Dean's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 184 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 116 )
Investments and Savings ( 124 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 37 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 46 )
Financial Planning ( 74 )
Financial Mentoring ( 9 )
Financial Coaching ( 6 )
( 2 )
Reviewers' assets
£500k+ ( 63 )
£200k - £500k ( 50 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 10 )
£50k - 100k ( 4 )
Review
by a verified client in Buckinghamshire
19 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband sought help with merging his pensions into one pot
How has Dean McSloy helped you?
Dean has always been at hand with any queries I’ve had regarding my pension and has also helped with savings and investments, making sure I am achieving the best return.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Couldn’t have asked for more at this stage.
Review
by a verified client in London
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to grow a pension
How has Dean McSloy helped you?
Dean has helped my pension to grow
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and pensions
How has Dean McSloy helped you?
Deans advice has helped plan our retirement. He always takes the time to ensure that any financial recommendations and decisions are fully explained and understood. Keeping us on track for the future.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
Nothing.
Review
by a verified client in Bedfordshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on investments
How has Dean McSloy helped you?
First came into contact with Dean when he was an advisor with Barclays and have used his advice subsequently for investments and pensions as my family has grown
Have you seen the outcome you were hoping for?
Absolutely, during times when world markets have been very volatile, Dean has provided advice and reasurrance that has seen our investments grow in the long term
What could they have done better?
Nothing
Review
by a verified client in Bedfordshire
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Initially to discuss the benefits or otherwise of greater flexibility by transferring my Bank pensions onto a SIPP.
How has Dean McSloy helped you?
He undertook a detailed initial review which gave me great comfort. Dean is always responsive and has kept me apprised of portfolio performance, market trends, and the aligned strategy to both develop and defend the portfolio in light of market conditions.
Have you seen the outcome you were hoping for?
Simply put, yes.
What could they have done better?
My portfolio is very widely spread and I don’t believe there is anything material that they could have done better.