Reviewed for
Insurance and Protection ( 6 )
Pensions ( 152 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 89 )
Investments and Savings ( 94 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 24 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 42 )
Financial Planning ( 51 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 50 )
£200k - £500k ( 40 )
£100k - £200k ( 6 )
( 1 )
£50k - 100k ( 2 )
Up to £50k ( 10 )
Client reviews
Review from verified client
November, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Heading towards retirement & wanting reliable advice
How has Dean McSloy helped you?
By contrasting the numerous & varied options for retirement investment, income & drawdown.
Have you seen the outcome you were hoping for?
Yes except for global downturn
What could they have done better?
Nothing
First impression from a user who is not yet a client
October, 2024
Overall
Please provide a brief comment about your experience with Dean
Clear information given and no pressure for future business.
Review from verified client
September, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Pensioin planning, consolidating pensions and trying to figure out if we had enough to retire on.
How has Dean McSloy helped you?
Has done all of the above, been very patient with us in explaining details in plain English, and helped navigate our way through tough decisions re final salary pension plans
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure there is anything else he could have done
Review from verified client
September, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dean McSloy helped you?
Dean has provided good - constuctive advice. Guiding us to make the correct financial decisions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I cannot fault Dean's approach and guidance.
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
I was looking to transfer my occupational pension pot into a SIPP
How has Dean McSloy helped you?
Dean provided the financial analysis and advice that helped me make a decision to transfer to a SIPP. He then made all the arrangements to transfer and has since managed the portfolio.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
looking for a sipp
How has Dean McSloy helped you?
set up sipp, handled transfer out of old pension
Have you seen the outcome you were hoping for?
yes, net 7% growth this year
What could they have done better?
nothing
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in Gloucestershire
What were the circumstances that caused you to initially look for an adviser?
Financial Planning
How has Dean McSloy helped you?
Consolidated all my pensions and provided financial projections that will determine when I can retire
Have you seen the outcome you were hoping for?
Yes, very much
What could they have done better?
Nothing that I can think of
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I wanted to look at moving my pension and needed advice as I wanted to buy a park home and had to take out over 25 per cent of my pension
How has Dean McSloy helped you?
He listened and gave me advice to make the right decision for me to buy my home. Dean is very professional but nothing is too much trouble. He is very easy to talk to and to do business with.
Have you seen the outcome you were hoping for?
Yes without a doubt. I have no qualms about trusting Dean to manage my pension monies. I am kept up to date with my annual review and answers any questions I have throughout the year.
What could they have done better?
Nothing
Review from verified client
August, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Several years ago I was looking to take early retirement which involved a review and restructure of my various pensions
How has Dean McSloy helped you?
He was able to provide me with a set of recommendations that enabled me to achieve my objective in a considered and professional manner.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing, all god
First impression from a user who is not yet a client
July, 2024
Overall
Please provide a brief comment about your experience with Dean
Dean was so helpful, courteous, extremely knowledgeable we wish we had known him years ago
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dean McSloy helped you?
Excellent advice, everything explained clearly.
Have you seen the outcome you were hoping for?
Yes most definitely.
What could they have done better?
Nothing
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dean McSloy helped you?
Good financial advice and planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
July, 2024
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Pension planning and pension transfer for my early retirement.
How has Dean McSloy helped you?
He is very patient and thorough with the advice he is giving. Taking time to understand me and my circumstances in order to give best advice.
Have you seen the outcome you were hoping for?
Yes
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
To discuss the possibility of transferring my pension from a Final Salary scheme as I had finished with that employee.
How has Dean McSloy helped you?
He fully reviewed my circumstances and in view of my needs discussed a way forward which protected my wife and family which was key in my requirements
Have you seen the outcome you were hoping for?
Yes, and have had regular meetings to review as my circumstances changed
What could they have done better?
Nothing that I am aware of
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Best use of numerous work pensions for both my wife & I
How has Dean McSloy helped you?
Pensions successfully transferred to Private Office and managed well ever since
Have you seen the outcome you were hoping for?
Yes, very pleased
What could they have done better?
Process was drawn out but largely all out of Dean's control
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
For advice on my pension
How has Dean McSloy helped you?
Excellent service, very professional and informative. I woukd higgly recommend Dean.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all
Review from verified client
June, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I wanted sound advice on where to invest our money such that it would grow with minimum risk.
How has Dean McSloy helped you?
Over the many years we have been with Dean we have had sound advice on pensions and investments. As our knowledge increased via Dean we have gradually raised our risk level. We are very confident of Dean's ability and expansive knowledge of the financial world
Have you seen the outcome you were hoping for?
Indeed yes. Our capital has increased year on year and our knowledge of the financial world has grown through our association with Dean
What could they have done better?
Very happy with advice.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Transfer my work pension to somewhere I had more control of where the money is invested.
How has Dean McSloy helped you?
Forecasting model to look at different scenarios of spend and compare this to the investments. This helped me determine that I was able to retire early (60).
Have you seen the outcome you were hoping for?
Yes, the end result I retired at 60 knowing I could afford to do so.
What could they have done better?
I’m struggling to think of anything.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice on the value of my various pension pots and how best to manage them going forward.
How has Dean McSloy helped you?
Dean has provided clear, sound recommendations which have given me peace of mind about my financial circumstances in retirement.
Have you seen the outcome you were hoping for?
I am very satisfied with the the outcome.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Transfer pension
How has Dean McSloy helped you?
Always responsive professional and explains things in a manner I can u sweats s.
Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I wanted independent advice and fund management
How has Dean McSloy helped you?
Dean has provided clear financial forecasts, clear recommendations on how we (my wife and I) best fund our retirement, helped to arrange transfers to a SIPP and given advice on inheritance tax planning. Communication has been excellent throughout with no pressure applied to make hasty decisions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing cones to mind.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
When I retired from work I was looking for financial advice on my Pension arrangements
How has Dean McSloy helped you?
Dean has laid out a plan for my investments during retirement and I have been following them with moderate success over the last 6 years
Have you seen the outcome you were hoping for?
Given the world economy over the last 4 years (pandemic / war) the outcome has not been as successful as I was hoping before these events. However now that some stability is returning to the financial markets things are improving.
What could they have done better?
I am not sure any better investments could have been achieved during these difficult times. What I would add is that Dean has always taken the time to explain the financial markets and set expectations over this period.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Yearly financial health check
How has Dean McSloy helped you?
He explained our options for the future regarding retirement, pensions and income.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Dean McSloy helped you?
Provided sound advice and recommendations
Have you seen the outcome you were hoping for?
Generally yes although the market plays a key factor on possible performance
What could they have done better?
Nothing other than having a better crystal ball!
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Performance of our investment as we observed that the cost of management exceeded income during this period
How has Dean McSloy helped you?
Dean said that it is normal to get fluctuations with investment but overall performance showed some growth
Have you seen the outcome you were hoping for?
Dean’s explanation was plausible but with such low risk investment we were not expecting negative returns
What could they have done better?
I don’t know
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Required someone to manage our pension pot after retirement
How has Dean McSloy helped you?
Dean has been through in advising the best use of our money.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not sure completely satisfied
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
With more than one pension I was looking for someone to advise me as to the benefits, or otherwise, of transferring pension funds and generating the best pension income for me.
How has Dean McSloy helped you?
Dean helped me to get the best understanding of the options available to me and to help me make the best decision as to the way forward that would meet my needs
Have you seen the outcome you were hoping for?
Yes, without a doubt. We are now set up with good income streams that meet our needs.
What could they have done better?
Nothing really. Dean was always on hand and available and set things out in a very clear and concise manner, he has been more than helpful and entirely professional.
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Outside UK
What were the circumstances that caused you to initially look for an adviser?
Annual review
How has Dean McSloy helped you?
Advised on changing one of my funds
Have you seen the outcome you were hoping for?
Yes
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Needed to plan for the future
How has Dean McSloy helped you?
Investment advice and future planning
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Dean has provided the service that exactly matched what we required
Review from verified client
May, 2024
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
To take control of my own pension and establishing a SIPP
How has Dean McSloy helped you?
Whilst I had some knowledge in this area and a broad idea of what I wanted to do Dean and TPO have presented and explained the options open to me and ultimately executed the agreed plan
Have you seen the outcome you were hoping for?
The results have exceeded my hopes, I am very pleased with the flexibility this has given me
What could they have done better?
Nothing
First impression from a user who is not yet a client
May, 2024
Overall
Please provide a brief comment about your experience with Dean
Totally professional Dean has restored my faith in the financial sector. I would absolutely recommend Dean .
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I needed an advisor to help me to transfer out 3 pensions
How has Dean McSloy helped you?
He helped on my Transfer Out pensions
Have you seen the outcome you were hoping for?
YES
What could they have done better?
A loer fee, although I understand that a large portion of the fee is the insurance that TPO needs to take out.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Required advice
How has Dean McSloy helped you?
