Dean McSloy

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!

Please provide a brief comment about your experience with Dean

Very personable and helpful

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

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

Please provide a brief comment about your experience with Dean

Dean was extremely helpful and brought up a few important points that others I have spoken to in the profession had not mentioned. I feel more confident going forward with my Inheritance Tax journey now and we have left it so I can call Dean if I need his expertise, or leave it. He was very generous with his answers and knowledge, which is much appreciated. I still have other professionals to speak to but so far, Dean is the best for not trying to confuse matters and speaking plainly, so chances are that I will return to him.