Caitlin Malone

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

To ensure that my pension and investment were working to there full capacity

How has Caitlin Malone helped you?

Caitlin has been fantastic in advising where best place to invest /save , offering various options that both myself and my wife felt most comfortable

Have you seen the outcome you were hoping for?

Yes it has exceeded my expectations

What could they have done better?

Not much given the volatility of certain markets

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

I had various pensions that I wanted to consolidated to have them all in the one place. I was also looking to take early retirement therefore I was looking for advice on this to see if this was achievable with my finances.

How has Caitlin Malone helped you?

Caitlin has helped me achieve all of this by giving me her expert advice and recommendations. She is always at the end of the phone if there is ever anything I'm not sure about or understand in any of the correspondence I receive. Catlin always takes time out to explain how everything would work which I found very helpful.

Have you seen the outcome you were hoping for?

I have. Since working with Caitlin I have taken early retirement and my investments are working hard for me. Caitlin is still at the end of the phone. or happy to have a meeting with me.

What could they have done better?

Too be honest I don't think there is anything Caitlin can do better.

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

I went to Caitlin for retirement advice and investment advice to make sure my savings were working to maximise my output

How has Caitlin Malone helped you?

Caitlin was excellent in explaining multiple scenarios and investment planning for the future

Have you seen the outcome you were hoping for?

Still early days, but seeing initial % growth as expected, expecting long term growth at a higher rate of %

What could they have done better?

The advice we received was of a high standard and fully explained in detail with additional help on top to answer multiple questions, the maximum input was received in my view

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

Current pension provider offered free advise option, coincidentally it was Caitlin reaching out and from the initial consultation Caitlin walked me through each step with patience (as am a novice with financial management); provided me insights into what would work the best given my personal circumstances; very attentive to my needs and provided the best possible advice.

How has Caitlin Malone helped you?

Caitlin has patiently responded to my numerous queries, never pressured into entering in any engagement and allowed me time and data to help make an informed decision.

Have you seen the outcome you were hoping for?

Certainly, the ROI was worth the investment

What could they have done better?

Not applicable

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

I initially engaged with a financial advisor to advise on investment and plan for retirement.

How has Caitlin Malone helped you?

Caitlin provides me with appropriate advice. Insights on how best to proceed in making best decision for my investments are communicated. She has been extremely professional, insightful and knowledgeable about the products her company can offer. She has helped me make the most of my investments and I have confidence in her advice.

Have you seen the outcome you were hoping for?

Yes. Impossible to say completely as no one can predict the financial future with 100% accuracy.

What could they have done better?

Nothing I can think of. I’m satisfied with all Caitlin has done and continues to do.