By advising me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
As I was nearing retirement, I was looking for practical, personal advice in order to consolidate various pension pots under one umbrella to achieve a comfortable living standard.
How has Dean McSloy helped you?
Dean reviewed details of my various pension 'pots' and savings and identified the most suitable options for me, giving me a comfortable 'income'. He managed the end to end process of requesting, transferring and setting up a consolidated portfolio within the TPO platform.
Have you seen the outcome you were hoping for?
It would be fair to say that I think this is the best recommendation I have ever had - my only regret is that I didn't do it sooner. The outcome Dean delivered was more than I thought possible. I am delighted with the end result.
What could they have done better?
There is nothing I would change.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Investments
How has Dean McSloy helped you?
With advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
A lump sum to invest
How has Dean McSloy helped you?
Earning interest on my savings
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't know that's why i have an adviser
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
To prepare my pension for retirement.
How has Dean McSloy helped you?
He has provided guidance and explanations on how TPO invest my pension and projected future pension incomes.
Have you seen the outcome you were hoping for?
So far, yes.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning and opportunity to transfer out of my DB scheme
How has Dean McSloy helped you?
Provided the necessary advice and challenge regarding my DB scheme, our joint pension arrangements and setting up my SIPP as well as subsequent discussions regarding investment decisions
Have you seen the outcome you were hoping for?
Yes - we took advantage of a great opportunity and the set up was smooth
What could they have done better?
Nothing springs to mind
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Age and transfer.
How has Dean McSloy helped you?
Dean has done all our retirement planning.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing. He’s brilliant.
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest my mother’s inheritance and provide her with a small income.
How has Dean McSloy helped you?
Dean provided us with an excellent solution and has always taken the time to explain the reasons for TPO’s advice in detail.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am not sure how they could have managed the effects of COVID, Brexit, Liz Truss and the Ukraine war any better?
Review from verified client
April, 2024
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
With a pension pot to invest and manage, it was essential to get respected and professional advice
How has Dean McSloy helped you?
Dean quickly understood our requirements and suggested strategies to achieve our goals and explained them to us.
Have you seen the outcome you were hoping for?
Yes - our investments have overall done very well
What could they have done better?
This would have necessitated us being more exposed to risk which we were not happy to do
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
To help us consolidate our personal pension plans and plan for the future
How has Dean McSloy helped you?
He has reviewed all our pension plans and consolidated those that should be and recommended retaining those that should be left alone. He has help us set a financial plan and we have just completed our first annual review.
Have you seen the outcome you were hoping for?
Yes. The plans are set up and the review confirmed we are on the right track.
What could they have done better?
Nothing.
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in West Sussex
What were the circumstances that caused you to initially look for an adviser?
To pool our funds for ease of access for both us and family (when necessary).
How has Dean McSloy helped you?
When we need advice we contact him. Basically, reassures us.
Have you seen the outcome you were hoping for?
No. Our funds have made very little progress. Disappointing.
What could they have done better?
Even though we’re cautious investors, plus the global political and economic climate has been turbulent, compared with neighbours and family members, we have made minimal gains to date.
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Early Retirement
How has Dean McSloy helped you?
Dean has been very supportive and understanding of our needs& longer term goals
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
March, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Desire to control my pension options
How has Dean McSloy helped you?
Professional advice
Have you seen the outcome you were hoping for?
Yes despite the turbulent worldwide economic events since 2019
What could they have done better?
Don't know
First impression from a user who is not yet a client
February, 2024
Overall
Please provide a brief comment about your experience with Dean
Knowledgable, professional, clear on fees. I would definitely use again
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I reached private pension age and I wanted advice on how to proceed.
How has Dean McSloy helped you?
Provided various options with clear explanations.
Have you seen the outcome you were hoping for?
I am happy with the solutions provided by Dean.
What could they have done better?
Completely satisfied with the service provided by Dean.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
looking to invest savings
How has Dean McSloy helped you?
he gives easy to understand reviews
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Dean McSloy helped you?
Pensions, investments and planning
Have you seen the outcome you were hoping for?
Yes
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I was in my early 50s with several pensions which needed to be brought together and returns maximised.
How has Dean McSloy helped you?
very approachable, very clear, replies to emails or calls swiftly.
Have you seen the outcome you were hoping for?
yes, simpler, a more modern pension scheme and decent returns in a difficult market ( at times ) .
What could they have done better?
i have no complaints.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
I have been with Dean since his days at Clydesdale Bank-so many years. His advice has always been excellent.
How has Dean McSloy helped you?
He explains pensions clearly
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I'm aware of.
Review from verified client
February, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Advice regarding existing Pensions and to look to be able to retire at 55
How has Dean McSloy helped you?
Establishing my needs and future requirements.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing at all. Dean is at all times professional and ensures my understanding.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
transferring a defined benefit pension
How has Dean McSloy helped you?
clear process and feedback helped us think differently about our options
Have you seen the outcome you were hoping for?
yes
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
To look at the options available to me with my company pension scheme having left the company
How has Dean McSloy helped you?
Advice, moving my pension scheme, continuous updates, availability, making my money work harder
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing, I am and always have been delighted with everything Dean has done for me
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
I was retiring early because of my health and took my pension early.
How has Dean McSloy helped you?
Solid advice backed up by a keen desire to do the very best for me.
Have you seen the outcome you were hoping for?
Things could be better but in today's environment we are probably doing the best we can.
What could they have done better?
Nothing
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I required a low risk investment strategy
How has Dean McSloy helped you?
Dean can be relied on to provide knowledgeable advice across the whole spectrum of investment risks and opportunities. A safe pair of hands
Have you seen the outcome you were hoping for?
Yes the investments have made steady consistent returns through a very difficult trading period
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement
How has Dean McSloy helped you?
Helped us with understanding what we need to save for retirement and providing us a plan that we can work to.
Have you seen the outcome you were hoping for?
Progressing on plan - still another 10 years to go for me.
What could they have done better?
Nothing comes to mind.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement advice and moving of pensions
How has Dean McSloy helped you?
Excellent service and has moved both my own & wife's pensions to bespoke service
Have you seen the outcome you were hoping for?
Yes all positive. Process was drawn out but this was out of Dean's control
What could they have done better?
All good in my opinion. Always readily available to assist
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Seeking expert advice regarding transfer of pensions.
How has Dean McSloy helped you?
Dean provides very clear and easy to understand communication on a timely basis. Anytime I have a question he will always respond on a timely basis. I enjoy discussions with Dean.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
January, 2024
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
To transfer a defined benefit pension.
How has Dean McSloy helped you?
My initial advice was regarding the transfer of a defined benefit pension. Unfortunately, not long after I got divorced and Dean helped enormously following this later in life, change. Dean answers all my queries (whenever they are raised) and he keeps me right on tax thresholds etc and virtually everything else I want to know about. Most importantly, he listens and nothing seems to be too much trouble for him to respond to.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
For me personally, nothing. I will be very happy if my service stays at the level it is now.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and wished to explore options for consolidating my schemes and if appropriate opting monetising my DB scheme
How has Dean McSloy helped you?
By expediting the transfer from the DB scheme after careful analysis for the second time - on the first occasion he did not recommend transfer as the multiple was not sufficiently compelling
Have you seen the outcome you were hoping for?
Yes we have been able to cash my DB scheme at a very good multiple and aggregate that with my DC pot in a SIPP
What could they have done better?
Nothing springs to mind - he understands my concerns and questions and makes himself available if needed. His advice is considered and appropriate to my situation. Actions are taken forward reliably.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Powys
What were the circumstances that caused you to initially look for an adviser?
Early retirement
How has Dean McSloy helped you?
Very clear and helpful advice. Everything was explained thoroughly.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
We had a complicated situation and Dean was very professional and knowledgable.
How has Dean McSloy helped you?
Dean ran through and explained all the scenarios, modules and projections and helped us to put our long term plan into action.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I needed to move my company pension into a private one
How has Dean McSloy helped you?
Excellent advice, good communication and very supportive and friendly. Also explains things in a way I understand
Have you seen the outcome you were hoping for?
Definitely and more
What could they have done better?
Nothing
First impression from a user who is not yet a client
December, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean is always very friendly & polite, he’s also confident in the advice he gives.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Need to take proper advice regarding finances and my pension pot.
How has Dean McSloy helped you?
Gave me sensible and achievable advice based on my circumstances and expectations. Always at the end of the telephone or email if I had questions or was concerned about anything.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
I needed financial advice
How has Dean McSloy helped you?
Good advice based on knowledge and experience.
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
wished to move from DB to SIPP, to give more flexibility
How has Dean McSloy helped you?
good clear advice, took all aspects of my plans for years between now and retirement into account to plan out my financial future and swithc my pension to help achieve this
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Pension Transfer Advice
How has Dean McSloy helped you?
