Sian MacInnes

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

Upcoming retirement

How has Sian MacInnes helped you?

She gave me very sensible advice that was easy to understand. She didn’t use unnecessary jargon. I felt comfortable and not intimidated.

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?

My wife and I had not previously used any independent financial advice. We are in our 50's and wanting to ensure our strategy for retirement planning was sensible, whilst also supporting our child through university.

How has Sian MacInnes helped you?

Sian was excellent at listening to our circumstances, and then reflecting back ideas that we could consider. She was also adept at hearing and identifying where our perspectives differed slightly, and she enabled us to reflect on those and the financial impact of the decisions therein. Sian is a skilled communicator; explaining quite complex concepts in such a way that they made sense quickly.

Have you seen the outcome you were hoping for?

We were reassured that we understood the broad sweep of our financial planning, and we understand how/when we might seek out further financial advice in future.

What could they have done better?

Sian was truly excellent. We would recommend her to anybody needing independent financial advice!

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

I was needing advice on pensions

How has Sian MacInnes helped you?

Sian gave me clear and helpful advice

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?

I wanted advice about income from my pensions and how to go about setting it up.

How has Sian MacInnes helped you?

Sian went through all the options available to me and explained them thoroughly and in an easily understandable way, I felt I could make an informed decision as a result. She always replied to any further enquiries promptly for me.

Have you seen the outcome you were hoping for?

Yes, my pension income was set up quickly and easily, it was an easy process with her help.

What could they have done better?

I can't really think of anything.

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

My wife’s Job change and approaching retirement accompanied by my own complex health conditions and accompanying complex finances.

How has Sian MacInnes helped you?

She had aggregated and explained our assets, explained them all to us, and our options running up to, including and after retirement.

Have you seen the outcome you were hoping for?

We are just putting It all into action now. Seeing the benefits in a few weeks

What could they have done better?

Nothing we can identify, we have been completely satisfied.