George Delaney

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

I was looking for sound and easy to understand pension advice which then encompassed general investment advice to ensure a balanced portfolio attuned to my level of personal financial risk.

How has George Delaney helped you?

I have known George for what must be close to 20 years- he has an easy and welcoming approach to the delivery of his financial advice. In short he has helped me achieve the outcomes I have wanted and which he has accepted in a non-judgemental way but with sound guidance.

Have you seen the outcome you were hoping for?

I have seen the outcomes that I had agreed with George accepting the norms of market volatility when investing

What could they have done better?

I have no particular reason to think anything could have been done better as George’s level of client service is really strong and he makes you feel as if he only represents you which of course is not reality

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

I needed to rationalise investments following a change of circumstances and a friend recommended George.

How has George Delaney helped you?

He quickly understood what I was trying to achieve together with where I had knowledge and where there were gaps. As well as enabling me to make decisions there was support through the implementation phase. Plans have been adapted as part of the regular review and also on an ad hoc basis as circumstances continued to change.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think of.

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

My wife and I needed advice on savings and retirement income

How has George Delaney helped you?

He suggested appropriate vehicles for savings and arranged these

Have you seen the outcome you were hoping for?

So far, yes

What could they have done better?

Nothing to my knowledge

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

Exploring the possibility of transferring out of a company pension to a SIPP

How has George Delaney helped you?

George has continued to provide careful and balanced advice and to encourage looking at the 'bigger picture'. I've been able to readily discuss options I may not have otherwise considered.

Have you seen the outcome you were hoping for?

The SIPP and other investments have continued to meet my needs.

What could they have done better?

Nothing.

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

I think I contacted George over 20 years ago to arrange a private pension. I can't actually remember how I found him! I am going to guess a friend recommended him.

How has George Delaney helped you?

George is someone who I trust to provide me with easy to understand and digestible advice about my finances. Helping to think long term and how to organise my finances accordingly has been very helpful. As a bonus he is also very patient and has a sense of humour.

Have you seen the outcome you were hoping for?

Yes I am definitely on the right path to hopefully a good retirement

What could they have done better?

Nothing I can think off!

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

I was at a point where I needed external expertise to navigate specific challenges and opportunities. Gaining fresh market perspectives and assistance in making critical strategic decisions, I recognized the value an adviser could bring. The circumstances were a mix of wanting to capitalize on growth potential while addressing emerging complexities in our market, ensuring I had the best possible guidance to make informed decisions."

How has George Delaney helped you?

George was instrumental in helping me clarify and prioritize my objectives. He brought a wealth of experience and a fresh perspective that enabled me to navigate challenges more effectively. George provided strategic insights, introduced a frameworks for decision-making, and offered sound strategic insight which elped accelerate progress.

Have you seen the outcome you were hoping for?

Working with George brought clarity and direction to both my short- and long-term financial goals. His expertise helped me optimise my investments, manage risk more effectively, and align my financial strategy with my personal ambitions.

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

George has managed my SIPP for 4-5 years and has been my financial adviser for 20-years

How has George Delaney helped you?

He provides advice in a way that is easy to understand and my SIPP has grown in the past 18-months

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Their performance has been excellent when the market conditions have enabled growth

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

I have been a client of George's for over 20 years. I was in my late 30's when he first approached me and I was looking for someone who was willing to build a long term relationship with me and to help me plan for the future. At that time I had very little cash to spare for investment but George nevertheless stayed with me and kept in touch regularly

How has George Delaney helped you?

Over the years he has advised me on (i) how to develop and implement a savings strategy for retirement (ii) advised on provision for my children (iii) inheritance from my parents and (iv) at present now that I am retired advising on pension options. He has been side my side with me during all the ups and downs of a normal career and I have greatly valued his wise and patient counsel throughout- which he provides with empathy and understanding.

Have you seen the outcome you were hoping for?

Absolutely. I had many other approaches from financial advisers but all of the others took a short term approach and quickly lost interest if I did not have funds available for immediate investment. George was different and I have no doubt that I would not be on the sound financial footing I am now if it had not been for his constructive and patient advice and encouragement over the years.

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

We initially made contact with George around 10 years ago after selling our business and we needed financial advise as to how to invest the proceeds and to review all current products and pensions

How has George Delaney helped you?