Dean has helped with my Pension Transfer and Investment options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Speed up the Transfer Process
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I planned to retire in March 2022 and wanted to obtain an independent assessment of whether my and my wife's pension plans and other savings would be sufficient for us to enjoy a comfortable retirement. I also wanted advice on my options at retirement, including whether to consolidate my pension pots into a SIPP to facilitate drawdown. I also wanted to explore the merits of discretionary fund management (rather than a DIY approach) and was also keen for my wife to have an indpendent adviser she trusted to help manage her financial affairs should I pass away.
How has Dean McSloy helped you?
Dean has given us significant comfort about the adequacy of our savings through thorough financial analysis and prudent forecasting. He has helped us to set up SIPPs which provide us with the flexibility we are seeking and also to consolidate some of our other savings.
Have you seen the outcome you were hoping for?
Dean's advice and service have been excellent so far - very clear and carefully considered with a clear emphasis on making sure we understand his recommendations and are comfortable with them. It is still too early to assess whether the benefits of discretionary fund management exceed the costs, although we have no complaints so far.
What could they have done better?
Nothing I can think of at this stage.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
I received an inheritance I wanted a monthly income from. Dean was recommended to me by my mother a a close friend.
How has Dean McSloy helped you?
Very good advice and always able to answer questions.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I can't think of anything he could do better.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I was looking to make some investments so tracked Dean down as I knew him from his Barclays days and wanted some advice from someone who I trusted and felt comfortable with
How has Dean McSloy helped you?
He has helped me grow and protect my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression from a user who is not yet a client
December, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean seems very knowledgeable and experienced with Pensions and Tax law. I look forward to hearing his review and recommendations.
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Dean McSloy helped you?
Good quality advice in transferring my pension into a SIPP
Have you seen the outcome you were hoping for?
Yes
Review from verified client
December, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
To sort my pensions
How has Dean McSloy helped you?
Great so helpful. Would definitely recommend Dean
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Wanted to make best use and tax efficient use of savings, investments and pensions
How has Dean McSloy helped you?
More comfortable through retirement, income drawdown whilst maintaining investments
Have you seen the outcome you were hoping for?
Yes, through a managed fund with income
What could they have done better?
N/A
First impression from a user who is not yet a client
November, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean came across as honest and reliable and knowledgeable. He was able to get a clear picture of my finance situation and gave some great advice and various solutions and made me feel comfortable.
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Ensuring I had a robust investment / retirement plan in place to allow me to retire between 56 and 58
How has Dean McSloy helped you?
Set up investments and advised on company pensions to track and delivery my retirement plan
Have you seen the outcome you were hoping for?
Yes as retired when 58
What could they have done better?
Nothing to note
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Pension transfer and asvice
How has Dean McSloy helped you?
Very much so. Pension transfer completed and funds invested
Have you seen the outcome you were hoping for?
Excellent service and advice. Would highly recommend Dean
What could they have done better?
Nothing
Review from verified client
November, 2023
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement with little understanding of the collective value of various company pension pots and what options were available to us.
How has Dean McSloy helped you?
Dean has enabled us to make informed decisions in response to market conditions in order to ensure that our long term retirement plans remain viable and on track. He has also explained clearly how TPO administers our SIPPs to ensure the optimum portfolio choices.
Have you seen the outcome you were hoping for?
Yes, very much so.
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate my pensions into one pot.
How has Dean McSloy helped you?
Dean is very good to bounce ideas off.
Have you seen the outcome you were hoping for?
not quite
What could they have done better?
make my pension grow more
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
To move my pension from my previous employer
How has Dean McSloy helped you?
By listening, understanding and making my pension work harder for me
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Advice about pensions Trusts for grandchildren’s education
How has Dean McSloy helped you?
He has been consistently reliable, professional, friendly and helpful. We have consulted him over many years and have been grateful for his help We have greatly valued his advice and experience.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Review from verified client
October, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Leaving work
How has Dean McSloy helped you?
Sound advice
Have you seen the outcome you were hoping for?
To an extent
What could they have done better?
Nothing
First impression from a user who is not yet a client
October, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean and TPO were recommended to me by a close friend, as with retirement on my mind, I needed a review of my Financial position. During the one hour meeting it became clear that there no need for any additional products, and Dean was extremely accommodating and I found him to very thorough and professional. He answered my incessant questions without any issues and I have no hesitation in recommending him to anyone seeking an independent review of their finances
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
I have a 2 substantial "money purchase" pension pots and I wanted to monitor 2 advisors to decide which I would give both pots.
How has Dean McSloy helped you?
Explained clearly how TPO work and gave me confidence in their financial decision making for my funds
Have you seen the outcome you were hoping for?
Yes because I moved all m y money to TPO
What could they have done better?
Using the new IT system for communication, i sometimes feel my messages go into a void and I need to send Dean a text to get a response.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Transfer out from Final Salary Pension Scheme
How has Dean McSloy helped you?
Dean has helped by providing great advice in navigating difficult market conditions and has successfully preserved capital values and delivered modest growth .
Have you seen the outcome you were hoping for?
Difficult market conditions in recent years have resulted in returns being a bit disappointing.
What could they have done better?
Difficult to say given turbulent world economic and market conditions in recent years.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Retirement and pension advice and better care of Existing pension investments.
How has Dean McSloy helped you?
Pension transfer, retirement planning, financial forecasting, pension income in retirement.
Have you seen the outcome you were hoping for?
Yes and Dean has been able to advise on more broader pension and investment topics.
What could they have done better?
NA
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Recommended by a friend, and I am glad I took his advice to meet Dean. He's a rare gem and gives you lots of options and forecasts.
How has Dean McSloy helped you?
Forecasting my retirement with options.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
September, 2023
Overall
Service
Advice
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Dean McSloy helped you?
Advice, reassurance, regular communication
Have you seen the outcome you were hoping for?
The outcome has been as good as could be expected given volatile market conditions
What could they have done better?
Nothing
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Sussex
What were the circumstances that caused you to initially look for an adviser?
Looking for a higher return on savings
How has Dean McSloy helped you?
He has explained the risk weighting of different investment options and found a portfolio that meets my risk tolerance.
Have you seen the outcome you were hoping for?
Bearing in mind the instability of the global economy, yes.
What could they have done better?
Nothing
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Retirement and the need for Pension Transfer advice.
How has Dean McSloy helped you?
Always at the end of the phone to chat through any issues/concerns and give informative advice.
Have you seen the outcome you were hoping for?
The period that I have been with TPO (last 5 years) have been rather bumpy from an economic point of view, however, my investments have stood up well.
What could they have done better?
Happy with the current arrangement.
Review from verified client
September, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Initially looking at pension transfer.
How has Dean McSloy helped you?
By providing excellent advice and service.
Have you seen the outcome you were hoping for?
Yes, pensions transferred.
What could they have done better?
Nothing IMO.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Advice
How has Dean McSloy helped you?
Advice and support
Have you seen the outcome you were hoping for?
Yes
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I was looking at options for my final salary scheme at the time
How has Dean McSloy helped you?
Initially Dean undertook a comprehensive review of our requirements, completed the transfer out, and has managed the fund very tightly since, in what became a difficult market dynamic.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Needing to get pension advice
How has Dean McSloy helped you?
Dean is always very prepared for meetings and this has given me confidence from the outset
Have you seen the outcome you were hoping for?
So far
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
When I was considering retirement
How has Dean McSloy helped you?
Dean is always available to speak to and always provides very timely responses to my communications. He always explains his advice clearly and makes things a lot easier to understand. I have a great deal of trust in his advice and expertise
Have you seen the outcome you were hoping for?
Not exactly as my pension plan has lost money although I realise this has occurred due to a number of unusual factors such as Covid, the war in Ukraine etc
What could they have done better?
I can't think of anything he could have done better
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Combining several old work pensions into a better-managed fund.
How has Dean McSloy helped you?
Sound advice.
Have you seen the outcome you were hoping for?
Given the unfavourable economic circumstances of the past decade, the outcome is probably as good as could be expected.
What could they have done better?
Nothing.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
Receipt of pension
How has Dean McSloy helped you?
Managing my money; planning for retirement
Have you seen the outcome you were hoping for?
Yes. Dean has done his best for me since I received the pension in 2020.
What could they have done better?
Nothing. Dean has been consistently professional and very pleasant to deal with
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning
How has Dean McSloy helped you?
Very, clear thorough and well knowledgeable advice. Has been fantastic over many years of working with him.
Have you seen the outcome you were hoping for?
Yes, Dean has been incredible in helping us set up savings and investments for short, medium and long term.
Review from verified client
August, 2023
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Wanting to transfer a final salary pension into Drawdown SIPP
How has Dean McSloy helped you?
Guided me through the process and given illustrations of spending needs against drawdown amounts available
Have you seen the outcome you were hoping for?
