Kieran Hartnett

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

I needed financial advice to undertake a pension transfer.

How has Kieran Hartnett helped you?

Kieran helped me understand the process and with the financial planning to achieve goals on the next five to ten years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Wanting to review my options regarding pension choices as I am only four years or so away from possible retirement.

How has Kieran Hartnett helped you?

He clearly, patiently and constructively went through the choices available to me, happy to visit me at my home on several occasions at a time and date convenient for me.

Have you seen the outcome you were hoping for?

Yes I have and hope this is the start of a rewarding journey.

What could they have done better?

I am struggling to think of anything significant I’m afraid.

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

We inherited and wanted to invest the money for extras on retirement.

How has Kieran Hartnett helped you?

He asked the right questions to make us think about what we really wanted and then showed us ways in which it could be achieved.

Have you seen the outcome you were hoping for?

YES! We had to have the roof replaced. The income from our investments paid for that and added to our pot. This was a far higher rate of return than we were expecting.

What could they have done better?

Putting in extra money in from his own pocket seems unreasonable.

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

I had inheritance money plus money from the sale of my house.

How has Kieran Hartnett helped you?

His expert advice and explanation of the different options of investment were clearly explained to me before any decision was reached. There was no pressure involved.

Have you seen the outcome you were hoping for?

Definitely yes.

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

I worked for a bank and took their advise

How has Kieran Hartnett helped you?

Was able to transfer my portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In my opinion nothing