Ian Smith

Please provide a brief comment about your experience with Ian

Please provide a brief comment about your experience with Ian

Myself and my wife recently retired and needed to ensure our financial situation was set up for the future. Ian explained everything very clearly and inspired confidence. What looked potentially like a a complicated process turned out to be very smooth a

How has Ian Smith helped you?

Easy to discuss investment plans with Ian. Any questions are answered very promptly. The James Hay website used for access to performance is reasonably comprehensive

What could they have done better?

The James Hay website does not enable a clear picture, either percentage or value, of how individual or total investments have performed on a period basis for either capital or income.

How has Ian Smith helped you?

Listens attentively to what help and support you need and communicates clearly and in a friendly manner his recommendations. Responds quickly to your enquiries. Provided regular contact through financial newsletters both hard copy and online. My pension portfolio is set up[ online to review at any time. I have given Excellent rating throughout. In the case of value for money, I can't say I've 'compared rates' amongst financial advisors, but it you have won as many industry awards has Ian has, then you can certainly have faith that the charges are far outweighed by the benefits.

How has Ian Smith helped you?

Ian always has time to sit with a client and explain fully the advice he is giving and provides the pros and cons of such advice. I particularly appreciate the time he spends in explaining in laypersons terms what the very often over complicated paperwork actually is trying to say along with his assistance in the completion of that paperwork.

What could they have done better?

Ian has always provided numerous options at a meeting and sometimes it might have been easier to have had less choices to start with. Less is sometimes more. This is not really a crititism as the options given are always appropriate but at time there appears too much to take in at one time.