Sort of. Returns not as high as hoped/ predicted but Covid etc has not helped
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
When I retired I have some savings and a lump sum from my pension
How has Dean McSloy helped you?
In any investment there is risk and Dean has consistently kept us ahead of the 'game' with sound professional advice and at the same time advancing my knowledge of the world of finance. Along the way my eldest son and best friend have joined the list of Deans clients.
Have you seen the outcome you were hoping for?
Indeed yes. Year on year growth.
What could they have done better?
Very happy with the advice given by Dean and never thought there has been a time where I could have done better.
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in Oxfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dean McSloy helped you?
Dean fully understood our circumstances and needs. He considers all our options, and provides comprehensive yet easy to understand guidance and advice.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing
Review from verified client
July, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Retired early and needed advice on amalgamation and investment of pension.
How has Dean McSloy helped you?
Explained and made what could be completed processes, understandable in laymen terms.
Have you seen the outcome you were hoping for?
Yes, as much as can be expected during difficult times.
What could they have done better?
Nothing that comes to mind.
First impression from a user who is not yet a client
July, 2023
Overall
Please provide a brief comment about your experience with Dean
I contacted The Private Office to request assistance with a general review of my Pension finances. I was contacted immediately by Dean who promptly set up a meeting to conduct the initial review and for him to gain an understanding of my expectations and requirements.
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Transferring from a company pension
How has Dean McSloy helped you?
Dean is clean with info, we are focused on the plan
Have you seen the outcome you were hoping for?
Yes
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
needed advice
How has Dean McSloy helped you?
yes
Have you seen the outcome you were hoping for?
increased value
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Having more than one deferred final salary scheme pensions and looking at best options to either transfer out or stay in schemes
How has Dean McSloy helped you?
Dean helped me to understand in more detail the financial position I was in and how best the finances could be structured to allow me to retire early. His advise was always fair, open and honest and he provided me (and my wife) with the comfort we needed to confirm that we could comfortably do what we wanted to do.
Have you seen the outcome you were hoping for?
yes, completely
What could they have done better?
In my opinion, nothing. Deans help, advice and service have all been first class.
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
We were looking for a good rate of interest and Dean McSloy was recommended to us
How has Dean McSloy helped you?
He has been available whenever we have had queries, and has sorted them out
Have you seen the outcome you were hoping for?
The outcome was better than we expected
What could they have done better?
Nothing
Review from verified client
June, 2023
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Wanted pension advise
How has Dean McSloy helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I needed to move my company pension out of the scheme it was in
How has Dean McSloy helped you?
Dean explains everything clearly, keeps me informed of what is happening and comes back to me in excellent time if I leave a message for him. He also points out that even though my pension has dropped this year, overall it has done a lot better than we expected
Have you seen the outcome you were hoping for?
Over and above what I was expecting although the last year has seen a drop with everything that is going on
What could they have done better?
Nothing
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Dean McSloy helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not much
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
Felt it was time to hand over to a professional
How has Dean McSloy helped you?
Dean has given good thoughtful advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Recommendation
How has Dean McSloy helped you?
Very professional, approachable and efficient in all my dealings and has helped with family matters.
Have you seen the outcome you were hoping for?
Excellent service- global market conditions have not helped with overall portfolio growth hoped for.
What could they have done better?
As an investor I am always looking for increased returns but I am fully aware of the headwinds over the last few years but hopefully of good growth/ returns on my portfolio going forward.
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Needed to know about my Pension.
How has Dean McSloy helped you?
He sorted all my queries.
Have you seen the outcome you were hoping for?
Yes very helpful
What could they have done better?
N / A
First impression from a user who is not yet a client
May, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean was very professional in his approach. He ascertained my enquiry and requirements right at the start of the discussion and based on the information I provided, he gave appropriate advice. He concluded the discussion with an assurance that if the need arose for any financial planning advice in the future, he can be contacted at any time.
Review from verified client
May, 2023
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Referred by friend
How has Dean McSloy helped you?
Provides sound understandable advice
Have you seen the outcome you were hoping for?
Yea
What could they have done better?
Nothing
First impression from a user who is not yet a client
May, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean was excellent in communicating the various options available to me for retirement. He was clear on each step of the process and make every element simple and accessible.
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Aged 56, looking at pensions
How has Dean McSloy helped you?
Make a decision around my pension options
Have you seen the outcome you were hoping for?
Yed
What could they have done better?
Nothing, already recommended Dean to family and friends
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Retirement lumpsum investment
How has Dean McSloy helped you?
Dean continues to offer excellent advice which is understanding to me as a layman. He takes the time to answer all my questions about what we are doing together and I find it reassuring.
Have you seen the outcome you were hoping for?
Since the pandemic investing has been challenging and the returns have not been what was seen in previous years.
What could they have done better?
Communicating the changes that were taking place around the portfolio factsheets. I only found out about this in our annual review.
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean was very helpful and gave me much valuable information.
Review from verified client
April, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
General investment advise and pension transfer
How has Dean McSloy helped you?
Provided an overview of the issues and the measures TPO were taking to mitigate
Have you seen the outcome you were hoping for?
No - but this is a function of markets!
What could they have done better?
None
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Dean
Very good
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Dean
Very useful. It was clear very quickly what service he could offer me and my wife and that it was just what we needed. We are taking things further with him.
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Dean McSloy helped you?
Using his advice we bringing some of our plans forward
Have you seen the outcome you were hoping for?
Yes Dean jas helped us understand the finacial situation
What could they have done better?
Nothing that I am aware
Review from verified client
March, 2023
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
With a pension pot to invest it was essential that we had professional and competent advice
How has Dean McSloy helped you?
Deans knowledge and understanding of all things relating to retirement income and the general financial market have been invaluable to us for a good number of years.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Have been impressed with all advice given
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Dean
My first conversation with Dean was very informative, he was very open and helpful.
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Dean
he phoned promptly and discussed the matter in hand with me very well. Although the present conversation didn't lead to any business with Dean the conversation gave me confidence in the advice he was giving
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I was looking to make some investments so tracked Dean down as I knew him from his Barclays days and wanted some advice from someone who I trusted and felt comfortable with
How has Dean McSloy helped you?
He has helped me grow and protect my investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
February, 2023
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
I needed someone to monitor by sticks and shares
How has Dean McSloy helped you?
Dean is incredibly patient and explains everything in a very simple way that is easy to understand, even if you have very little knowledge about finance. He makes me feel reassured about my future.
Have you seen the outcome you were hoping for?
Yes, considering we have all been through an unprecedented financial crisis, my investments are stable
What could they have done better?
Nothing - I am very happy with his service.
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Dean
Dean's knowledge and ability to distill the more complex scenarios to every day language is very impressive. I'd thoroughly recommend Dean.
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
To amalgamate several pensions and to protect my spouse long term should anything happen to me
How has Dean McSloy helped you?
Dean has supported us in enabling us to retire quite early and is always there to answer our calls/needs in a timely fashion.
Have you seen the outcome you were hoping for?
Covid and the war in Ukraine both were untimely for us but we remain satisfied with our position given our long term aims.
What could they have done better?
N/A
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and had numerous pension pots. I needed advice around amalgamating some or all of them.
How has Dean McSloy helped you?
Dean has given me the assurance that I have sufficient funds to enjoy a comfortable retirement and the confidence that I will be cushioned from market turmoil.
Have you seen the outcome you were hoping for?
Yes, I am delighted with the outcome.
What could they have done better?
Nothing comes to mind
Review from verified client
January, 2023
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
I was advised by government pension advise
How has Dean McSloy helped you?
with my pension portfolio
Have you seen the outcome you were hoping for?
it's a little bit disappointing but that could be said for all pensions in the present climate
What could they have done better?
nothing really
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I needed guidance with my pension as retiring soon.
How has Dean McSloy helped you?
Dean discussed all my pension options in a clear way. He helped me decide on the best path for me. I felt relieved after speaking to him and I trusted him.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
He is so experienced and skilled with financial advice, so I cannot suggest improvement.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
I left my previous employers and needed financial advice on what to do with my pension and where to invest.
How has Dean McSloy helped you?
Grow my pension so that i can retire comfortably at 55
Have you seen the outcome you were hoping for?
Most definitely
What could they have done better?
I don't think there is anything very happy with my pension returns
First impression from a user who is not yet a client
December, 2022
Overall
Please provide a brief comment about your experience with Dean
I was interested in inheritance tax. Dean set out clearly all the options available to me.He provided excellent advice. My sons sat in on the meeting and Dean provided good quality answers to all the questions asked. I think he would be a great financial advisor to work with.
First impression from a user who is not yet a client
December, 2022
Overall
Please provide a brief comment about your experience with Dean
Dean provided very clear advice that I was struggling to get from other advisors. He distilled my situation into manageable blocks and was happy for me to ask questions at any point. I'd thoroughly recommend Dean.
