Dean McSloy

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.

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

A substantial amount of money came our way 10 years ago and we needed advice where to invest.

How has Dean McSloy helped you?

We have had the pleasure of having Dean's knowledge and expertise over the years and he has given us great advice how to manage our finances. His advice was accurate and we are grateful to know that we can always phone him should we need assistance with anything. We have regular emails from Dean with information how our account is progressing.

Have you seen the outcome you were hoping for?

Having recently had a meeting with Dean, we have seen the outcome and progress and we are very pleased how our money has worked for us.

What could they have done better?

Nothing.

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

After retiring f needed advice on best options for my pension pots

How has Dean McSloy helped you?

Very thorough with advice and guidance

Have you seen the outcome you were hoping for?

Yes generally with investments growing as forecasted but if course this has reversed at the moment due to world situations etc

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

Having retired some 15 years ago and with available funds to invest my wife and I thought it wis to seek professional advice.

How has Dean McSloy helped you?

Dean has been an immense help throughout the years we have been with him. We have complete faith in him and his advice has always been sound. Our eldest son is advised by Dean and soon our youngest son will also benefit from the wealth of finance planning Dean has. We have also introduced two of our friends to Dean.

Have you seen the outcome you were hoping for?

Yes our funds have continued to grow year on year

What could they have done better?

Completely happy with Deans advice

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

We already had an advisor but he retired

How has Dean McSloy helped you?

Dean has been very helpful in all aspects of retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I don’t know if anyone could have done any better