

I was looking at options for my final salary scheme at the time

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Initially Dean undertook a comprehensive review of our requirements, completed the transfer out, and has managed the fund very tightly since, in what became a difficult market dynamic.

What could they have done better?

Nothing

Review from verified client

August, 2023

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

Needing to get pension advice

Have you seen the outcome you were hoping for?

So far

How has Dean McSloy helped you?

Dean is always very prepared for meetings and this has given me confidence from the outset

Review from verified client

August, 2023

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

When I was considering retirement

Have you seen the outcome you were hoping for?

Not exactly as my pension plan has lost money although I realise this has occurred due to a number of unusual factors such as Covid, the war in Ukraine etc

How has Dean McSloy helped you?

Dean is always available to speak to and always provides very timely responses to my communications. He always explains his advice clearly and makes things a lot easier to understand. I have a great deal of trust in his advice and expertise

What could they have done better?

I can't think of anything he could have done better

Review from verified client

August, 2023

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

Combining several old work pensions into a better-managed fund.

Have you seen the outcome you were hoping for?

Given the unfavourable economic circumstances of the past decade, the outcome is probably as good as could be expected.

How has Dean McSloy helped you?

Sound advice.

What could they have done better?

Nothing.

Review from verified client

August, 2023

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

Receipt of pension

Have you seen the outcome you were hoping for?

Yes. Dean has done his best for me since I received the pension in 2020.

How has Dean McSloy helped you?

Managing my money; planning for retirement

What could they have done better?

Nothing. Dean has been consistently professional and very pleasant to deal with

Review from verified client

August, 2023

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

Long term financial planning

Have you seen the outcome you were hoping for?

Yes, Dean has been incredible in helping us set up savings and investments for short, medium and long term.

How has Dean McSloy helped you?

Very, clear thorough and well knowledgeable advice. Has been fantastic over many years of working with him.

Review from verified client

August, 2023

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

Wanting to transfer a final salary pension into Drawdown SIPP

Have you seen the outcome you were hoping for?

Sort of. Returns not as high as hoped/ predicted but Covid etc has not helped

How has Dean McSloy helped you?

Guided me through the process and given illustrations of spending needs against drawdown amounts available

Review from verified client

July, 2023

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

When I retired I have some savings and a lump sum from my pension

Have you seen the outcome you were hoping for?

Indeed yes. Year on year growth.

How has Dean McSloy helped you?

In any investment there is risk and Dean has consistently kept us ahead of the 'game' with sound professional advice and at the same time advancing my knowledge of the world of finance. Along the way my eldest son and best friend have joined the list of Deans clients.

What could they have done better?

Very happy with the advice given by Dean and never thought there has been a time where I could have done better.

Review from verified client

July, 2023

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

Retirement

Have you seen the outcome you were hoping for?

Definitely

How has Dean McSloy helped you?

Dean fully understood our circumstances and needs. He considers all our options, and provides comprehensive yet easy to understand guidance and advice.

What could they have done better?

Nothing

Review from verified client

July, 2023

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

Retired early and needed advice on amalgamation and investment of pension.

Have you seen the outcome you were hoping for?

Yes, as much as can be expected during difficult times.

How has Dean McSloy helped you?

Explained and made what could be completed processes, understandable in laymen terms.

What could they have done better?

Nothing that comes to mind.

First impression from a user who is not yet a client

July, 2023

Please provide a brief comment about your experience with Dean

I contacted The Private Office to request assistance with a general review of my Pension finances. I was contacted immediately by Dean who promptly set up a meeting to conduct the initial review and for him to gain an understanding of my expectations and requirements.

Review from verified client

June, 2023

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

Transferring from a company pension

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Dean is clean with info, we are focused on the plan

Review from verified client

June, 2023

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

needed advice

Have you seen the outcome you were hoping for?

increased value

How has Dean McSloy helped you?

yes

Review from verified client

June, 2023

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

Having more than one deferred final salary scheme pensions and looking at best options to either transfer out or stay in schemes

Have you seen the outcome you were hoping for?

yes, completely

How has Dean McSloy helped you?

