Brian's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 38 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 21 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 9 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 7 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 8 )
Repeat review
by a verified client in Renfrewshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Brian McNicol helped you since your last review?
Brian advised my husband and I on the best way to release money when it was required. Also advised on who to talk to to regarding another separate matter that we had.
Brian:
Joan Many thanks for the kind review - it is appreciated. Speak soon BrianRepeat review
by a verified client in Renfrewshire
5 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Brian McNicol helped you since your last review?
Only just had our review
Brian:
Gerry Many thanks for your kind review - it is appreciated. Speak soon. Regards BrianRepeat review
by a verified client in Lanarkshire
6 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Brian McNicol helped you since your last review?
I had a requirement to withdraw my tax free portion of my investment.
Review
by a verified client in Lanarkshire
6 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
Had already retired and needed guidance on how to consolidate my existing pension pots/ savings and how to manage them moving forward
How has Brian McNicol helped you?
Brian provided advice on pensions/ savings options, recommending a new investment platform to place my funds. Brian's input gave me confidence to move forward into retirement with financial security.
Have you seen the outcome you were hoping for?
Too early to say definitively - so far so good.
What could they have done better?
Nothing springs to mind
Review
by a verified client in Lanarkshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed pension advice
How has Brian McNicol helped you?
Helped to manage my pension pots in order to achieve my retirement goals
Have you seen the outcome you were hoping for?
All positive so far