Seán Standerwick

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

Please provide a brief comment about your experience with Seán

Once again Sean was very helpful in dealing with my request, ensuring that I fully understood what I wanted.

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

To increase the return on savings

How has Seán Standerwick helped you?

Discussed options, explained pros and cons clearly, increasedd income on savings, regular reviews

Have you seen the outcome you were hoping for?

yes

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

Advice on pension

How has Seán Standerwick helped you?

Moved pensions for a better out come

Have you seen the outcome you were hoping for?

Begin to

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

I was looking to transfer my company pension

How has Seán Standerwick helped you?

Sean explained in layman’s terms, without leaving out any important information, on how the process works. With his knowledge and expertise, I was able to choose the best product.

Have you seen the outcome you were hoping for?

Absolutely. My pension fund is in very capable hands and is monitored and managed to ensure the best returns. This has been the case year on year.

What could they have done better?

I honestly believe there is nothing Sean and his team ( especially Claire) could have done better

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

To secure and invest various Pension Funds I had accumulated during my working employment.

How has Seán Standerwick helped you?

To invest my funds with reasonable interest growth.

Have you seen the outcome you were hoping for?

Due to the current climate it obviously fluctuates but overall I feel the growth has been good.

What could they have done better?

Not applicable.

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

I am nearing pension age and wanted my pension more visual and accessible.

How has Seán Standerwick helped you?

Sean has provided the perfect solution.

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 was looking for advice on investing and retirement planning.

How has Seán Standerwick helped you?

Knowledgeable, friendly and patient - solid advice and support through the process of investing.

Have you seen the outcome you were hoping for?

Early days but from a process perspective absolutely.

Please provide a brief comment about your experience with Seán

Sean and team are a pleasure to work with. Knowledgeable, friendly and patient. Looking forward to many years of working together.

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

Transferring my father's pension into a separate account.

How has Seán Standerwick helped you?

Sean explained the options we had, what each option entailed, and gave clear advice on any potential risks for each option.

Have you seen the outcome you were hoping for?

I have, this has all been sorted.

What could they have done better?

Nothing, Sean is very professional, easy to talk to, takes time to explain everything and genuinely cares about his clients.

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

Looking a better return for my mother's money.

How has Seán Standerwick helped you?

It is now in a structured platform, with investments, cash and ISAs.

Have you seen the outcome you were hoping for?

Early signs are looking promising so far.

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

Sean is always professional and gives great advice.

How has Seán Standerwick helped you?

Sean has helped me with my financial planning prior to getting my state pension

Have you seen the outcome you were hoping for?

Yes

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

Wanted more advise as we are coming closer to retirement.

How has Seán Standerwick helped you?

Clear with information and has given as options.

Have you seen the outcome you were hoping for?

Early days

What could they have done better?

Nothing

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

How has Seán Standerwick helped you since your last review?

As usual Sean has been there with advice and actioned any requests. He is professional and friendly and explains everything with complete clarity.

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

Sean made everything easy, explained every step of the way. Very nice person to deal with, would highly recommend him.

How has Seán Standerwick helped you?

Sean set up a Trust for my family.

Have you seen the outcome you were hoping for?

Yes and am pleased with the result.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Seán

Sean has been most professional, friendly, informative and helpful throughout our dealings with him. His ability to convey information in lay-man's terms is excellent and he always took the time to explain things in detail. We have every confidence that he will be working on our behalf to grow our investments. He and his team operate very efficiently, responsively and personably.

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

Advice on initial investments and pensions

How has Seán Standerwick helped you?

In his recommendations and setting in place the right procedures

Have you seen the outcome you were hoping for?

Yes although recent times have been challenging

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

Reccomendations by my collegues

How has Seán Standerwick helped you?

Pension planning, pension investments, diversification of risk, insurance as well as mentoring on risk perspectives.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The answers are often obvious for an expert, but sometimes I need a repeat. But this is a tiny point in the big positive picture.

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

I was looking for advice on what to do with my pensions and investments.

