Dean's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 163 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 97 )
Investments and Savings ( 102 )
Pension Transfers - Non Specialist ( 32 )
Inheritance Planning ( 30 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 45 )
Financial Planning ( 58 )
Financial Mentoring ( 7 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 54 )
£200k - £500k ( 43 )
£100k - £200k ( 7 )
( 1 )
Up to £50k ( 10 )
£50k - 100k ( 3 )
Review
by a verified client in Hertfordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn't happy with my previous advisor. My bank manager recommended Dean 10+ years ago. We haven't looked back since.
How has Dean McSloy helped you?
Dean has done many things to help us over the 10+ years he has been advising us. For example consolidating various pension funds, managing investments, demonstrating future cash flows and perhaps the most important explaining financial concepts/implications in a clear and non technical manner.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Bedfordshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Changes to circumstances and government policies
How has Dean McSloy helped you?
Dean has always been a trusted advisor and guided my decisions on inheritance tax planning and pension investment
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing
Review
by a verified client in Bedfordshire
4 days ago
Overall
Advice
Service
Value
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
by a verified client in Bedfordshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to move my pension from a previous provider
How has Dean McSloy helped you?
Took me through the whole process, explained everything very well and advised me what is best for me every step of the way
Have you seen the outcome you were hoping for?
And then some!
What could they have done better?
Nothing
First impression
by a VouchedFor user
7 days ago
Overall
Please provide a brief comment about your experience with Dean
Dean was recommended to me through my wifes work colleagues. They had a great experience with him and so did i. I needed some pension advice and he was able to help clarify some issues to help me make some important decisions. A very positive experience.