Anne's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 2 )
Pensions ( 55 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 61 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 30 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 30 )
Financial Mentoring ( 2 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 27 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
( 1 )
Up to £50k ( 1 )
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning retirement income, and ensuring my pension pot would be invested so as to give me a good income until I die, including enough money for full time care should that be necessary
How has Anne McClean helped you?
Anne has helped me with every aspect regarding financial planning. Her explanations are always clear and devoid of financial jargon, her patience infinite, and her sense of humour always there.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Anne:
Thank you for your kind review. I really appreciate you taking the time to share your thoughts. I always strive for clear and jargon-free so it’s great to know that this approach has been valuable to you. It’s also lovely to hear that patience and a sense of humour have played a part in making it a more positive experience. New clients are often surprised about how fun a meeting can be while being productive!Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Anne McClean helped you?
Retirement planning, general financial and investment planning, forecasting, tax efficiency
Have you seen the outcome you were hoping for?
Yes
Anne:
Thank you for taking the time to leave a review. It’s great to know that you’re seeing the outcomes you were hoping for.Review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Running of a Trust and tax and associated financial issues
How has Anne McClean helped you?
With the above and help to improve personal investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No concerns
Anne:
Many thanks for the review, very much appreciated.Review
by a verified client in North Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser had retired when a life style change occurred and several sources of investments needed to be reviewed with the purpose of streamlining savings and pension.
How has Anne McClean helped you?
Anne has a clear understanding of my financial and personal situation and knows my needs. I trust her advice regarding the different accounts which brings a peace of mind.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Anne:
Its always enjoyable catching up and its wonderful to hear that you feel confident in the advice and support provided.Review
by a verified client in Berkshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To undertake a regular review of our pensions and to assess if the investments are performing well to meet our needs.
How has Anne McClean helped you?
A meeting was with Anne to review our financial situation, portfolio investment performance and whether our needs were being met.
Have you seen the outcome you were hoping for?
Yes, the review demonstrated that our goals and expectations were being achieved which was backed up by a very clear and comprehensive report.
What could they have done better?
Nothing that we can think of as Anne has provided an excellent service.
Anne:
Thank you so for taking the time to share your experience, its very much appreciated. Dealing with the transition from working to retirement is a big shift mentally so I am glad we offered reassurance and you entered that endeavour with the clarity and confidence you were looking for.