George helped steer us though a new chapter in our lives but in the years since George has continued to provide us with sound advice

Have you seen the outcome you were hoping for?

Definitely. We feel that George has set up up for the future and beyond with IHT considerations

What could they have done better?

Nothing

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

Need for proper financial advice.

How has George Delaney helped you?

He has consolidated my pension pots and offered sound advice to saving. Most importantly George has arranged regular meetings to assess investment strategies and to encourage investment rigour.

Have you seen the outcome you were hoping for?

More than happy.

What could they have done better?

Nothing.

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

Managing of a private pension and overall financial stability

How has George Delaney helped you?

Explaining financial information, listening to my feedback and creating a secure relationship for the future.

Have you seen the outcome you were hoping for?

Yes, definitely, I am in good and safe hands.

What could they have done better?

Nothing

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

I wanted to set up a SIPP to take use of tax breaks

How has George Delaney helped you?

George has advised me with regard to retirement planning involving a SIPP, ISA and other managed investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have always been very pleased with George's proactivity and service

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

General need for financial planning

How has George Delaney helped you?

General financial planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I have been a client of George Delaney for a number of years. Initially to advise on inheritance and redundancy monies.

How has George Delaney helped you?

Reviewing my financial position annually and adapting to changes that have taken place personally and career wise of the years. Despite these changes George always illustrates and advises actions to be taken which offers re assurance that my financial plans will work for me.

Have you seen the outcome you were hoping for?

Yes, his advise and recommendations have helped secure a better financial platform for when I fully retire.

What could they have done better?

Nothing. Very pleased.

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

George has managed my financial affairs for many years. He currently manages my SIPP

How has George Delaney helped you?

To move my pensions into a single pot (at my request) so that it was easier for meto track

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

His advice and service has always been excellent

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

George is incredibly intune with his clients requirements and makes the necessary recommendations at the most appropriate time. You feel secure in the knowledge that he is well versed with market activities.

How has George Delaney helped you?

Provided sound advice backed up with data and years of experience.

Have you seen the outcome you were hoping for?

Yes, whole heartedly.

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

I have a good pension but needed advice and assistance with my savings

How has George Delaney helped you?

George has been very helpful with advice and feedback in challenging times

Have you seen the outcome you were hoping for?

Subject to the vagaries of the economy, yes

What could they have done better?

In the circumstances, very little

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

Exploring the possiblity of transferring out of a company pension scheme to a SIPP

How has George Delaney helped you?

George provided careful and balanced advice on the pros and cons of a transfer. As part of this process, and indeed subsequently, George gave clear explanations and responded fully to any questions.

Have you seen the outcome you were hoping for?

Yes, despite some challenging market conditions over the last few years, my SIPP and other investments have continued to meet my needs. George has been readily available for any advice and we also meet regularly to review my investments and financial goals.

What could they have done better?

Very little, the service I receive is exactly what I required.

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

Dissatisfaction with company final salary scheme

How has George Delaney helped you?

Transferred company pension out to a SIPP, set up a pension/retirement income

Have you seen the outcome you were hoping for?

Initially yes, sadly earnings have been impacted by current events, however, measures have been implemented with Georges advice to minimise that impact.

What could they have done better?

Short of raising my level of risk, very little. We have regularly reviewed the situation and moved funds around as recommended.

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

Looking for an independent financial adviser to help manage my investments, help me achieve my financial goals and ultimately help plan for retirement

How has George Delaney helped you?

George has been a trusted adviser for almost 20 years, giving reliable, robust, independent and expert advice to help me plan, all delivered in a way that is centred around me and my goals

Have you seen the outcome you were hoping for?

Yes I am confident I have planned well for the future and invested wisely based on George's advice

What could they have done better?

Nothing!

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

I was looking for advice on the transfer of my company pension scheme.

How has George Delaney helped you?

George reviewed all my current retirement planning and what I wished to achieve for the future.

Have you seen the outcome you were hoping for?

The advice George gave me was careful and balanced and despite the current market volatility my mix of annuities and SIPP drawdown meets all my needs. George is available for any advice I need and we review my pensions on a regular basis. We will also look to consider inheritance planning for the future.

What could they have done better?

