Ian's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 96 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 76 )
Auto Enrolment ( 2 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 26 )
Inheritance Planning ( 32 )
Long Term Care ( 10 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 47 )
Financial Mentoring ( 8 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 61 )
£200k - £500k ( 13 )
£100k - £200k ( 4 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Ian
After explaining my current financial situation and my goals for the future with Ian, have been told that I will receive an email what’s next. Haven’t received any email. Never emailed my back, never replied for my email. Very disappointing
Review
by a verified client in Aberdeenshire
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferring final salary pension into a SIPP
How has Ian Campbell helped you?
Setting it up and managing SIPP
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Ian
Rating : Excellent Very informal, friendly meeting. Ian talked me through an initial fact finding process and clearly laid out possible future paths.
Review
by a verified client in Aberdeenshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have no interest in Finance, nor sufficient knowledge to be confident that I am making the best decisions for me and my family. AAB were already doing my tax so I sought advice. Ian has been a godsend. He is interested, knowledgable, approachable and available. AAB now do my own tax, my company accounting and tax, and my wealth management. They also do this for a former colleague based upon the work that Ian has done. Good man Ian, good man.
How has Ian Campbell helped you?
Good advice, consolidation of pensions, consolidation and transfer of shares to my wife, advice on a trust fund for my handicapped neice, advice on a reciever for an MVL, supply of funds in the msot tax advantageous way.
Have you seen the outcome you were hoping for?
Yes, through a difficult time.
What could they have done better?
Nothing substantial.
Review
by a verified client in Angus
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement I was aware that my investments were needing to be consolidated so that I could understand more clearly when I could afford to retire.
How has Ian Campbell helped you?
Ian has provided solid advice as to what my long term retirement finances look like and ensured that the risks and charges were carefully explained
Have you seen the outcome you were hoping for?
So far, yes I have
What could they have done better?
Nothing that I am aware of.