Sarah McDonald

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

To financially secure my future and have peace of mind when retirement arrives

How has Sarah McDonald helped you?

She has put my mind at rest by giving me great advice that when I do retire I will be comfortable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing for now. All my questions were answered and I was reassured

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

Receipt of an inheritance and needing some pension planning advice.

How has Sarah McDonald helped you?

Financial planning, cash flow forecasts and investments

Have you seen the outcome you were hoping for?

More than expected particularly around work place pension

What could they have done better?

Nothing

Please provide a brief comment about your experience with Sarah

Sarah was concise, honest and clear. A friendly personality. Knowledgeable about the product we asked about.

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

I took early retirement due to a reasonable inheritance and property sale.

How has Sarah McDonald helped you?

Sarah has sorted out 4 x pension pots for me and matched the central pot to my requirements.

Have you seen the outcome you were hoping for?

I'm more than happy with the results of my pension planning and other investments advice from sarah.

What could they have done better?

I see very little room for improvement. A very professional and friendly service from start to finish, Sarah helped me immensely through the whole process.

Please provide a brief comment about your experience with Sarah

My meeting with Sarah was really useful. She couldn’t have been easier to talk to about a variety of different financial issues. She made the whole process painless.