Review from verified client
December, 2022
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
We needed to take care of our long-term financial planning and investment of our pension funds. Dean was recommended to us, having worked for a couple of friends. Best introduction we’ve ever had. If you need this type of service, don’t bother looking anywhere else - Dean is the only one you need to speak to.
How has Dean McSloy helped you?
Dean has overseen our long-term financial planning for retirement - something I can enjoy earlier than I ever thought thanks to him.
Have you seen the outcome you were hoping for?
Absolutely!!
What could they have done better?
Nothing! They use a very conservative model, that bases growth on a really low (3%) assumption, allow for difficult markets, and show you the impact of any decision/drawdown over the rest of your life. An all round fantastic service, backed by some good modelling technology.
First impression from a user who is not yet a client
November, 2022
Overall
Please provide a brief comment about your experience with Dean
It was mine and my Wife's first meeting with Dean, he'd previously called me for a chat to explain his services, he sent us some forms to fill in and return for our current circumstances and future needs and retirement dreams. We then spent a couple of hours going through these where he presented various financial retirement projections on a great piece of software. I felt like a weight was lifted, Dean was excellent, very helpful, i am really looking forward to working with him again now i have my target retirement date in sight.
First impression from a user who is not yet a client
November, 2022
Overall
Please provide a brief comment about your experience with Dean
Succinct and clear advice
First impression from a user who is not yet a client
November, 2022
Overall
Please provide a brief comment about your experience with Dean
Dean was able to explain matters to me with clarity and simplicity
Review from verified client
November, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Having retired I wanted advice on how to invest my pension pot to ensure a financially secure retirement for my wife and I.
How has Dean McSloy helped you?
By giving sound advice at a risk level we are happy with.
Have you seen the outcome you were hoping for?
Without doubt.
What could they have done better?
We are more than happy with the advice and increases in our portfolio.
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Approximately 6 years ago, pre aged 55, I was looking at taking early retirement and was recommended to Dean. Dean undertook a thorough review of my pensions and investments and provided me with a soundly based set of recommendations that enabled me to fulfil this wish. I have been a client of Dean's ever since and have happily recommended several friends and family to him for which i have had nothing but positive feedback.
How has Dean McSloy helped you?
He has reviewed mine and my wife's financial circumstances, considered our risk appetite, and provided soundly based recommendations throughout our relationship.
Have you seen the outcome you were hoping for?
Yes, very much so. I was able to retire at 55 and to continue to benefit from a standard of living I was looking for.
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I was looking to make some investments so tracked Dean down as I knew him from his Barclays days and wanted some advice from someone who I trusted and felt comfortable with
How has Dean McSloy helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Dean McSloy helped you?
Provided clear information to help me determine if I have sufficient funds to retire and to decide how to invest
Have you seen the outcome you were hoping for?
Yes
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Dean McSloy helped you?
Talked through the options available and the pros and cons of each
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
hard to tell, but satisfied with what was done
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
I was considering withdrawing my pension from my employer upon being made redundant
How has Dean McSloy helped you?
He advised and most importantly explained everything and acted upon my decision
Have you seen the outcome you were hoping for?
Yes indeed and I have recommended him to others
What could they have done better?
Nothing
Review from verified client
October, 2022
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Looking for a well established adviser with good track record
How has Dean McSloy helped you?
Provided initial advice from modelling various scenarios. Has continued to provide ongoing support and answer any queries that I have had.
Have you seen the outcome you were hoping for?
Have retired on the basis of advice given. He provided the confirmation that what I wanted to achieve in retirement was possible.
What could they have done better?
Nothing I can think of.
First impression from a user who is not yet a client
September, 2022
Overall
Please provide a brief comment about your experience with Dean
Very professional
Review from verified client
September, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Inherited money to be invested.
How has Dean McSloy helped you?
He has advised me to enable me to have an income
Have you seen the outcome you were hoping for?
Times are hard at the moment and to get a return of 4% is a good return.
What could they have done better?
I don't know.
Review from verified client
August, 2022
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Dean McSloy helped you?
I understand more about pensions
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything
Review from verified client
July, 2022
Overall
Advice
Service
Value
Based in Middlesex
What were the circumstances that caused you to initially look for an adviser?
We were planning for our retirement and required financial advice.
How has Dean McSloy helped you?
Dean used a stress test modelling tool to illustrate exactly where our financial projections would take us. He explained everything in layman's terms which made things easy for us to understand. He listened carefully to exactly what we were looking to achieve and offered sound advice on how this could be realised.
Have you seen the outcome you were hoping for?
Yes, absolutely. Dean has reassured us that our plans for the future were realistic and financially achievable.
What could they have done better?
Nothing could have been done any better. Dean was very professional and personable and inspired us with confidence. We would highly recommend Dean to anybody looking for honest and straightforward advice. It was a pleasure speaking with him.
Review from verified client
June, 2022
Overall
Advice
Service
Value
Based in East Sussex
What were the circumstances that caused you to initially look for an adviser?
My husband was thinking about retiring and we wanted advice about whether he should take the final salary pension or transfer out.
How has Dean McSloy helped you?
Dean has been very thorough, clear, well informed, patient and extremely generous with his time. He has got to know about us and to understand our priorities and retirement goals. I never felt rushed, he always took the time to answer all our questions. I always felt he had our best interests at heart.
Have you seen the outcome you were hoping for?
Dean has helped us come to a decision we are happy with.
Review from verified client
May, 2022
Overall
Advice
Service
Value
Based in Northamptonshire
What were the circumstances that caused you to initially look for an adviser?
Pension pot
How has Dean McSloy helped you?
Given excellent advice on our pensions.
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
Nothing!
Review from verified client
March, 2022
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Considering pension and retirement options and a possible transfer out of a DB scheme / combination with a DC scheme and going into drawdown.
How has Dean McSloy helped you?
Yes definitely.
Have you seen the outcome you were hoping for?
Yes, the solution reached gives me confidence to retire and retains flexibility for the future.
What could they have done better?
Nothing. Dean kept my best interests central to all discussions and decisions. Dean took time to understand my circumstances and needs and clearly explained the various options that could achieve them.
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Dean
Dean came across as knowledgeable and patient and explained procedures succinctly and simply. Dean listened carefully rather than launching into technical or sales speak. I look forward to exploring my pensions and financial planning options further with Dean
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Dean
never called
Dean's reply
TPO is truly sorry that you were not contacted. The team booked your initial call into my diary on a bank holiday when we were not open, which is the reason I didn’t know about the meeting and didn’t call. Please accept my sincere apologies for the mistake and please do let me know if I can help in any way, now or in the future.
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Dean
We had our initial video call with Dean who came across as very knowledgeable on pensions and investments. We have arranged to go forward with the discovery meeting.
Review from verified client
January, 2022
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to weigh up the pros and cons of transferring money out of my final salary pension scheme in the context of our wider future lives and our financial needs. I wanted a fee based service for advice only to ensure that there was no possibility that the advisor might lean in a direction that generated them more income rather than another.
How has Dean McSloy helped you?
Dean made us think about what we'd need to have in place financially for the rest of our lives and what we'd like to have in place. He provided us with unbiased, factual information on which we could consider options for financially efficiently meeting our aspirations in the context of pension and tax regulations. This took the form of numerical modelling of multiple scenarios and meetings with him to discuss each of these. He also provided information about what our level of involvement would be for each scenario and highlighted some of the natural feelings that people have towards a hassle free and risk free life in retirement.
Have you seen the outcome you were hoping for?
Yes. It has enabled us to make our financial choices and decisions, and to formulate plans for the future that can are can flex dependent on what happens in our lives.
What could they have done better?
It sounds strange but there's not really anything that we'd have wanted to be done differently.
First impression from a user who is not yet a client
December, 2021
Overall
Please provide a brief comment about your experience with Dean
Very professional. Explained the process and options in detail with clarity. Answered all questions easily. Looking forward to working with him.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
retirement planning and ensuring that my wife and family are best catered for financially when I pass away.
How has Dean McSloy helped you?
In the initial consultation, Dean listened to why I was investigating my options. He clarified and explained what is a complex subject matter clearly, answered all questions in a way that made perfect sense with relevance to what I was trying to achieve. The modeling sessions were clear and concise and Dean explained the relevance of all options available to me. There was never any pressure to consider alternative options outside of what was initially explained or discussed. With every step of the process I believed that Dean was acting in my / our interests, evidenced by him securing a larger value in my transferred funds from my previous Defined Benefit pension fund. I have no hesitation in recommending Dean to anyone else considering transferring their Defined Benefit pension
Have you seen the outcome you were hoping for?
Absolutely, and some. As described Dean worked closely with my previous provider, and understanding the market conditions and transfer processes, managed to increase the value of my transfer on my behalf.
What could they have done better?
I am more than happy with the service provided.
