Seán Standerwick

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

Seán Standerwick had supported both my parents for many years before they passed away. Seán Standerwick then offered me advice and guidance around finances after they passed away.

How has Seán Standerwick helped you?

Seán Standerwick has helped me to understand about pensions, the different options there are, as well as the types of accounts they can go into. Seán Standerwick has been a huge help as I've absolutely no clue about any of this and he's helped to break it all down in understandable chunks and honest advice.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

Nothing. Seán is easy to communicate with, always available, and always clear and honest in any contact we've had.

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

I needed professional advice and support after selling a property and wanted to invest my released equity. I also wanted to do some longer term financial planning with a private pension and generally make my investments as tax efficient as possible.

How has Seán Standerwick helped you?

Sean has guided me through all the pathways available to me and made some excellent and neutral suggestions and recommendations. He has been both proactive and reactive in his approach and communicates effectively and reliably at all key decision making points throughout the processes.

Have you seen the outcome you were hoping for?

I am very happy with my returns and outcomes so far. The financial solutions have well surpassed what I was hoping for in my product and pathway selection.

What could they have done better?

Nothing really,

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

Sensible financial future planning

How has Seán Standerwick helped you?

Good advice on pensions and investments maximising tax benefits

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything

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

I needed some good advice and help with pensions and investments. I went with someone who I trusted based on past experience.

How has Seán Standerwick helped you?

He helped me with consolidating my pensions, setting up investment accounts and ISA's

Have you seen the outcome you were hoping for?

Yes I have

What could they have done better?

Nothing comes to mind. They responsive to my needs

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

I sought more formal and educated advice to help manage assets and income

How has Seán Standerwick helped you?

Sean is a continued support and available to discuss changing circumstances and provide assistance with any requirements I have. He has a good team and offers an intimate level of support that breeds confidence

Have you seen the outcome you were hoping for?

The outcomes I am seeking are long term and continually evolving

What could they have done better?

So far, I am probably the most awkward component of the relationship in terms of slow responses to information requests and required actions! Sean and team are constantly following up and seeking updates on my circumstances, ready with the appropriate advice and recommendations for my personal and professional needs