Iain Murray

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

I needed a private pension having left the NHS and started my own private physiotherapy practice

How has Iain Murray helped you?

He helped me find and set up the best pension for me to augment my NHS pension and, since I retired 1 month ago (4 years before I am able to claim my state pension), he has helped me with the practicalities of starting to draw down the pension in the most cost effective way

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Iain Murray helped you since your last review?

Iain has instilled confidence in my investments

This review is a follow-up review from a client who left a review previously.

How has Iain Murray helped you since your last review?

Fully supports as needed

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

I wanted to get a private pension

How has Iain Murray helped you?

Guided us through it and help with various admin bits along the way.

Have you seen the outcome you were hoping for?

We now have a pension but the outcome im after will be happening in 25 years or so

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

Looking to plan for the future with a private pension.

How has Iain Murray helped you?

Set up a managed investment retirement plan

Have you seen the outcome you were hoping for?

Early days yet! but Iain was most helpful in talking me through the different options.

What could they have done better?

Nothing at this point.