Review from verified client
September, 2021
Overall
Advice
Service
Value
Based in Leicestershire
What were the circumstances that caused you to initially look for an adviser?
Dean provided help, guidance and support with my pension planning. I was not aware of the options available to me until Dean fully explained and supported me through this processs. It involved a DBS pension as well as a small amount of DC pension as well. I have now moved both to a SIPP
How has Dean McSloy helped you?
He fully helped me with the pension transfer. I was not aware of the options open to me and Dean explained everything. I am delighted to now be able to retire earlier than I thought possible plus provide the flexibility I wanted with income drawdown as well as a potential legacy for my wife and children. Dean was extremly helpful, patient and knowledgeable. Dean was extremely professional. Dean helped with looking at the various investment options for the SIPP and now the fund is being invested for me.
Have you seen the outcome you were hoping for?
Very much so as the transfer has been made from the DBS and DC into my SIPP. I never dreamed the amount would be as much and the fact i can retire far sooner than I thought possible
What could they have done better?
Dean has been absolutely brilliant throughout this process. i could not have asked for more. I have already recommended Dean to a number of friends/colleagues who have DBS pensions as Dean was so helpful, professional and knowledgeable.
First impression from a user who is not yet a client
August, 2021
Overall
Please provide a brief comment about your experience with Dean
Perfectly understood where we were coming delivery from - empathetic
First impression from a user who is not yet a client
June, 2021
Overall
Please provide a brief comment about your experience with Dean
Very knowledgeable.
Review from verified client
April, 2021
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Potential defined benefit transfer
How has Dean McSloy helped you?
Analysed my financial circumstances and projected creating a SIPP vrs remaining with the DB pension
Have you seen the outcome you were hoping for?
The returns have exceeded our initial assumptions
What could they have done better?
Nothing , very pleased
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Dean
We both felt very comfortable with Dean on our first meeting. That was important to us. He listened to what we wanted and was very clear about next steps and charges involved. He was highly recommended to us and we can see why.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Dean
Dean easily established a good rapport. He seemed to have very broad experience. He quickly grasped that our needs were slightly unusual, encapsulated our situation and made numerous helpful suggestions, including things we had not previously considered. He also clearly indicated things he felt inappropriate for us. He did not appear at all pushy, but seemed trustworthy and 'on our side', giving the impression that he would work in our best interests. A very valuable and enjoyable experience.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Dean
Professional, explained in easy terms the steps and processes involved in planning and progressing with our retirement. Would recommend.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Dean
Dean is clearly very knowledgeable and the dialogue was clear and enlightening. Thank you!
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Dean
Clear and concise explanation of the features and benefits of services that are being offered.
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Dean
Dean came across as very knowledgeable and quickly demonstrated a good understanding of my requirements and situation. He immediately added value mentioning aspects that I had not considered. Highly impressive.
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Dean
we didnt actually discuss charges at this meeting
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Dean
A helpful introduction
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Dean
Hi company can't meet my requirements
First impression from a user who is not yet a client
December, 2020
Overall
Please provide a brief comment about your experience with Dean
Very honest.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I have various stocks and shares and cash and needed advice as to how best to invest for capital growth.
How has Dean McSloy helped you?
Dean provided clear advice with a number of options.
Have you seen the outcome you were hoping for?
The pandemic and it's impact on the stock markets have affected the returns, but they have remained stable in a falling market.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
To review my pension portfolio
How has Dean McSloy helped you?
Advised the best course of action for my retirement plans.
Have you seen the outcome you were hoping for?
Yes. My portfolio has increased in value which is great for my retirement plans.
What could they have done better?
Dean is very knowledgeable and also very honest, which I value highly especially when he’s looking after my portfolio.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Retirement / Pension
How has Dean McSloy helped you?
He gave us a better return than my pensions would have generated .
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think it could have gone better considering that we started the journey 12 months ago just as COVID was starting.
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Dean
Very friendly and professional. It was offered as a free 30 minute chat and Dean kept to that. Before the call, I had been concerned that most of the time would be wasted by trying to sell me on the idea of a full cost consultation. I was very pleased that Dean kept it as a quick chat. I was impressed and would certainly consider using you again.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Retirement income.
How has Dean McSloy helped you?
Personal care and advice.
Have you seen the outcome you were hoping for?
Yes especially in the current circumstances.
What could they have done better?
Not that I can think of.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
Dean has been managing our finances for many many years now. We first asked for support with a couple of basic investments
How has Dean McSloy helped you?
Dean helps us to review all our finances, not just our immediate investments but also our future plans - pensions etc. In addition he provided guidance with my parents estate as well as my personal pensions.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing better - an outstanding service.
Review from verified client
November, 2020
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Dean has been advising my family for a number of years
How has Dean McSloy helped you?
Dean has helped to miticulously plan our retirement funds
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
This is the rare case where our adviser, Dean, is everything we could ever wish for in a financial professional
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Dean
I am evaluating my options with my pension and I made a query with different consultants, between them Dean was the most pleasant to talk to. He listened carefully to my requirements, he was clear and in no hurry to close the conversation. The services charges , infrastructure, timing setup were all very well explained. I feel I can trust him with my investment.
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Dean
Dean provided me with all the information that I required. He was very knowledgeable and was able to answer all of my questions in a clear and concise manner.
First impression from a user who is not yet a client
September, 2020
Overall
Please provide a brief comment about your experience with Dean
Dean McSloy was very helpful in explaining how and when the work he does could help me. I was grateful for his initial advice.
First impression from a user who is not yet a client
September, 2020
Overall
Please provide a brief comment about your experience with Dean
Very informative. Dean explained why I needed to know reinforced the decisions that I had already made.
First impression from a user who is not yet a client
September, 2020
Overall
Please provide a brief comment about your experience with Dean
Dean was very clear in his advice and answered all the questions I had on my teachers pension, it was a very useful half hour for me.
First impression from a user who is not yet a client
August, 2020
Overall
Please provide a brief comment about your experience with Dean
I really appreciated Dean’s candour and insight.
Review from verified client
March, 2020
Overall
Advice
Service
Value
Based in Somerset
What were the circumstances that caused you to initially look for an adviser?
Dean looks after my mother's finances and I was looking for someone trusted to advise me long term and to manage my investments and savings.
How has Dean McSloy helped you?
Set up my savings and pension.
Have you seen the outcome you were hoping for?
Yes.
Review from verified client
February, 2020
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Moving my pension
How has Dean McSloy helped you?
Advised and explained the options, showed me potential outcomes, confirmed security and how everything would work
Have you seen the outcome you were hoping for?
Yez
What could they have done better?
Nothing so far, great service in the past 12 months
Review from verified client
January, 2020
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
We were seeking to rationalise and assess our financial position ahead of pending retirement
How has Dean McSloy helped you?
Dean took the time to understand and help us model our finances in retirement providing prompts and advice where needed and explaining the tax implications to us in comprehensible style.
Have you seen the outcome you were hoping for?
The relationship is less than one year old but we have been happy with Dean's advice.
What could they have done better?
To date the service provided by Dean has met our requirements
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in West Sussex
What were the circumstances that caused you to initially look for an adviser?
Need to organise and plan my retirement income
How has Dean McSloy helped you?
He helped consolidate my savings and pension arrangements
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Nothing
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
I was looking for independant pension advice for a SIPP
How has Dean McSloy helped you?
Dean sat with my wife and i and plotted several scenarios which were well presented and easy to understand. He helped us make an informed decision on our futures.
Have you seen the outcome you were hoping for?
Yes without doubt.
What could they have done better?
Nothing - we are grateful to Dean for supporting us through our transition into retirement.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Warwickshire
What were the circumstances that caused you to initially look for an adviser?
Advice on whether I should transfer my workplace pension to a private pension fund.
How has Dean McSloy helped you?
I sought advice from three recommended Financial Advisors, Dean being one of them. Unlike the other two Advisors Dean was not “hard sell” and having taken into account my risk appetite and financial status, he provided me with a professionally produced Pension Transfer Report, which he went through with me. Dean is very meticulous and goes to great lengths to ensure that you understand your options along with the risks and benefits. He gives you complete confidence in his ability to manage your portfolio.
Have you seen the outcome you were hoping for?
Long term investments go up as well as go down and there has been a lot of economic uncertainty since I opened my drawdown pension. So with this in mind, I am as happy as I can be.
What could they have done better?
I can honestly say that due to the fact that Dean is so thorough, approachable and genuine, I cannot think of anything that he can do to improve the service that I receive. I have happily recommended his services to friends.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Reviewing pension options
How has Dean McSloy helped you?
Dean understood my objectives and presented a clear strategy moving forward
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing , Dean's advice has been very helpful
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Reaching 50 and wanting to understand and put in place a retirement plan
How has Dean McSloy helped you?
