George Isherwood

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

my lack of knowledge of financial matters

How has George Isherwood helped you?

He has provided information in all aspects of my financial affairs, enabling me to take sensible decisions on my portfolio

Have you seen the outcome you were hoping for?

yesI I

What could they have done better?

I am satisfied with the help and advice I have had

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

Had to , otherwise could not get my pension

How has George Isherwood helped you?

update on pension development

Have you seen the outcome you were hoping for?

as expected

What could they have done better?

not really

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

I needed someone to give me advice on my pension

How has George Isherwood helped you?

He gave me plenty of options with no pressure, and the option he recommended is working really well at the moment and is always in contact for advice.

Have you seen the outcome you were hoping for?

Yes, it is going very well.

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

Received compensation in 1994 after a car accident hence advice was needed

How has George Isherwood helped you?

Thoroughly explains where I stand with my finances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have a financial review over the telephone and up to date paperwork would be better prior to the appointment

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

Private Pension

How has George Isherwood helped you?

I’ve had an excellent experience working with this pension advisor and would highly recommend their services to anyone looking to plan confidently for the future. From the very first meeting, they were professional, approachable, and genuinely interested in understanding my financial goals and concerns. They took the time to explain complex pension options in a clear and straightforward way, which made the whole process feel much less overwhelming. I particularly appreciated how transparent they were about fees and the different strategies available, helping me make informed decisions without any pressure. Their advice has been tailored to my individual circumstances, and I now feel much more secure about my retirement plans. Communication has always been prompt and helpful, and I’ve felt supported every step of the way. Overall, a knowledgeable and trustworthy advisor who truly puts their clients first.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of any improvements that could have helped me.