Richard McKeown

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

We had a few cash ISA's / savings that were due to mature, so wanted advice on the best place to invest these.

How has Richard McKeown helped you?

Richard has talked us through all the options available to us and advised on what he felt would be the right thing for us to do, bearing in mind our ages and retirement age.

Have you seen the outcome you were hoping for?

We have not invested long enough to be able to comment on the outcome of these investments.

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?

Very much the same as last year. I have had advice on cash withdrawals to fund one off / increased expenses. Richard continues to advise annually on my pension and ISA investments with SJP.

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

Some concern about how our investments were doing

How has Richard McKeown helped you?

Richard visited us us in person as we were less sure about internet access. He spent some time reviewing our portfolios and gave good advice regarding future investment

Have you seen the outcome you were hoping for?

Due to world circumstances few investments have seen ingoing increases however they have been steady which is just as important

What could they have done better?

Not sure

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

I took voluntary redundancy and was also able to draw my work pension, so needed advice on how this sitaution would work for me if I didn't look for further employment

How has Richard McKeown helped you?

Richard gave me options that would enable me to have a monthly income until the time I am due to receive my state pension, which could be revisited if I decide to gain employment again.

Have you seen the outcome you were hoping for?

I am very happy with the performance of my portfolio, and hope it continues to perform in the same vein. I am quite confident as my husband has used Richards services for the past 6 years and is very happy with the performance

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?

We are possibly unusual in having no dependents, so Richard takes that into account, but still checks that the situation still applies before giving advice. I'm also grateful that in a rapidly changing world, our investments continue to perform well and give a pleasant surprise at each review!