Thoroughly reviewed my existing pensions, investments and savings. Understood my investement risk appetite Presented options for a retirement plan and different age scenarios
Have you seen the outcome you were hoping for?
Yes and agreed future investment structure Have retirement plans in place that are reviewed and re-run every 12 months In year investment adjustments made based upon market performance
What could they have done better?
None and extremely please with service
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Retired and had money to invest for my wife and I, our two sons and grand children.
How has Dean McSloy helped you?
By advising the right investments based on our risk profile.
Have you seen the outcome you were hoping for?
Yes, year on year increases in our investments.
What could they have done better?
We are more than happy with Dean. We believe the fact that Dean is now a Partner in the TPO speaks volumes for his ability and the advice that he gives.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Cambridgeshire
What were the circumstances that caused you to initially look for an adviser?
To switch out of my old company scheme.
How has Dean McSloy helped you?
Made the process very easy, efficient and no hold ups. He was also very knowledgeable, informative and made sure I understood the whole process.
Have you seen the outcome you were hoping for?
More than I expected - got great advice and would recommend him to my friends and colleagues.
What could they have done better?
Nothing to add here. I had a great experience.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Norfolk
What were the circumstances that caused you to initially look for an adviser?
A need to transfer an existing pension in order to receive improved management and focus.
How has Dean McSloy helped you?
Great advice and support. Made me feel very supported and important.
Have you seen the outcome you were hoping for?
Yes so far. I feel the fund is now in better hands,
What could they have done better?
None that I can think of.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
A need for financial advice
How has Dean McSloy helped you?
Professional advice in a clear concise manner. Always there when needed. Excellent comms. First class service.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Dean made us feel valued as a client. Nothing appeared to be too much trouble. We have been very happy with everything Dean performed and provided. And the answers on “VouchedFor” below are meaningless as I’ve never heard of VouchedFor, used VouchedFor or encountered VouchedFor. There is no opinion for “don’t know” or “N/A”.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Gloucestershire
What were the circumstances that caused you to initially look for an adviser?
Had a number of pensions from several jobs over the years and wanted to consolidate and revise contributions and specialised financial planning with views to retirement
How has Dean McSloy helped you?
He was and is brilliant, he did all the paperwork, consolidated all pensions at the correct time to minimise costs, and made projections for my retirement. He also advised and the pensions investment which I specified as ecological funds. His advice and distribution of the portfolio has meant we have beat market performance year on year.
Have you seen the outcome you were hoping for?
It has exceeded my expectations
What could they have done better?
I can't think of anything he could have done better
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Last year I transferred my pension from a Bank Scheme. I left that Bank over 10 years ago.
How has Dean McSloy helped you?
Initially transferred a diff bank scheme across whilst we had many discussions over 12 months as to the reasons why I was happy to move my larger scheme across.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
At this stage, I am v happy with the information / guidance provided to enable me to make a decision
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to move my final salary pension scheme from my previous employer and talk about the shares I hold
How has Dean McSloy helped you?
Dean moved my pension and gave me options regarding my shares
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
We needed to understand the best way to move forward with my different pension investments, because I was considering retirement.
How has Dean McSloy helped you?
We looked at the different pensions I had and with Deans advice pooled them together and invested them into Novia’s template, so I can keep a close eye on how the investments are going.
Have you seen the outcome you were hoping for?
So far it’s been ok, although I do understand the lack of confidence in the market place at the moment.
What could they have done better?
I haven’t any suggestions at the moment, although we will be looking to review things with Dean in the New Year with my wife considering retirement from work.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Hampshire
What were the circumstances that caused you to initially look for an adviser?
I had taken early retirement from my company and wanted to take my pension from my company scheme and place it in a SIPP.
How has Dean McSloy helped you?
Deans company was recommended to us by our then solicitor. From first contact right through to the present day (nearly 3 years now), Dean has been very friendly, knowledgeable, and has given us some really good advice.
Have you seen the outcome you were hoping for?
Whilst we have not yet seen the anticipated returns, there is no doubt that the advice and recommendations that we have been given have been appropriate for a long term strategy.
What could they have done better?
In terms of timely and appropriate communication, Dean cannot be bettered.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Dissatisfaction with investment performance
How has Dean McSloy helped you?
Presented clear and knowledgeable advice reliably and responsively
Have you seen the outcome you were hoping for?
Absolutely. Dean is always available at the end of a telephone and personally to answer any questions and advise
What could they have done better?
I have no suggestions
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Need for pension review and long term financial planning.
How has Dean McSloy helped you?
Dean explained everything to me in a straightforward, reassuring and non-patronising way. He has helped me understand whether I am saving enough for my retirement and has explained how everything works.
Have you seen the outcome you were hoping for?
Yes, so far my pension fund is tracking well and I feel I control under his guidance.
What could they have done better?
Right now I am completely happy with his advice.
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Because our previous adviser retired
How has Dean McSloy helped you?
He helped us sort everything out
Have you seen the outcome you were hoping for?
Yes we dad
What could they have done better?
We don’t think he could have done better
Review from verified client
December, 2019
Overall
Advice
Service
Value
Based in Buckinghamshire
What were the circumstances that caused you to initially look for an adviser?
Switch from defined benefit work pension to self managed SIPP
How has Dean McSloy helped you?
Providing initial guidance on benefits and potential risks in making the switch.
Have you seen the outcome you were hoping for?
Broadly yes, a weaker stock market in 2018 has resulted in returns a little lower than my expectations.
What could they have done better?
No specific suggestions- it’s always difficult to be precise on market performance.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
The opportunity to transfer out my pension from Barclays followed by a redundancy opportunity
How has Dean McSloy helped you?
He understands my needs, plans, appetite for risk and gave me good options that I understood. Great explanation of a complicated & important subject
Have you seen the outcome you were hoping for?
Yes. Good growth good follow up and Dean is now helping me with the next part of my pension opt out
What could they have done better?
Nothing. Dean is very knowledgeable and thorough. At no time did I feel pressurised
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Surrey
What were the circumstances that caused you to initially look for an adviser?
Needed help with pensions
How has Dean McSloy helped you?
Always helpful and informative
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Very happy
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Review of all Final Salary Pension Schemes
How has Dean McSloy helped you?
Plan my early retirement and fully explore my income requirements.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
There was absolutely nothing Dean could of done better.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Bristol
What were the circumstances that caused you to initially look for an adviser?
Withdrawing and investment of my company pension
How has Dean McSloy helped you?
He talked through the various investment options plus whether this was the right thing for me
Have you seen the outcome you were hoping for?
So far so good
What could they have done better?
Nothing I can think if
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Returement
How has Dean McSloy helped you?
Enabled me to retired earlier than expected by giving excellent advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can not fault Dean he always goes the extra mike to help us
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I reached 55 and wanted to explore my pension options
How has Dean McSloy helped you?
He helped me to get transfer values from my current and former employers
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Nothing. Dean is a Gentleman and very very professional and very capable.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Transferring two past occupational pension schemes into my own SIPP
How has Dean McSloy helped you?
Detailed and full explanation of the proposal including risks, charges and possible outcomes. Welcomed questions and provided answers that I could understand.
Have you seen the outcome you were hoping for?
Yes, all going according to plan.
What could they have done better?
Nothing I can think of.
Review from verified client
November, 2019
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Pension planning for retirement
How has Dean McSloy helped you?
Organised affairs and managed investments to allow me to retire early at 55 (2026); allowed for comfortable income in retirement and minimised complications and formalities
Have you seen the outcome you were hoping for?
Yes. I have recommended Dean to two people close to me and they too are happy with his services
What could they have done better?
Nothing I can think of
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
I wanted to know if I would be financially secure in my retirement and needed a pension that was flexable
How has Dean McSloy helped you?
Dean advised me on what I needed in relation to my retirement and how I can get there
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I cant think of anything as Dean has been totally professional in all his advise and managing my portfolio.
Review from verified client
September, 2019
Overall
Advice
Service
Value
Based in Hertfordshire
What were the circumstances that caused you to initially look for an adviser?
Private pensions were coming up for release and I was advised to seek the advice of a financial adviser by my pensions company.
How has Dean McSloy helped you?
Talked me through my options and carried out forecasts. He went the extra mile to get a comparison with the company I saved into for my pension against what TPO could offer and gave me the outcome in a fair and impartial manner.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, Dean was excellent.
Review from verified client
June, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Early retirement and looking to release cash from my pension, protect my wife’s interest in my pension and potential inheritance implications for my sons
How has Dean McSloy helped you?
Completed a thorough fact find to determine my needs and risk appetite. Then presented a series of options, at each time explaining the risks associated with each option. Always measured and calm in his approach and available on phone or via email to answer any questions or queries.
Have you seen the outcome you were hoping for?
Yes, through Dean’s advice I have been able to accelerate my retirement, release cash to do support my income and help me support my family. My quality of life and stress levels have improved immeasurably as a result of the help from Dean
What could they have done better?