Dean helped me to understand in more detail the financial position I was in and how best the finances could be structured to allow me to retire early. His advise was always fair, open and honest and he provided me (and my wife) with the comfort we needed to confirm that we could comfortably do what we wanted to do.

What could they have done better?

In my opinion, nothing. Deans help, advice and service have all been first class.

Review from verified client

June, 2023

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

We were looking for a good rate of interest and Dean McSloy was recommended to us

Have you seen the outcome you were hoping for?

The outcome was better than we expected

How has Dean McSloy helped you?

He has been available whenever we have had queries, and has sorted them out

What could they have done better?

Nothing

Review from verified client

June, 2023

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

Wanted pension advise

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Yes

What could they have done better?

Nothing

Review from verified client

May, 2023

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

I needed to move my company pension out of the scheme it was in

Have you seen the outcome you were hoping for?

Over and above what I was expecting although the last year has seen a drop with everything that is going on

How has Dean McSloy helped you?

Dean explains everything clearly, keeps me informed of what is happening and comes back to me in excellent time if I leave a message for him. He also points out that even though my pension has dropped this year, overall it has done a lot better than we expected

What could they have done better?

Nothing

Review from verified client

May, 2023

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

Pension transfer

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Yes

What could they have done better?

Not much

Review from verified client

May, 2023

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

Felt it was time to hand over to a professional

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Dean has given good thoughtful advice

What could they have done better?

Nothing

Review from verified client

May, 2023

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

Recommendation

Have you seen the outcome you were hoping for?

Excellent service- global market conditions have not helped with overall portfolio growth hoped for.

How has Dean McSloy helped you?

Very professional, approachable and efficient in all my dealings and has helped with family matters.

What could they have done better?

As an investor I am always looking for increased returns but I am fully aware of the headwinds over the last few years but hopefully of good growth/ returns on my portfolio going forward.

Review from verified client

May, 2023

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

Needed to know about my Pension.

Have you seen the outcome you were hoping for?

Yes very helpful

How has Dean McSloy helped you?

He sorted all my queries.

What could they have done better?

N / A

First impression from a user who is not yet a client

May, 2023

Please provide a brief comment about your experience with Dean

Dean was very professional in his approach. He ascertained my enquiry and requirements right at the start of the discussion and based on the information I provided, he gave appropriate advice. He concluded the discussion with an assurance that if the need arose for any financial planning advice in the future, he can be contacted at any time.

Review from verified client

May, 2023

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

Referred by friend

Have you seen the outcome you were hoping for?

Yea

How has Dean McSloy helped you?

Provides sound understandable advice

What could they have done better?

Nothing

First impression from a user who is not yet a client

May, 2023

Please provide a brief comment about your experience with Dean

Dean was excellent in communicating the various options available to me for retirement. He was clear on each step of the process and make every element simple and accessible.

Review from verified client

April, 2023

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

Aged 56, looking at pensions

Have you seen the outcome you were hoping for?

Yed

How has Dean McSloy helped you?

Make a decision around my pension options

What could they have done better?

Nothing, already recommended Dean to family and friends

Review from verified client

April, 2023

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

Retirement lumpsum investment

Have you seen the outcome you were hoping for?

Since the pandemic investing has been challenging and the returns have not been what was seen in previous years.

How has Dean McSloy helped you?

Dean continues to offer excellent advice which is understanding to me as a layman. He takes the time to answer all my questions about what we are doing together and I find it reassuring.

What could they have done better?

Communicating the changes that were taking place around the portfolio factsheets. I only found out about this in our annual review.

First impression from a user who is not yet a client

April, 2023

Please provide a brief comment about your experience with Dean

Dean was very helpful and gave me much valuable information.

Review from verified client

April, 2023

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

General investment advise and pension transfer

Have you seen the outcome you were hoping for?

No - but this is a function of markets!

How has Dean McSloy helped you?

Provided an overview of the issues and the measures TPO were taking to mitigate

What could they have done better?

None

First impression from a user who is not yet a client

March, 2023

Please provide a brief comment about your experience with Dean

Very good

First impression from a user who is not yet a client

March, 2023

Please provide a brief comment about your experience with Dean

Very useful. It was clear very quickly what service he could offer me and my wife and that it was just what we needed. We are taking things further with him.

