Ben Mulroney

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

Redundancy & I'll health concerns. Future income & financial security provision.

How has Ben Mulroney helped you?

Ben took complete responsibility for ensuring my various pensions were amalgamated & how best to manage these both for the immediate & long term planning.

Have you seen the outcome you were hoping for?

Absolutely. I genuinely don't know what I'd have done without his trusted & expert advice.

What could they have done better?

I honestly cannot think of anything.

Please provide a brief comment about your experience with Ben

Well what a breath of fresh air. After speaking to at least half a dozen Advisor this last week re my pension , Ben actually spoke my language. Thank you so much Ben

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

Long term and family financial planning

How has Ben Mulroney helped you?

Ben helped us with setting up life insurance, and financially planning for our family’s future

Have you seen the outcome you were hoping for?

Yes

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

Ben was a financial adviser at a wealth management firm I worked with for many years

How has Ben Mulroney helped you?

Ben regularly and diligently reviewed my portfolio and made appropriate recommendations - he has a detailed understanding of investment vehicles and the markets from which the are derived

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We needed help with pensions, inheritance planning and making the most of our savings. Ben was recommended by a friend.

How has Ben Mulroney helped you?

Ben is a listener and made sure he understood our circumstances in detail before advising on ISA choices, pension investments as well as wills and trusts to ensure our family will eventually benefit to the maximum extent possible.

Have you seen the outcome you were hoping for?

These are difficult times for investments but we have seen minimal impact compared with other investment platforms/industry averages. Our trust in Ben was well-placed. Longer term investments are yet to reach maturity but the outlook is optimistic.

What could they have done better?

Nothing. Ben takes care to keep you informed and provides detailed regular updates. His wealth of experience comes across in his pragmatic approach and his advice is honest and realistic.