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