Ian Maitland

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

Divorce, needed to plan for retirement

How has Ian Maitland helped you?

Looking at pension, and isa's and savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None very nice and knowledgeable staff

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

Our circumstances had changed namely I had been made redundant and was looking to set up a business. At the same time we were in need of some advice on my wife’s inheritance. The latter also applied after the death of my father. Greenfields was recommended to us by my then accountant. This has proved over the years to have been very sound advice.

How has Ian Maitland helped you?

Ian helped us in all aspects of the above with very sound advice on which funds to invest in as we are both very cautious in our approach to all matters financial and in some aspects financially naive.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

In my opinion I really don’t know.

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

Family inheritance and poorly performing bank investments.

How has Ian Maitland helped you?

Ian has helped us considerably over the years. Started with investment advice which is still ongoing, remortgaging our property and now with retirement planning and pension advice.

Have you seen the outcome you were hoping for?

Yes. Investments are outperforming the previous accounts and I now have a clear effective pension strategy.

What could they have done better?

We could all say "provide a better return on investments", but to be honest, compared to where I was before going to Ian, then I am very happy with the service provided by Ian and his team.

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

I wanted to invest in a PEP

How has Ian Maitland helped you?

Ian guided me through a maze of Unit trusts funds, To find the best, That suited my needs.

Have you seen the outcome you were hoping for?

I believe we are going in the right direction, A little rocky at the moment due to Covid.

What could they have done better?

I cannot think of anything at this time

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

Left money by my mum

How has Ian Maitland helped you?

He gave me very clear advise and was able to explain in layman’s terms

Have you seen the outcome you were hoping for?

I did until Covid hit

What could they have done better?

Perhaps ? moving more quickly but that’s easy to say with hindsight