Ian Howe

Please provide a brief comment about your experience with Ian

Just the person we have been looking for for the last 20 years. Good clear advice which all the family have understood and approve of. No pressure sell of pre-packaged products, but following what he calls 'Discovery' we now have an unbiased model that is tailored specifically to our needs for the rest of our lives. Thank you, so grateful. Gill and Ron

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

It was time after divorce that I felt I needed to take control and better understand my finances. I was looking to make my savings work harder and plan for my future and that of my children.

How has Ian Howe helped you?

Ian came highly recommended to me and certainly hasn't disappointed. He is extremely thorough and diligent in his work, explaining the minutiae in layman's terms for me to understand. I have enjoyed our meetings and already feel the benefit of his help.

Have you seen the outcome you were hoping for?

We are just at the beginning of our journey but I am looking forward to seeing the fruition of his hard work.

What could they have done better?

Nothing

This review is a follow-up review from a client who left a review previously.

How has Ian Howe helped you since your last review?

We have meet regularly with Ian to review our investment strategy, review and adjust our life planning to ensure continued affordability and to discuss the turbulence in the markets and to make informed decisions. Ian is clear in his research of both markets and investments and his advice is always incalyabke

This review is a follow-up review from a client who left a review previously.

How has Ian Howe helped you since your last review?

Ian has continued to provide valuable and valued advice on our financial affairs. He challenges our thinking when necessary which invariably leads to better outcomes. It is very important in our view to have a truly independent adviser who understands your aims and motivations. Ian is very good at promoting a sensible dialogue and then actioning what we have agreed.

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

We needed to manage our pension assets better and figure out how much we needed, might need etc as we moved from employed to free agents.

How has Ian Howe helped you?

Ian was very methodical in his approach. He worked through our individual risk appetites and identified solutions to accommodate what we wanted to achieve. It was also reassuring to realise the ideals could be achieved.

Have you seen the outcome you were hoping for?

Yes, though it will be a bumpy ride in coming months with global markets spinning as they are.

What could they have done better?

Hard to say at this time.