Sean Guirey

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

I needed help with my pension folio

How has Sean Guirey helped you?

Sean has been amazing with his advice regarding my pensions and also financial planning, he is always proactive with setting up meetings and following up with reports.

Have you seen the outcome you were hoping for?

I've most definitely seen the results that I was hoping for.

What could they have done better?

I'm struggling with this question, so far we are on a great course that will hopefully give me the best pension results moving forward.

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

We initially as income streams that were inconsistent but significant and needed advise on how best to invest our money. We were also very keen to plan for our long-term future from as soon as possible and in need of grounded advice.

How has Sean Guirey helped you?

Sean has been a joy to work with, so easy to converse with and always has the right questions to ask in the right manner for us. He has helped us to organise our own pensions, invest in portfolios and effectively plan for house moves around dynamic careers with some significant changes through the past 12+ years. We also needed to withdraw some of our investment funds at short notice, which he and his team did both dynamically and with a calm and thorough approach.

Have you seen the outcome you were hoping for?

100%! Our pensions are in incredibly good positions for a couple in only the middle of their working lives. Our investment portfolios have surged in the past couple of years and we feel incredibly safe and assured in their hands.

What could they have done better?

Made us even more money! Only joking, I cannot fault their service and most importantly the human connection they so quickly establish and flourish. I cannot recommend them enough.

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

I was a Director of a business which was looking at finance options in the longer term through some form of borrowing against a pension pot.

How has Sean Guirey helped you?

Sean provided advice and the framework for a SASS that helped the business finance a building purchase that helped ensure its long term growth.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

There are few reliable crystal balls in business as politicians do like to tinker with the levers every year. Sean has anticipated these medaling's well, but there's always room for a surprise.

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

I was seeking a trusted advisor to help in planning for my retirement.

How has Sean Guirey helped you?

Sean has been a calm, measured and expert advisor in helping to navigate a tricky financial period of my life whilst providing transparency and reassurance for the long term.

Have you seen the outcome you were hoping for?

Yes, I am informed and empowered concerning my current and future financial position

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

Our accountant suggested that an adviser would be helpful for various aspects of our business and personal finances.

How has Sean Guirey helped you?

Sean has always listened carefully to our problems, then has come back with appropriate advice and suggestions. All meetings are documented, and action points noted both for him and for us - so everything is always perfectly clear.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of.