Ian's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 8 )
Inheritance Planning ( 5 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 1 )
Up to £50k ( 3 )
Review
by a verified client in Dorset
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have instructed Ian on behalf of my clients.
How has Ian MacKendrick helped you?
Ian has given investment advice as well as pension loss reports.
Have you seen the outcome you were hoping for?
Yes.
Review
by a verified client in Sussex
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
when investing on behalf of clients for whom I act as Attorney or Deputy
How has Ian MacKendrick helped you?
he provided prompt, client orientated advice, tailored to individual client's circumstances
Have you seen the outcome you were hoping for?
yes
Review
by a verified client in Dorset
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The lady I am employed by took on new work and it required us to instruct a financial adviser
How has Ian MacKendrick helped you?
He came to our office and took all the information needed and prepared a fantastic breakdown of everything beautifully presented and easy to understand. Him and his team are always contactable and happy to help with any queries.
Have you seen the outcome you were hoping for?
Yes, absolutely!
What could they have done better?
Nothing comes to mind
Review
by a verified client in London
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing the finances of vulnerable individuals, with a specialism for investing awards for those suffering from injury, including tackling the rather complex issues of reduced life expectancy and fund sustainability.
How has Ian MacKendrick helped you?
Investment reports, expert witness reporting and fund management.
Have you seen the outcome you were hoping for?
Excellent returns on funds managed, with a tailored, pro-active and holistic approach to client and transaction management. Ian is a wonderful financial adviser who really understands the needs of our vulnerable clients.
Review
by a verified client in West Sussex
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Money to invest for a discretionary trust
How has Ian MacKendrick helped you?
By providing suitable recommendations
Have you seen the outcome you were hoping for?
Yes