Dean McSloy

Dean McSloy

The Private Office

Dean's reviews

Reviewed for

Insurance and Protection ( 6 )

Pensions ( 166 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 99 )

Investments and Savings ( 103 )

Pension Transfers - Non Specialist ( 32 )

Inheritance Planning ( 30 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 45 )

Financial Planning ( 59 )

Financial Mentoring ( 7 )

Financial Coaching ( 4 )

( 1 )

Reviewers' assets

£500k+ ( 54 )

£200k - £500k ( 45 )

£100k - £200k ( 7 )

( 1 )

Up to £50k ( 10 )

£50k - 100k ( 3 )

Review

by a verified client in Surrey

4 days ago

Overall

Advice

Service

Value

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

Pension plan

How has Dean McSloy helped you?

Very much so

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression

by a VouchedFor user

15 days ago

Overall

Please provide a brief comment about your experience with Dean

Dean is an excellent communicator and explained in detail every question I asked. He was not at all pushy and we left it that I would contact him if needed. As it happens I might well ask Dean to prepare a report for me!

First impression

by a VouchedFor user

20 days ago

Overall

Please provide a brief comment about your experience with Dean

Very personable and helpful

Review

by a verified client in Hampshire

21 days ago

Overall

Advice

Service

Value

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

Redundancy and pensions

How has Dean McSloy helped you?

Dean has advised and assisted myself and my wife with our pensions and setting up a SIPP

Have you seen the outcome you were hoping for?

Yes, overall our SIPP has risen at the rate anticipated.

What could they have done better?

Personally, nothing better

Review

by a verified client in Essex

22 days ago

Overall

Advice

Service

Value

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

Early retirement and pension advice.

How has Dean McSloy helped you?

Dean has always been very supportive through some challenging periods - always listening to our needs and providing a high quality of service. Always approachable and quick to respond.

Have you seen the outcome you were hoping for?

Yes - albeit tempered by world events outside of control for example Covid, Russia invading Ukraine and more recently the Trump effect, all causing market turmoil globally.

What could they have done better?

Nothing comes to mind