Ian McKenzie

Please provide a brief comment about your experience with Ian

We only had a brief phone conversation, and concluded that it would be more beneficial to speak to a lawyer regarding property trusts etc.

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

I was looking to take early retirement.

How has Ian McKenzie helped you?

After doing my homework Ian fintuned my requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Ian's manner suited myself and was able to explain the process in plain english.

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

I had funds to invest.

How has Ian McKenzie helped you?

He explained how to get a better rate of interest even after yearly costs.

Have you seen the outcome you were hoping for?

Yes , so far. I’ve been with him for just over a year.

What could they have done better?

Can’t think of anything as we had long conversations about what would suit me

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

Since the laws changed and we no longer have to buy an annuity, especially not on a set date, I wanted to start paying into a pension again.

How has Ian McKenzie helped you?

Ian advised me on how his company reviews the market and selects suitable pension companies. He also advised about the various options available for when I want to start drawing a pension. Ian also contacts me each year to arrange an annual review.

Have you seen the outcome you were hoping for?

Yes. My pension fund is growing at a reasonable rate and has done so since I first transferred funds from my previous pension provider.

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

I had several money purchase pensions and required advice as to whether to consolidate the funds.

How has Ian McKenzie helped you?

Ian obtained details of my various pensions and reviewed them and formulated advice and a strategy as to how to best invest the consolidated funds. He listened to my attitude to risk and chose the best investment options for me.

Have you seen the outcome you were hoping for?

I have achieved a consolidated investment portfolio, invested in a platform that recognises my attitude to risk.