Euan Macfarlane

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

Equities ISAs for my sons

How has Euan Macfarlane helped you?

Assessed my needs and identified fund allocations which could be appropriate to my investments.

Have you seen the outcome you were hoping for?

Yes, effective management and touchpoints and reviews.

What could they have done better?

My needs have been addressed, nothing to be highlighted differently.

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

To plan my financial future during retirement.

How has Euan Macfarlane helped you?

Euan has always been very informative and helpful and wants the best for my future.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, very satisfied with advice given.

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

I was looking for advice on long term savings

How has Euan Macfarlane helped you?

By setting out all the options in order to save and invest in as tax-efficient a way as possible.

Have you seen the outcome you were hoping for?

Yes, given the volatility of the stock market.

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

I was looking for a financial advisor to help me save and plan for my retirement

How has Euan Macfarlane helped you?

Euan Macfarlane has helped with my ISA investment and pension

Have you seen the outcome you were hoping for?

I am very happy with the help I have received and with how my ISA and pension are doing

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

Euan and his organisation has been advising me for more than two decades. In recent years, Euan has advised me how to transfer my investments into a drawdown plan and take a tax free lump sum.

How has Euan Macfarlane helped you?

Euan has a natural rapport and great sense of humour. He is also very knowledgeable and up-to date with information which he manages to communicate in detail using language and analytical reports that make it easy to for me to understand my current financial situation and future options. Face-to-face meetings with Euan are always a pleasure and very helpful. He also makes a point of following up our chats with thorough written reports.

Have you seen the outcome you were hoping for?

Yes. We would all like more investments to support our retirement but I am confident that the advice from Euan and St Jame's Place has maximised my financial resources for the future.

What could they have done better?

Every year the service improves and advice is presented in greater detail. I am impressed and grateful for the advice I have received.