Brian Kennedy

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

Had some money to invest after the sale of our house.

How has Brian Kennedy helped you?

He invested my money.

Have you seen the outcome you were hoping for?

Yes I am very pleased and my investment is making steady progress.

What could they have done better?

I feel Brian does his very best and couldn't do anything better

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

money over after house sale.

How has Brian Kennedy helped you?

brian advised us how to invest our money and what risk factor we were comfortable in dealing with in the process.

Have you seen the outcome you were hoping for?

very much so, although we are aware of the markets and how they can change, but this is a long term investment so we are happy to stay in for the duration no matter what.

What could they have done better?

i have no worries with brian as he is very "hands on" with his approach , never letting investments go under the radar so to speak and always ready to act if the need be.

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

Shortfall in income required to cover my mothers care home fees. Whilst protecting her capital.

How has Brian Kennedy helped you?

Reviewed all assets and income. Set up new investment to cover shortfall. Assisted in managing current assets. Reassured that these assets were appropriate for mothers needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No. Brian was always available for support and advice. His actions were always efficient and effective.

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

Brian reviewed my investment objectives and set in place an appropriate investment solution.

How has Brian Kennedy helped you?

He put together fund solutions which I felt were ideal for me.

Have you seen the outcome you were hoping for?

Very much. Brian is very reliable and has a good personal touch.

What could they have done better?

Nothing. He looks after my interests at all times.

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

We are a small charity and have to comply this year with new auto- enrolment pension provision. We issued a tender.

How has Brian Kennedy helped you?

Brian understood immediately our position as a small employer and searched for appropriate pension provider, provided necessary information in person at staff meeting and advised me re standard letters, pension providers, pension regulator obligations and was accessible throughout process.

Have you seen the outcome you were hoping for?

Absolutely, we are now compliant and up and running with new pension provider.

What could they have done better?

Nothing! Brian is a very personable, affable, people person and an expert, with many years knowledge and experience under his belt. I have no hesitation in recommending his services