How has Seán Standerwick helped you?

Sean provided great advice after reviewing my situation and developed an investment plan that I subsequently went ahead with.

Have you seen the outcome you were hoping for?

Yes

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

Final salary pension options available to me

How has Seán Standerwick helped you?

Initially it was Paolo that I dealt with that helped me with the transfer but Sean is now managing my account. I have so far had 2 annual reviews with him.

Have you seen the outcome you were hoping for?

I believe so, it's been a tough few years but my fund has done pretty well so far.

What could they have done better?

Nothing at this time.

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

I was keen to move pension provider and approached Sean for his advice and opinion.

How has Seán Standerwick helped you?

He laid out very clearly all the possible pension options explained clearly the possible risks and returns of each product. The product we agreed on in the end was specifically tailored to my requirements. Lately I have been seeking his advice regarding inheritance planning. A virtual meeting was setup at a mutual convenient time and we discussed how to manage inheritance issues with owning assets in different countries. Sean laid out clearly all the possible scenarios but also was honest in acknowledging that in certain areas he did not have the necessary expertise. However he pointed me in the right direction.

Have you seen the outcome you were hoping for?

Yes the investment has seen a solid return over the last 5 years. Having online access to the investment portfolio has been a great help.

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

Good Investments

How has Seán Standerwick helped you?

Advice and establishing investments

Have you seen the outcome you were hoping for?

Up and down values but expected. Covid & Ukraine didn't help.

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

I now live in Ireland and needed advice on my private UK pension.

How has Seán Standerwick helped you?

Yes. My pension is being transferred to an investment fund and I am about to draw down a lump sum to improve my house.

Have you seen the outcome you were hoping for?

Absolutely. I am not a financial wizard and could not have asked to be treated better.

What could they have done better?

I would have liked to receive the winning lottery ticket...

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

I wanted to amalgamate my various pensions accumulated across different companies I had worked at during my career and was looking for a firm who had the level of expertise and experience that would satisfy my needs.

How has Seán Standerwick helped you?

Sean has gone over and above what initially I was looking for and he has now offered mortgage advice, organised my children's junior ISAs, my ISAs etc

Have you seen the outcome you were hoping for?

More than expected.

What could they have done better?

Nothing, I'm very happy

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

Dissatisfaction with a previous adviser

How has Seán Standerwick helped you?

Offers sound advice on present financial status. Presents with clarity.

Have you seen the outcome you were hoping for?

Too early to comment as only transferred recently

What could they have done better?

Nothing. Very satisfied with communication.

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

I have been a customer of the business for over 25 years

How has Seán Standerwick helped you?

Sean's advice is always clear and concise.

Have you seen the outcome you were hoping for?

Yes, pension and investments are increasing in value

What could they have done better?

Nothing springs to mind

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

Need for financial advice

How has Seán Standerwick helped you?

He has always given reliable advice and never strays from his area of expertise, recommending other specialists for subjects that do not fall within his remit. He maintains an overview of my financial health and arranges regular reviews as appropriate.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything has been satisfactory

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

Retirement planning

How has Seán Standerwick helped you?

Advice on how to receive good returns and on best method for obtaining income from 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 didn’t, I was advised by a friend.

How has Seán Standerwick helped you?

He is always available and very helpful.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can’t currently think of anything.

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

pensions investment

How has Seán Standerwick helped you?

by helping us to consolidate all of our pensions into one place

Have you seen the outcome you were hoping for?

yes

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

Planning for retirement

How has Seán Standerwick helped you?

Gave good advice on my pension pot and savings

Have you seen the outcome you were hoping for?

No. Have lost money due to stock mark crash

What could they have done better?

Nothing

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

Help needed to understand how best to deal with pensions

How has Seán Standerwick helped you?

He has shown how to organise my pensions to get best deals without taking too much risk

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I believe they have done everything I expected , and kept me fully informed

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

I did a Pension Wise consultation and they advised me to seek out a financial adviser.

