Ian Gwinnell

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

Uncertainty about my pension provision.

How has Ian Gwinnell helped you?

He reviewed my investments, explained my options and after making my decision he acted on my instructions.

Have you seen the outcome you were hoping for?

Yes, I can now review my investments on a daily basis.

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

Semi retirement

How has Ian Gwinnell helped you?

Ian listen to my needs and tailored my investments and drawdown pension accordingly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Ian was very good and giving me options.

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

I had accumulated several Pension over the last 30 years with reams of correspondence from all of them. I need someone to collate organize and advise on what options were best for each one. Ian had to do a fair bit of investigation and pension linking due to some funds being transferred into other pension due to mergers of companies of the years

How has Ian Gwinnell helped you?

Ian had to do a fair bit of investigation and pension linking due to some funds being transferred into other pension due to mergers of companies of the years. He then assesed each fund and advsie what was best to do with it, i.e leave it with current provider or consolidate into one fund. This was do with a detailed report and Ian took the time to ensure i understood the advice he was suggesting and effect this may have on potential pension pot. This was done through a standared process with and was profesional explained with out Jargon.

Have you seen the outcome you were hoping for?

I know have one consolidated fund and one Pension along with my Current employers pension. I have peace of mind with retainig Ians services that when i change Jobs in future my pension planning is in good hands as he is at the end of the phone to advise on best options for pension transfer if required. There are various options that Ian wil lsuggets as to how much continued support he will offer which you can choose from. At no point did i feel any pressure or obligation to take any servise or product from Ian.

What could they have done better?

With out reservation i would recommend Ian services.

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

Retirement lump sum received and needed advice in best way to invest it

How has Ian Gwinnell helped you?

Ian gave us clear concise advice about options available, outlining probable outcomes.

Have you seen the outcome you were hoping for?

Absolutely!. We’re aware that the past few years have seen difficult times for investments and savings but we are more than happy with the way the investments have performed

What could they have done better?

I can’t think of anything, it’s quite a daunting experience when you place what you consider a large sum of money in the hands of someone you’ve never met before (Ian was recommended by a friend). He immediately put our mind at rest and provides us with regular updates

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

I needed to review my pension arrangements.

How has Ian Gwinnell helped you?

He looked into and sorted all the paper work for my pension transfer.

Have you seen the outcome you were hoping for?

Yes very happy with outcome.

What could they have done better?

To be honest everything went smoothly.