Angeline MacLaren

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

Angeline has given us sound financial advice as a couple over the years and we always check in with her as our first port of call…even if she recommends others & signposts us to another trusted service. Our business has grown recently and we needed to take stock of our personal finances, life insurance, pensions, critical illness cover, wills and private health insurance; and how some financial products can be afforded as an allowable business expense.

How has Angeline MacLaren helped you?

She has helped us as individuals and as a couple, which is important in the overall decision making process to secure our best financial security. I totally trust her advice. She has a positive, solution based approach that I admire. We feel better prepared for any negative financial impact in the future. Essentially it’s the best financial wellbeing support on the market!

Have you seen the outcome you were hoping for?

Yes, all good and we have agreed a yearly review.

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

I had recently had an inheritance

How has Angeline MacLaren helped you?

She throughly explained clearly regarding investment and what she felt would best suit my needs.

Have you seen the outcome you were hoping for?

I was hoping for clear and concise guidance and feel I received this.

What could they have done better?

Nothing really.

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

To organise my pension and try to make the most of what I have and what is going in.

How has Angeline MacLaren helped you?

Consolidated my pension to manage easier and discussed what options I have to help safely manage my funds

Have you seen the outcome you were hoping for?

To early to tell.

What could they have done better?

Nothing as I can see.

Please provide a brief comment about your experience with Angeline

Angeline is extremely professional, knowledgeable and listened to our needs guiding the meeting in a friendly manner giving us options to consider when planning for our financial goals. I look forward to working with Angeline to achieve end goals.

Please provide a brief comment about your experience with Angeline

Angeline was kind, caring, positive, reassuring, made me feel safe and comfortable and my goals heard. Can’t wait for my next catchup with her!