Richard McKeown

This review is a follow-up review from a client who left a review previously.

How has Richard McKeown helped you since your last review?

Our share ISA’s have greatly increased in the last 12 months. Tax advice. Provides regular financial information on emails with helpful informative attachments. Just the fact that he is readily available.

This review is a follow-up review from a client who left a review previously.

How has Richard McKeown helped you since your last review?

Richard has helped me plan for the future giving good advice on pensions and IHT.

This review is a follow-up review from a client who left a review previously.

How has Richard McKeown helped you since your last review?

Richard has provided excellent advice on managing my pension income for both the short and long term.

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

The need to set up a pension and arrange pension maters in readiness for retirement

How has Richard McKeown helped you?

Excellent help with consolidating my pensions and planning an adequate retirement income

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 wanted to set up a savings account and Richard was recommended to me by family who already use him.

How has Richard McKeown helped you?

Richard has explained all sorts of options to me and listens to what my needs are and advised the best options available to me.

Have you seen the outcome you were hoping for?

Yes.