Sandy McPherson

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

Couldn't be bothered to supervise./take decisions on an increasing PEP/ISA portfolio

How has Sandy McPherson helped you?

ensuring continuity of care, reminding me of IHT options, looking at likely cost of continuing care if relevant. This is the third IFA from within the existing structure

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Perfectly adequate

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

pension

How has Sandy McPherson helped you?

proposed options

Have you seen the outcome you were hoping for?

yes

What could they have done better?

less delays in application process

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

Wanted to understand if we needed to change our retirement planning strategy

How has Sandy McPherson helped you?

Better understand what we have, what we need, and how we can plan for retirement

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

Nothing yet

Please provide a brief comment about your experience with Sandy

Sandy is reliable, professional, knowledgeable and friendly.

Please provide a brief comment about your experience with Sandy

Sandy took the time to fully understand our situation and what we wanted to achieve through his services. We were kept fully informed by Sandy throughout the process and face to face meeting were held as necessary. In these meetings Sandy always fully explained the results of the financial investigation he and his team had made into our existing financial situation and how we could benefit from the types on investments his team had identified that met our future requirements. Sandy’s professional and engaging manner has made this process completely stress free.