Very little, the type of service is exactly what I want

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

I was looking for an advisor to help me with investment planning over the long term

How has George Delaney helped you?

George has helped me to plan a investement and pension portfolio for me and my wife. This has included insurance products, Isas, EIS etc. As my circumstances have changed over the last foru years - from employment to consultancy and back to employment - George has offered dynamic, proactive advice and planning.

Have you seen the outcome you were hoping for?

Yes - most of the financial planning has retirement in mind, but there have been some strong returns on the shorter term areas of the portfolio

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

I needed someone to help me plan and structure my retirement. Work with me to create a long terms plan, rationalise my multiple pensions and establish an suitable long term investment portfolio

How has George Delaney helped you?

He helped with all the above, providing analysis, coaching, managing pension transfers for me and managing/monitoring the on-going investment portfolio

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Some improvement to portfolio tracking tools, though that has recently improved significantly

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

Pension fund transfer

How has George Delaney helped you?

Management of investment fund

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has George Delaney helped you since your last review?

Over the last few years my financial situation has changed drastically. I ceased full-time working in 2018 but have continued to work on a part-time consultancy basis - and then of course there was COVID. George has been a constant source of good advice through this period of change.

This review is a follow-up review from a client who left a review previously.

How has George Delaney helped you since your last review?

George always gives careful and considered advice and explains things very clearly

This review is a follow-up review from a client who left a review previously.

How has George Delaney helped you since your last review?

George continues to provide straightforward and down to earth financial advice.

This review is a follow-up review from a client who left a review previously.

How has George Delaney helped you since your last review?

George continues to provide sound advice.

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

I needed advice in relation to my savings and private pension provision as a support in addition to my SIPP advisor and my stockbroker to ensure that I was getting the right advice from someone who did not have a direct interest in my investments.

How has George Delaney helped you?

By giving me exactly that advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

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

Approaching retirement and needed to ensure my financial structure was set up properly

How has George Delaney helped you?

Financial coaching and planning. Helped with portfolio planning (pensions, buy to let, investments) and inheritance planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No, very sensible advice

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

Restructuring finances to enter into part time work and future retirement.

How has George Delaney helped you?

Financial scenario planning and examining different options to set the right balance of future income, risk and inheritance planning. Following that implementing move to cost effective platform and service. Fantastic advice on examining and selecting the best option.

Have you seen the outcome you were hoping for?

Yes, I see them as my objective and balanced advisor as we observe and react to market changes. George challenges me at the appropriate time to stick to the plan in a mature and data informed way.

What could they have done better?

I’m analytical and don’t get as much feedback on day to day portfolio movements as you would on more expensive trading platforms.

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

Transfer of DC pension to SIPP

How has George Delaney helped you?

Advised if suitable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

We were looking for clear advice on the best way to save and invest for our future security.

How has George Delaney helped you?

George has always been clear with his views, and provides advice at a level that is easy to understand. He recognises that we are not financial experts and are looking to him to give us his recommendations on steps to take. He takes the time to come and see us, to fit round our diaries.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind. We are very happy with the advice and service provided.

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

I didn’t have time to organise my savings and investments

How has George Delaney helped you?

George helped put in place long term savings arrangements for me and my wife. He takes the time to understand our needs. He is excellent.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Disatisfaction with company final salary pension performance and value.

How has George Delaney helped you?

Transferred pension into a SIPP

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I wanted to maximise my pension returns. George Delaney was recommended to me by a trusted friend, who had received financial advice.

How has George Delaney helped you?

He advises on pension affairs.

Have you seen the outcome you were hoping for?

Work in progress but going well I have been impressed by the consistent returns.

What could they have done better?

I am very happy with the service.

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

I needed help in pension planning and arranging my investments to work better for me

How has George Delaney helped you?

He helped me form an investment strategy to take into account pensions, ISAs, taxes and the long-term horizon on a structured basis

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Hard to say!

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

Withdrew my company pension CETV into an pensions investment fund

How has George Delaney helped you?

During initial consultations, George was able to explain in thorough detail how managed investment funds work and of any associated risks that may be involved. George has also provided considerable help with full financial management and planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

I needed someone to look after my pension fund and give me financial advice

How has George Delaney helped you?