I cannot think of anything that Dean could have done differently.
Review from verified client
June, 2019
Overall
Advice
Service
Value
Based in Bedfordshire
What were the circumstances that caused you to initially look for an adviser?
Occupational pension review in the first instance, leading to transfer-out into SIPP.
How has Dean McSloy helped you?
Quality advice with attendant cash-flows based on conservative long-term market expectations. Due diligence and risk appetite drove advice through to conclusion. 6mly reviews ongoing.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Genuinely I cannot think of anything in this regard; in tough 2018 conditions the fund has been very well managed, so I'm pleased with progress to-date.
Review from verified client
May, 2019
Overall
Advice
Service
Value
Based in Essex
What were the circumstances that caused you to initially look for an adviser?
To access my pension plot in order to purchase a park home
How has Dean McSloy helped you?
Went through my pension options and advice regarding this
Have you seen the outcome you were hoping for?
Yes my pension pot has now n transferred to Novia and I am in the process of buying a home
What could they have done better?
Nothing. Dean has been exceptional. He is professional but kind patient and nothing is too much trouble
Review from verified client
May, 2019
Overall
Advice
Service
Value
Based in Kent
What were the circumstances that caused you to initially look for an adviser?
My father left me some money in his will and my brother, who was already one of Dean's clients, recommended him.
How has Dean McSloy helped you?
He has advised me as to the best financial products to invest in, as well as advising me on pensions and whether I could take early retirement.
Have you seen the outcome you were hoping for?
Absolutely. I have peace of mind that my Dad's money is being well looked-after and that I have a secure financial plan for the future.
What could they have done better?
I honestly can't think of anything Dean could have done better. He e
Review from verified client
July, 2015
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for an adviser?
Needed to amalgamate pensions and obtain better rates of interest on savings.
How has Dean McSloy helped you?
We discussed my needs and found a solution.
Have you seen the outcome you were hoping for?
Savings and pension accounts have only been set up and I'm hoping for a decent return on investments. Everything is now easier to manage and easier to understand.
What could they have done better?
People go to financial advisers because they don't know the business and don't either have the time or want to spend the time researching everything, therefore most people are not qualified to state what could have been done better regarding finances. As for the service provided and communication offered, everything was absolutely fine.
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Dean
First impression from a user who is not yet a client
February, 2015
Overall
Please provide a brief comment about your experience with Dean
Review from verified client
January, 2015
Overall
Advice
Service
Value
Based in London
How has Dean McSloy helped you?
Dean has always been very helpful in providing me the best advice for my circumstances. He has gone out of his way to help me . I have found him very professional . He is always prompt and returns my calls as soon as he is available. Dean has always kept me up to date with my financial plans and I feel comfortable that my affairs are looked after. I have built a close relationship with Dean and trust him fully. Dean is a true asset to any company and individual and I highly recommend him. Kind Regards Monique
What could they have done better?
At this moment in time I am happy with everything that Dean does.
First impression from a user who is not yet a client
December, 2014
Overall
Please provide a brief comment about your experience with Dean
Review from verified client
December, 2014
Overall
Advice
Service
Value
Based in Hertfordshire
How has Dean McSloy helped you?
I was recently widowed and required an advisor to help me plan for a secure future for myself and my family. Dean reviewed my current financial position and advised on how to best manage my affairs. He was very reassuring and very clear ensuring that I fully understood and was happy with all my decisions. Dean has researched and advised me on pensions, investments and inheritance tax. He is always easy to contact and ready to give support and advice. It is great to know my affairs are constantly monitored.
What could they have done better?
I am very happy with my advisor and have no constructive suggestions at present.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Bedfordshire
How has Dean McSloy helped you?
A complete professional and very trustworthy. Extremely knowledgeable and is able to explain in layman's terms the intricacy's of the financial markets and the various investment options. Keeps his eye on the market and your portfolio and will make change recommendations to stay ahead of the markets. Stays visible even when the market is in turmoil. Sets up regular review dates. If you are a novice to investments and the markets like myself Dean takes you through in stages which allows you to build on your knowledge at each review. Always available to discuss issues/questions.
What could they have done better?
At times can be too repetitive when explaining markets, investments etc.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Bedfordshire
How has Dean McSloy helped you?
Dean was extremely knowledgable and helpful with his advice. I feel completely confident that the advice i was given was honest and forthright.I would highly recommend Dean as an Independent Finanacial Advisor to anyone seeking honest and bespoke advice.
What could they have done better?
I was completely confident that the help and advice given was the best.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in London
How has Dean McSloy helped you?
He listens and answers any questions with barely a hesitation. He has a very thorough knowledge of finance and it certainly instils confidence in his customers
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in West Midlands
How has Dean McSloy helped you?
Dean is very easy to talk to and a good listener to all of my requirements. I am able to share any of my investment ideas, pension thoughts and any protection requirements and he and provides a good solid and factual response. He provides a number of different scenarios of which i am best advised but still able to chose my own path. Is very clear and able to provide as little or as much information and detail on any of my portfolio, investment ideas, pensions and protection plans. Is always available to talk to you night or day or went is convenient for myself.
What could they have done better?
As Dean has only been my adviser for a short period of time and is providing my with everything i need, i couldn't ask for more. He goes out of his way asked for advise on other areas of mine and my wife's financial planning and i can't ask for more from him.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Essex
How has Dean McSloy helped you?
Dean listens to our needs, has identified areas that we had not considered and has been very pleasant , prompt and reliable throughout the process. He has been flexible in meeting with us and has spent considerable time in exploring options to maximise the return from our investments. An excellent service and I am happy to recommend.
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in Bedfordshire
How has Dean McSloy helped you?
Dean has been extremely proactive as my financial requirements have changed over the years, understanding my personal situation completely and recommending the best course of action for my investments
What could they have done better?
Dean has provided a perfectly tailored service to my requirements, has not tried on up-sell additional services that I do not want, he has provided a service that exactly fits what I require. Now if he could give me next weeks winning lottery numbers as well...
Review from verified client
October, 2014
Overall
Advice
Service
Value
Based in London
How has Dean McSloy helped you?
Dean has been excellent at looking at my situation and advising on what is best for me, going above and beyond what I could have reasonably expected in terms of service. He has been approachable and thorough in his advice.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Bedfordshire
How has Dean McSloy helped you?
In these uncertain times and with a fluctuating market , Mr Mcsloy has given us very good advice . As a cautious investor he has grown my initial investment and given me a good income . With the growth and the income combined , it works out to roughly 8% . This gives me a good lifestyle and my capital is safe . As a retired investor i can't afford to gamble , and am very pleased with my investments . We meet on a quarterly basis , but while we have been setting up new investments we have been meeting up monthly . Mr Mcsloy is more than happy to do this , and with a home visit it makes life so much easier than traveling into london . He is very easy to talk to and understands our goals. We get updated very regularly which enable us to see how our portfolios are doing, and with his strong technical knowledge, can advise us in laymans terms what is best for us. As he understands our attitude to risk . If we have any questions before our next meeting we are only a phone call away , and he always returns them the same day.
What could they have done better?
I doubt if he could do any better with the type of risk i am willing to take.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Hertfordshire
How has Dean McSloy helped you?
Dean carried out a comprehensive review of my personal financial affairs & set out a number of recommendations with concise explanation. I was pleased to see that the recommendations were simply yet clearly set out , & easy to follow. This year's review confirmed my opinion that I had made a good choice in Dean.
Review from verified client
September, 2014
Overall
Advice
Service
Value
Based in Bedfordshire
How has Dean McSloy helped you?
Dean is approachable, friendly, trusted & gives very good advice. I believe that he does everything he can when investing for me & explains everything that he is doing, happily answering the numerous, repetitive questions that I often have.
What could they have done better?
Nothing.
Review from verified client
August, 2014
Overall
Advice
Service
Value
Based in Bedfordshire
How has Dean McSloy helped you?
We have known Mr McSloy since he was at Barclays as a financial consultant. We found him to be very sincere, honest and trust worthy. He speaks with conviction and seems to have a thorough understanding of the financial markets and of the various products on offer. He is never in a hurry to getaway and ensure we are happy before he leaves. What we like most of all about him is his attitude to ensure that the information he gives us is correct and up to date. Over the years we cannot faulter any of his advice but offer him praises. My son and son-in-law are both in banking and financial services and they express their appreciation for his depth of knowledge of the markets and the quality of advice and recommendations Mr McSloy has given us over the years.
What could they have done better?
I would suggest Mr McSloy continue to service his clients with the same level of honesty and sincerity as he is doing at present.
Review from verified client
July, 2014
Overall
Advice
Service
Value
Based in London
How has Dean McSloy helped you?
Explains one's financial situation, proposed courses of action and the reasons for them very clearly, so one can have complete confidence in him. He completely dedicated himself to my financial well-being.