Chris Mackie

How has Chris Mackie helped you?

Chris has been very supportive and informative assisting me with planning for my future following retirement. The service has been excellent so far. It is too early to rate the investment options but I have every confidence I have been well advised for my personal circumstances.

How has Chris Mackie helped you?

Complies to all my requirements and needs . Happy to listen to what I have to say and will advise as to what he thinks is best for me.

What could they have done better?

So far he is doing a good job no complaints.

How has Chris Mackie helped you?

He takes to listens to me, what I want and need. He will explain in a way that I understand and if I ask for him to explain again he will do so willing. He always replies to my emails or phone calls. I have never felt uncomfortable about any investments he has suggested.

What could they have done better?

At the moment I am very happy with the way I am being advise.

How has Chris Mackie helped you?

We received a very personal service from the start with home visits at convenient times. Having just married we both had existing investments and properties to take into account and he merged the various into one wrap which will save significant tax and provide a much better return than any alternative investment we had seen. The wrap means we balance the portfolio without cost as soon as it looks like it is becoming too dependent on any holding and compared to my previous experience with managed funds this is very efficient and maintains a low risk but yet with a good return. We were charged one fee at the start then no recurring trading costs where i had been quoted several thousand pounds to set the scheme up and more to monitor it. He also delayed me crystalising my pension by borrowing within my SIPP at a very low rate of interest. This protects my estate should I die within the next 3 years from significant taxation. Altogether a big improvement on my previous IFA who did not seem to understand all the implications of the various options we considered. I am 61 and my wife is 65 so we need secure income looking ahead and we are very confident that the information we have been given will provide what we require in a way we could never have done ourselves.

What could they have done better?

Nothing really. We have a clear sense of direction and a plan we can understand leaving him to do the work behind the scenes. I am relaxed about my future funding and our IHT planning.

How has Chris Mackie helped you?

Regular monitoring of funds, regular contact, superb advice, ties in with accountant.