Gordon Kearney

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

I had two pension schemes, and was looking to retire, so needed some advice on how that could best work

How has Gordon Kearney helped you?

Gordon advised me on my tax free lump sums, investing my SIPP, and offered other general advice for the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

If I knew that I wouldn’t need a financial adviser.

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

I was approaching a significant life milestone and wanted to ensure I was making the best financial decisions for my future. I realised I needed expert guidance on investments, retirement planning, and managing my finances more effectively, which led me to seek out professional advice.

How has Gordon Kearney helped you?

Gordon has been incredibly helpful in several ways. He took the time to fully understand my future plans and attitude to risk, ensuring that his advice was tailored to my needs. He explained the recommended products clearly, reviewed my finances regularly, and was always responsive and approachable. I feel confident that I am investing the right amount for my future, and I appreciate the clear updates and online access to my portfolio. Overall, his expertise and attentive service have given me real peace of mind about my financial decisions.

Have you seen the outcome you were hoping for?

Yes, I have seen a really positive outcome. Gordon’s advice and support have helped me achieve my financial goals and given me much greater confidence in my future plans. The results have exceeded my expectations, and I’m very pleased with the progress I’ve made since working with him.

What could they have done better?

Honestly, I’ve been very happy with the service Gordon has provided. If I had to suggest something light-hearted, perhaps treating clients to even nicer lunches would be a fun touch!

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

Saving for retirement/future children.

How has Gordon Kearney helped you?

Savings are in appropriate risk investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

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

Concerns about the retirement income

How has Gordon Kearney helped you?

Yes. Gordon explained the level of the retirement income and advised on hw the pension funds can be increased.

Have you seen the outcome you were hoping for?

Yes, I have received the advice addressing my concerns.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Gordon

I had a great one to one review of my financial situation. Gordon was not only knowledgeable but also great at explaining new strategies. Thanks for taking the time, much appreciated.