Dean McSloy

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

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.

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

My barclays pension

How has Dean McSloy helped you?

Helped me with my pension plus advice on inheritance tax

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 had planned to remove my company pension scheme into a SIPP

How has Dean McSloy helped you?

Dean and TPO have provided the resources and investment knowledge and strategies to ensure that my funds are well invested within the risk parameters I had set

Have you seen the outcome you were hoping for?

Yes, investment returns have exceeded our original cash flow plan and I now have maximum flexibility in my retirement planning

What could they have done better?

I am happy with the service

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

When I retired from Work in 2018.

How has Dean McSloy helped you?

Dean has explained the risk and rewards of investing in equity shares and other investment assets. He has also advised on share transfers to minimise my CGT exposure. Along with Pension transfers and the ways to maximise our state pensions.

Have you seen the outcome you were hoping for?

Investing in equity shares does not always give you the returns you want in a year, especially given the exception circumstances that the world has seen over the last 5 years. However overall I am satisfied with the returns that I have achieved on the advice of Dean. His advice on CGT and on our state pensions has also saved us money.

What could they have done better?

This is difficult to answer because we all would like to make more money from our investments but being realistic about this shows the comparison against the tracker. If the updates to website for the monthly fact sheets was automated it would make them more timely.