Sean Guirey

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

Former adviser retired, and Sean was recommended by a mutual acquaintance.

How has Sean Guirey helped you?

Navigating the complex and often mysterious new world of financial planning. In two issues, Sean went beyond the call of duty in my experience, and I am deeply grateful to him.

Have you seen the outcome you were hoping for?

Too early to tell for sure, but yes in principle.

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.