George Delaney

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

Taking my pension early as a CETV to enable a freedom to pass on my SIPP easily to my children

How has George Delaney helped you?

George is great at simplifying the implications and options of various investments.

Have you seen the outcome you were hoping for?

Generally very satisfied

What could they have done better?

Nothing really, no one can guarantee what the market shares prices will do but happy with the portfolio Metis proposed

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.