Personal service tailored to my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Communication and professionalism first class

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

I had various employer's pension schemes that I wanted to consolidate into a SIPP.

How has George Delaney helped you?

He advised me on the different options and the pros and cons of keeping my existing arrangements and setting up a SIPP.

Have you seen the outcome you were hoping for?

Yes.

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

Taking a CETV for my pension

How has George Delaney helped you?

Explained fully the options and implications to investing my pension in a portfolio

Have you seen the outcome you were hoping for?

Yes, although a difficult time to forecast with pandemic

What could they have done better?

Perhaps direct general circular emails on say a fortnightly basis explaining what the markets were doing although there is probably plenty of this info available elsewhere

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

Approaching retirement with financial decisions to be made. Metis came highly recommended by colleagues.

How has George Delaney helped you?

George gave me advice on managing my finances in retirement. After considering all options I decided to transfer a pension into a SIPP. He also gave further advice on inheritance planning powers of attorney.

Have you seen the outcome you were hoping for?

Yes, the advice I received was sound. Metis is managing the investments in my SIPP and together with my other pension income is giving me the level of flexibility that I have needed and will continue to need in the years to come. Regular reviews of the SIPP performance and my own financial situation give me the confidence that I made correct, informed choices.

What could they have done better?

I have been a financial advisor in the past (over 25 years ago) and the level of service I am getting meets my needs perfectly.

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

Moving my company pensions into a SIPP

How has George Delaney helped you?

Made the process very simple

Have you seen the outcome you were hoping for?

Yes I have seen excellent growth in the last few years despite challenging market conditions

What could they have done better?

Nothing. Excellent service

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

Ongoing relationship

How has George Delaney helped you?

Ongoing advice with respect to investments.

Have you seen the outcome you were hoping for?

Yes

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

I previously had a financial adviser but I switched to George when they were no longer responsive

How has George Delaney helped you?

Reorganised and consolidated my pension arrangements into a SIP managed by Rathbones

Have you seen the outcome you were hoping for?

Good returns achieved in line with my risk appetite.

What could they have done better?

Nothing springs to mind. Very happy with the advice and results achieved.

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

Decided to transfer out of DB pension scheme to SIPP

How has George Delaney helped you?

Gave financial advice and modelling, arranged transfer and manages investments in SIPP.

Have you seen the outcome you were hoping for?

Yes and more.

What could they have done better?

Some reporting issues arisen but quickly rectified when brought to George’s attention.

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

Future planning

How has George Delaney helped you?

Worked out projections and advised on how to invest

Have you seen the outcome you were hoping for?

Yes - more so than I thought

What could they have done better?

Gave me free money :-)

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

I was retiring

How has George Delaney helped you?

He helped in re-orgaising several pensions & FSAVCs

Have you seen the outcome you were hoping for?

yes

What could they have done better?

possibly

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

I was a director of my own limited company and had used Equitable Life for my pension planning. When they (Equitable Life) effectively closed their doors to further investments I looked elsewhere I decided on George Delaney.

How has George Delaney helped you?

He helped me coordinate all my pension funds and guided me through the process of finding a fund manager. We set targets which we continually met and the results have been amazing despite the impact of Covid. We have met regularly over many years and George was always really flexible on when and where we met. His advice and support has been first class.

Have you seen the outcome you were hoping for?

Absolutely I have. Having now met my final pension fund targets I am retired with a very secure financial future. I will of course be managing my fund point forward with George's assistance.

What could they have done better?

I honestly can't think of anything. I have rarely written reviews for anyone or any products but felt in this case George deserves to be acknowledged for his professionalism and knowledge.

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

sipp trf

How has George Delaney helped you?

advice and set up

Have you seen the outcome you were hoping for?

yes

What could they have done better?

no

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

I have known George for over 13 years. In that time I have needed advice on a number of different issues. Inheritance monies, redundancy monies, change of location and career, planning for retirement.

How has George Delaney helped you?

George has always seeked to understand my short term and long term goals. As such, great care and thought has been put into planning and delivering a portfolio to suit my needs. George and his team are very professional and feel re assured that the advise given is tailored to me as an individual.

Have you seen the outcome you were hoping for?

