Scott's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 3 )
Pensions ( 65 )
Retirement income (annuities, drawdown) ( 42 )
Investments and Savings ( 127 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 27 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 41 )
Financial Mentoring ( 8 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 16 )
£100k - £200k ( 16 )
Up to £50k ( 12 )
£50k - 100k ( 19 )
Review
by a verified client in Cumbria
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had received a large sum of money
How has Scott McNally helped you?
He has helped me select the best investments
Have you seen the outcome you were hoping for?
It is too early to tell yet but Scott has been amazing throughout and I am confident in his ability to select where best to invest
What could they have done better?
Nothing
Review
by a verified client in Cumbria
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed help with financial advice and planning
How has Scott McNally helped you?
Given good advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed someone to guide us through the complicated process of planning our future.
How has Scott McNally helped you?
Just got the best deal for us
Have you seen the outcome you were hoping for?
Early days yet
What could they have done better?
To early to say
Review
by a verified client in Cumbria
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on investments
How has Scott McNally helped you?
Scott advised on which investments would be profitable
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review
by a verified client in Cumbria
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Savings investment
How has Scott McNally helped you?
Explained options available
Have you seen the outcome you were hoping for?
Definitely