Review from verified client

March, 2023

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

Retirement

Have you seen the outcome you were hoping for?

Yes Dean jas helped us understand the finacial situation

How has Dean McSloy helped you?

Using his advice we bringing some of our plans forward

What could they have done better?

Nothing that I am aware

Review from verified client

March, 2023

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

With a pension pot to invest it was essential that we had professional and competent advice

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Deans knowledge and understanding of all things relating to retirement income and the general financial market have been invaluable to us for a good number of years.

What could they have done better?

Nothing. Have been impressed with all advice given

First impression from a user who is not yet a client

March, 2023

Please provide a brief comment about your experience with Dean

My first conversation with Dean was very informative, he was very open and helpful.

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Dean

he phoned promptly and discussed the matter in hand with me very well. Although the present conversation didn't lead to any business with Dean the conversation gave me confidence in the advice he was giving

Review from verified client

February, 2023

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

I was looking to make some investments so tracked Dean down as I knew him from his Barclays days and wanted some advice from someone who I trusted and felt comfortable with

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

He has helped me grow and protect my investments

What could they have done better?

Nothing

Review from verified client

February, 2023

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

I needed someone to monitor by sticks and shares

Have you seen the outcome you were hoping for?

Yes, considering we have all been through an unprecedented financial crisis, my investments are stable

How has Dean McSloy helped you?

Dean is incredibly patient and explains everything in a very simple way that is easy to understand, even if you have very little knowledge about finance. He makes me feel reassured about my future.

What could they have done better?

Nothing - I am very happy with his service.

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Dean

Dean's knowledge and ability to distill the more complex scenarios to every day language is very impressive. I'd thoroughly recommend Dean.

Review from verified client

January, 2023

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

To amalgamate several pensions and to protect my spouse long term should anything happen to me

Have you seen the outcome you were hoping for?

Covid and the war in Ukraine both were untimely for us but we remain satisfied with our position given our long term aims.

How has Dean McSloy helped you?

Dean has supported us in enabling us to retire quite early and is always there to answer our calls/needs in a timely fashion.

What could they have done better?

N/A

Review from verified client

January, 2023

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

I was approaching retirement and had numerous pension pots. I needed advice around amalgamating some or all of them.

Have you seen the outcome you were hoping for?

Yes, I am delighted with the outcome.

How has Dean McSloy helped you?

Dean has given me the assurance that I have sufficient funds to enjoy a comfortable retirement and the confidence that I will be cushioned from market turmoil.

What could they have done better?

Nothing comes to mind

Review from verified client

January, 2023

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

I was advised by government pension advise

Have you seen the outcome you were hoping for?

it's a little bit disappointing but that could be said for all pensions in the present climate

How has Dean McSloy helped you?

with my pension portfolio

What could they have done better?

nothing really

Review from verified client

December, 2022

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

I needed guidance with my pension as retiring soon.

Have you seen the outcome you were hoping for?

Yes.

How has Dean McSloy helped you?

Dean discussed all my pension options in a clear way. He helped me decide on the best path for me. I felt relieved after speaking to him and I trusted him.

What could they have done better?

He is so experienced and skilled with financial advice, so I cannot suggest improvement.

Review from verified client

December, 2022

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

I left my previous employers and needed financial advice on what to do with my pension and where to invest.

Have you seen the outcome you were hoping for?

Most definitely

How has Dean McSloy helped you?

Grow my pension so that i can retire comfortably at 55

What could they have done better?

I don't think there is anything very happy with my pension returns

First impression from a user who is not yet a client

December, 2022

Please provide a brief comment about your experience with Dean

I was interested in inheritance tax. Dean set out clearly all the options available to me.He provided excellent advice. My sons sat in on the meeting and Dean provided good quality answers to all the questions asked. I think he would be a great financial advisor to work with.

First impression from a user who is not yet a client

December, 2022

Please provide a brief comment about your experience with Dean

Dean provided very clear advice that I was struggling to get from other advisors. He distilled my situation into manageable blocks and was happy for me to ask questions at any point. I'd thoroughly recommend Dean.

