Michael's reviews
Reviewed for
Insurance and Protection ( 4 )
Mortgages ( 1 )
Pensions ( 60 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 44 )
Investments and Savings ( 71 )
Pension Transfers - Non Specialist ( 12 )
Inheritance Planning ( 9 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 26 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 17 )
£100k - £200k ( 20 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Review
by a verified client in South Lanarkshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting close to retirement
How has Michael McLintock helped you?
Yes
Have you seen the outcome you were hoping for?
Too early to tell
Michael:
Many thanks for the review. Much appreciated.Review
by a verified client in South Lanarkshire
20 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Michael McLintock helped you?
1year
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of.
Michael:
Many thanks for the review.Review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous long term adviser was retiring and I was looking for a local, personal and professional advisor. I had previously come across Michael in a previous situation and was impressed back then by his approach and service.
How has Michael McLintock helped you?
He has taken over the advisory role of his predecessor and given a fresh view to my family long term financial aims.
Have you seen the outcome you were hoping for?
Early days for long term results but his attitude and prompt professional and friendly service makes me and my wife confident that we have made the right choice
What could they have done better?
There are no areas that I feel could have been better handled. Great communication. Pleasant and incisive face to face meetings and prompt written confirmation of actions.
Michael:
Many thnaks for your review. Delighted to have you both as clients.Review
by a verified client in Lanarkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted pension & financial advice in order to plan realistically & sensibly for my retirement.
How has Michael McLintock helped you?
Michael has given us confidence that we were right to choose to work with him rather than leave our finances to chance & run with the very little we knew.
Have you seen the outcome you were hoping for?
Not yet but we’re hopeful it will all come together based on Michael’s advice.
What could they have done better?
Nothing. Michael has been great from start to finish. He kept us fully informed whilst he sourced my pension information from the providers & arranged timely meetings at our home to explain his plan for our finances.
Michael:
Many thanks for the review. Only a few weeks left now before your retirement starts.Review
by a verified client in Lanarkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needing some long-term financial advice, in particular some active management of my pension
How has Michael McLintock helped you?
Michael explained the options and helped me get a clearer idea of what I need to do
Have you seen the outcome you were hoping for?
It's too early to say with regards to pension performance but it's been very easy and confidence-inspiring so far to work with Michael
Michael:
Thanks for the review. Glad your retirement is looking so good.