Sean Guirey

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

I needed to get my finances in order

How has Sean Guirey helped you?

Sean has given clear , straightforward advice which has been easy to understand.

Have you seen the outcome you were hoping for?

Yes , in as much as explaining and understanding the markets and their impact on me .

What could they have done better?

I’m not certain there could be any improvement.

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

We needed assistance with long-term financial planning and how best to make ethical investments.

How has Sean Guirey helped you?

Sean has provided trusted advice on various topics. He has always tried to find a balance between our ethical views and the need to maximise our investments. Sean has helped us plan for the future and make the most of our assets.

Have you seen the outcome you were hoping for?

We have been able to invest ethically and to better understand our cashflow. Long-term planning is ongoing and subject to volatile financial markets and geopolitical events.

What could they have done better?

Clearer reporting on charges.

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

Dissatisfaction with my previous adviser.

How has Sean Guirey helped you?

He has advised on pensions, helped us to make financial decisions, and has always been there to bounce ideas around.

Have you seen the outcome you were hoping for?

Currently things are ticking along more or less as planned.

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

I needed help with my pension folio

How has Sean Guirey helped you?

Sean has been amazing with his advice regarding my pensions and also financial planning, he is always proactive with setting up meetings and following up with reports.

Have you seen the outcome you were hoping for?

I've most definitely seen the results that I was hoping for.

What could they have done better?

I'm struggling with this question, so far we are on a great course that will hopefully give me the best pension results moving forward.

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

We initially as income streams that were inconsistent but significant and needed advise on how best to invest our money. We were also very keen to plan for our long-term future from as soon as possible and in need of grounded advice.

How has Sean Guirey helped you?

Sean has been a joy to work with, so easy to converse with and always has the right questions to ask in the right manner for us. He has helped us to organise our own pensions, invest in portfolios and effectively plan for house moves around dynamic careers with some significant changes through the past 12+ years. We also needed to withdraw some of our investment funds at short notice, which he and his team did both dynamically and with a calm and thorough approach.

Have you seen the outcome you were hoping for?

100%! Our pensions are in incredibly good positions for a couple in only the middle of their working lives. Our investment portfolios have surged in the past couple of years and we feel incredibly safe and assured in their hands.

What could they have done better?

Made us even more money! Only joking, I cannot fault their service and most importantly the human connection they so quickly establish and flourish. I cannot recommend them enough.