Review from verified client

December, 2022

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

We needed to take care of our long-term financial planning and investment of our pension funds. Dean was recommended to us, having worked for a couple of friends. Best introduction we’ve ever had. If you need this type of service, don’t bother looking anywhere else - Dean is the only one you need to speak to.

Have you seen the outcome you were hoping for?

Absolutely!!

How has Dean McSloy helped you?

Dean has overseen our long-term financial planning for retirement - something I can enjoy earlier than I ever thought thanks to him.

What could they have done better?

Nothing! They use a very conservative model, that bases growth on a really low (3%) assumption, allow for difficult markets, and show you the impact of any decision/drawdown over the rest of your life. An all round fantastic service, backed by some good modelling technology.

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Dean

It was mine and my Wife's first meeting with Dean, he'd previously called me for a chat to explain his services, he sent us some forms to fill in and return for our current circumstances and future needs and retirement dreams. We then spent a couple of hours going through these where he presented various financial retirement projections on a great piece of software. I felt like a weight was lifted, Dean was excellent, very helpful, i am really looking forward to working with him again now i have my target retirement date in sight.

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Dean

Succinct and clear advice

First impression from a user who is not yet a client

November, 2022

Please provide a brief comment about your experience with Dean

Dean was able to explain matters to me with clarity and simplicity

Review from verified client

November, 2022

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

Having retired I wanted advice on how to invest my pension pot to ensure a financially secure retirement for my wife and I.

Have you seen the outcome you were hoping for?

Without doubt.

How has Dean McSloy helped you?

By giving sound advice at a risk level we are happy with.

What could they have done better?

We are more than happy with the advice and increases in our portfolio.

Review from verified client

October, 2022

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

Approximately 6 years ago, pre aged 55, I was looking at taking early retirement and was recommended to Dean. Dean undertook a thorough review of my pensions and investments and provided me with a soundly based set of recommendations that enabled me to fulfil this wish. I have been a client of Dean's ever since and have happily recommended several friends and family to him for which i have had nothing but positive feedback.

Have you seen the outcome you were hoping for?

Yes, very much so. I was able to retire at 55 and to continue to benefit from a standard of living I was looking for.

How has Dean McSloy helped you?

He has reviewed mine and my wife's financial circumstances, considered our risk appetite, and provided soundly based recommendations throughout our relationship.

What could they have done better?

Nothing

Review from verified client

October, 2022

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

I was looking to make some investments so tracked Dean down as I knew him from his Barclays days and wanted some advice from someone who I trusted and felt comfortable with

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2022

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

Pension advice

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Provided clear information to help me determine if I have sufficient funds to retire and to decide how to invest

Review from verified client

October, 2022

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

Pension advice

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

Talked through the options available and the pros and cons of each

What could they have done better?

hard to tell, but satisfied with what was done

Review from verified client

October, 2022

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

I was considering withdrawing my pension from my employer upon being made redundant

How has Dean McSloy helped you?

He advised and most importantly explained everything and acted upon my decision

Have you seen the outcome you were hoping for?

Yes indeed and I have recommended him to others

What could they have done better?

Nothing

Review from verified client

October, 2022

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

Looking for a well established adviser with good track record

How has Dean McSloy helped you?

Provided initial advice from modelling various scenarios. Has continued to provide ongoing support and answer any queries that I have had.

Have you seen the outcome you were hoping for?

Have retired on the basis of advice given. He provided the confirmation that what I wanted to achieve in retirement was possible.

What could they have done better?

Nothing I can think of.

First impression from a user who is not yet a client

September, 2022

Please provide a brief comment about your experience with Dean

Very professional

Review from verified client

September, 2022

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

Inherited money to be invested.

How has Dean McSloy helped you?

He has advised me to enable me to have an income

Have you seen the outcome you were hoping for?

Times are hard at the moment and to get a return of 4% is a good return.

What could they have done better?

I don't know.

Review from verified client

August, 2022

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

Retirement planning

Have you seen the outcome you were hoping for?

Yes

How has Dean McSloy helped you?

I understand more about pensions

What could they have done better?

Can't think of anything

Review from verified client

July, 2022