To date I am very happy with the performance of my portfolio and the advice I have received over the years.I am very grateful to have had the trust and support to re assure me that I will have the security I need as I enter towards retirement.

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

Moving from a company pension to a SIPP

How has George Delaney helped you?

Consideration of my overall financial and health position in order to tailor advice specifically to my individual circumstances.

Have you seen the outcome you were hoping for?

On balance, yes. Where I'm unclear or uncertain George is always willing to explain, clarify and give context.

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

To diversify my investment portfolio and make the optimum use of the annual ISA allowance. To seek advice on my pension and tax associated with it.

How has George Delaney helped you?

Accessible and clear advice and regular contact.

Have you seen the outcome you were hoping for?

Yes, i feel i can speak to George on any financial matter that might be concerning me.

What could they have done better?

No, i am happy with the service.

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

Pension requirements and ISA saving

How has George Delaney helped you?

He has provided consistently sound advice and manages the financial arrangements well and within the the constraints of a personal investment profile

Have you seen the outcome you were hoping for?

We have

What could they have done better?

We need to maintain an updated annual projected profile of income anticipated to be received

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

We inherited money and needed good advice to make the best use of investments.

How has George Delaney helped you?

We first contacted George more than 14 years ago. Since then he has consistently and successfully guided us through all challenges (both personal and wider economic ones).

Have you seen the outcome you were hoping for?

Yes, we have seen our investments grow while taking a regular income from them. Just as important is our feeling we are in safe hands.

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

I am self employed and have needed advice about savings and pensions for many years.

How has George Delaney helped you?

The most important thing is that you trust your IFA. I trust George. He knows his stuff and imparts his knowledge in a friendly and comprehensible way.

Have you seen the outcome you were hoping for?

Not yet! I have not retired.

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

Setting up a pension fund

How has George Delaney helped you?

George provided very clear advice, highlighting benefits and risks of various options. Having set up a SIPP, George has continued to provide regular updates, sound advice and is always very responsive to any queries.

Have you seen the outcome you were hoping for?

My investments are performing well and I have the peace of mind I sought with regard to the security of my pension.

What could they have done better?

N/A

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

Moving my pension fund to provide retirement income.

How has George Delaney helped you?

He gave me a comprehensive assessment of potential income and set out the risks of moving my pension fund.

Have you seen the outcome you were hoping for?

Yes. I wanted flexibility in how much income I might need rather than having a fixed amount.

What could they have done better?

Nothing I can identify. Despite the economic events of the past 20 months their advice has provided a better situation than I was expecting.

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

Needed to review my pension situation.

How has George Delaney helped you?

Moved all pensions into a single pot with good visibility at an agreed risk level.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Communication when there is a turn down in the market

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

I had a growing portfolio of assets and I wanted some independent advice.

How has George Delaney helped you?

He is straight forward and answers questions directly. He is good at listening and digesting information and then giving a tailored response. He is never pushy and lays out the pros and cons of each proposal.

Have you seen the outcome you were hoping for?

Yes I have used more tax efficient wrappers for my assets and the returns have been healthy.

What could they have done better?

Not much to be honest - perhaps we could have spoken more frequently when George came across a good product or idea.

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

Early retirement and wanted to transfer out the funds from my company pension into a SIPP

How has George Delaney helped you?

George made me feel comfortable with the process explaining what would happen and when and presented my options in ways that made sense to me. The advice was clear, concise and informative. Since inception George has consistently advised me on how to make the best from my investments but takes the time to listen to my views. George continues to help, when asked, explaining market volatility and his solid guidance make me confident I will have sufficient funds for my retirement and a legacy for my family.

Have you seen the outcome you were hoping for?

I continue to have meetings twice a year in which my expectations are managed and my needs assessed. Nothing is guaranteed but I am seeing a reasonable return on my portfolio investments after 5 years, all accrued by following George's advice and guidance. I understand I might have made higher returns if I had accepted more risky investments but my returns are still good so yes, at this stage the outcome is what I had hoped for.

What could they have done better?

There are several services that George offered and I elected not to have a micro-managed portfolio. That said, I feel sometimes a wide communication of events and possible outcomes would be advantageous. This would be informative generally rather than suggestions to make portfolio changes. That said, George is available by email or by phone and has addressed any concerns immediately.