Iain Forrest

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

Inheritance monies and retirement fund, Life insurance and critical illness plans.

How has Iain Forrest helped you?

Gave advice as to how best to invest to be tax efficient and as risk free as possible.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really to be honest

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

I've been using a financial adviser for a significant period of time.

How has Iain Forrest helped you?

Provided first class service and advice on my financial future, post retirement.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All of my needs were met by Iain.

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

Advice on pension and long term investments.

How has Iain Forrest helped you?

Iain Forrest provided independent and professional advice on my investment strategy, taking into account my career plan, lifestyle and aspirations.

Have you seen the outcome you were hoping for?

I have been very satisfied with the service provided.

What could they have done better?

Nothing to add.

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

Not sure of best way forward in investing and preparing for retirement

How has Iain Forrest helped you?

Iain has been great for us, he explains things in layman's terms, has taught us the best way to invest for the future and has invested for us for our future wind/down & retirement

Have you seen the outcome you were hoping for?

So far, yes

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

Advice initally on pensions

How has Iain Forrest helped you?

Reviewed my pension position

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?

Nearing retirement - wanted to amalgamate all our savings/investments and pensions.

How has Iain Forrest helped you?

Iain did a complete review of all our finances including savings, investments and pensions and advised us regarding these.

Have you seen the outcome you were hoping for?

Yes - we now feel much more confident regarding our retirement options and finances available to us when retired.

What could they have done better?

Nothing - we were really happy with the service and the explanations to help us understand.

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

Initially, dividends from business to be invested

How has Iain Forrest helped you?

Iain has helped with all my financial planning and that of my family too. More recently he has gone out of his way to deal with a particular financial issue.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can’t think of any thing off hand.

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

Pension draw down.

How has Iain Forrest helped you?

Provided all recommendations

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

He provided more information than I needed or l thought I would needed. Came in useful in the end.

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

Investment of pension and inheritance

How has Iain Forrest helped you?

Iain has managed my investments to an exceptional level and has allowed me to have full confidence in his abilities to allow me to retire earlier than planned.

Have you seen the outcome you were hoping for?

yes. Iain has exceeded my expectations

What could they have done better?

In my view he has managed my investments exceptionally well in an increasing challenging market.

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

Retirement planning

How has Iain Forrest helped you?

Mature and sensible Investment advice

Have you seen the outcome you were hoping for?

Given Brexit nonsense all is good.

What could they have done better?

Nothing I can think of

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

I had a number of pension funds, ISAs etc and sought to have them consolidated under on sensible and proactive adviser

How has Iain Forrest helped you?

He provided the sensible and proactive services which I sought and was willing to discuss my own ideas on investments sometimes agreeing with them and sometimes not but explaining why

Have you seen the outcome you were hoping for?

Yes without question

What could they have done better?

Nothing

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

Wanted advice on investments and accessing pension funds

How has Iain Forrest helped you?

He provided detailed advice on our investments, recommending some changes. Also discussed how best to access my pension funds. Rational always provided along with benefits, risks and costs. Tax efficiency was high on our agenda as well. Our discussions covered how much we needed and for how long. Also receive regular newsletter which I found informative and easily understood

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Overall very happy with advice. Keep up the good work

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

I needed advice when retiring to make sure I had sufficient income to support my lifestyle.

How has Iain Forrest helped you?

Isin has always provided excellent advice. He always provides sound helpful advice in an easy way for me to understand. He’s always well prepared when I see him which gives me confidence in him.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t think I require any more than he had done already he keeps me up to date & well informed.

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

Iain looks after our investments and pensions but we mainly came to him for help getting sorted out to retire. Me and my wife are still a whlie away from retiring but are keen to make sure we can retire when we want to rather than having to work until state pension age.

How has Iain Forrest helped you?

Together we came up with a long term plan to make sure we have enough invested to see us through retirement. Iain did us a full forecast which shows what we can expect to happen to our money in various scenarios and with various income levels being taken. Just what we needed.

Have you seen the outcome you were hoping for?

We are several years in and the plan still looks sound. We usually meet up every 6 months or so and make sure everything is ok.

What could they have done better?

Honestly nothing just keep up the good work!

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

Needed help with where to put money from an inheritance away to grow and also on planning for retirement. I have a couple of friends who already work with Iain and both told me to go to him.

How has Iain Forrest helped you?

Basically Iain explained to me what my options were with the funds I received. We had three meetings before I actually decided what to do. This is purely because my husband had always dealt with our finances and this was the first time I was doing it alone. Iain really was and continues to be very easy to deal with, there is no pressure to move quickly although these days I tend to take his advice very quickly as I have worked with him for over 5 years now and I trust him completely!

Have you seen the outcome you were hoping for?

Yes, I needed someone to help me through what was a difficult time of inheriting alot of money and having no knowledge of finance. Although I'm not intersted in the investments themsleves I know Iain has then well looked after. I always get to sit down with Iain whenever I call for a meeting so I can't ask for any more really.

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

I am getting towards retirement and needed advice on what to do with my pensions. A colleague and good friend recommended I meet Iain.

How has Iain Forrest helped you?

Iain gave me advice on how to use my pensions and handled all the set up once I agreed. I really had no idea what to do as there were so many options but Iain took his time to explain everything to me. I feel totally relaxed about the future now and I really don't worry about money at all.

Have you seen the outcome you were hoping for?

Definitely as I now have a really clear view of my money and a plan for how it will be used to fund my retirement. We also built in plans for a holiday home when I do eventually retire. I suspect without Iain's help I would never really have commited to this and it would have remained a pipe dream! Delighted!

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

Advice on what to do with various pensions built up over the years and also on investing excess income.

How has Iain Forrest helped you?

I had never had a financial adviser before so I was nervous about the whole process. Iain put me at ease right away in our first meeting and talked in a way that I was able to understand despite not knowing anything about pensions. I've now been with Iain for a number of years and I wish I had met im earlier as I now never worry about my retirement plans at all.

Have you seen the outcome you were hoping for?

Yes. I now know exactly where I stand financially and I know I can trust Iain to look after my money. Iain is always extremely approachable and helpful. I have recommended many of my friends to him and they all say the same thing.

What could they have done better?

I can't think of anything, always happy with Iain's service and his office is a lovely place to visit!