How has Seán Standerwick helped you?

Sean & Paolo have helped my wife and myself consolidate our pensions and do some flexi draw downs.

Have you seen the outcome you were hoping for?

Yes

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

I worked with Sean in the past and knew him as a trusted colleague

How has Seán Standerwick helped you?

Sean is always available and eager to engage. He provides helpful insights and has been a source of solid guidance during the years I have been utilising MLP’s services

Have you seen the outcome you were hoping for?

My outlook is very much for the long term so quick wins haven’t been pursued

What could they have done better?

I would always appreciate more regular contact but we are always in touch at regular intervals bi-annually at least. My knowledge and sophistication around more complex financial devices is lacking so more broad/entry level explanation and review would also be welcome

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

I was thinking about retirement and was therefore looking for advice on managing my pensions and investments.

How has Seán Standerwick helped you?

Sean quickly gained a detailed understanding of my situation and provided sound recommendations for my pensions and investments. The recommendations are currently being processed as part of a Full Advisory Service.

Have you seen the outcome you were hoping for?

Yes, in terms of the changes being processed and the new investment platforms being used. Too early to say in terms of financial gains and income management.

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

I was looking for guidance for my personal pension fund

How has Seán Standerwick helped you?

Sean visited me and helped me look for the best way to help my pension pot grow up to when I retired earlier this year.

Have you seen the outcome you were hoping for?

Yes, Sean helped me to get the most suitable tax efficient monthly payments from my pension pot.

What could they have done better?

Cannot suggest anything.

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

Pension release and reinvestment.

How has Seán Standerwick helped you?

He was able to offer unbiased, sound advice. Always discussing pros and cons, in a simple straightforward way.

Have you seen the outcome you were hoping for?

Yes, everything has been transferred and reinvested. Allowing me flexibility which was the purpose.

What could they have done better?

Nothing. Sean is a professional, very knowledgeable gentleman. He makes everything crystal clear and it is always a pleasure to talk to him.

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

We had been looking for a financial adviser to look at all our policies and investments to tidy up and to give future planning.

How has Seán Standerwick helped you?

Sean and his team were excellent. Meetings took place in every step giving me lots of options and never pressurised into any decision without time to think. Highly recommend Sean and his team.

Have you seen the outcome you were hoping for?

Yes I’m happy with the outcome.

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

Approaching semi retirement.

How has Seán Standerwick helped you?

Very informative and knowledgeable. Easy friendly manner.

Have you seen the outcome you were hoping for?

Too early to review

What could they have done better?

To early to review

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

I wanted to discuss my retirement, and my options re pension and investment income.

How has Seán Standerwick helped you?

Sean has and is very helpful, with the advice he has given.

Have you seen the outcome you were hoping for?

I have just become a client of Sean's and we have discussed, how we will move forward, with Pension and Investment advice.

What could they have done better?

At present I am very happy with everything we have discussed.

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

Inheritance money

How has Seán Standerwick helped you?

Séan helped me by offering advice about how to invest my inheritance money

Have you seen the outcome you were hoping for?

It’s a bit early to see the outcome of the investments however Séan was incredibly helpful

What could they have done better?

Nothing could have been done better. They really went above and beyond

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

I had several pensions with different providers. I had little or no visibility of how the investments were manager, if the performance was in line with the markets.

How has Seán Standerwick helped you?

Seán helped me to understand my pension and investment options and, walked me through a risk profiler so that I could select the most appropriate option for me. Once we had agreed a plan and I completed a few simple and straightforward forms. Seán and his team took care of everything else.

Have you seen the outcome you were hoping for?

I now have all of my pensions under one provider. Have access to an in lime portal where I can see how my portfolio is performing and, where my money is invested. I am pleased to say that investment has grown since it has been with Seán & MLP

What could they have done better?

Nothing. Seán even chase down my overdue interest payments from a provider who took an aged to make the transfer. I also recvied £250 compensation thanks to the tenacity of Seán‘s team.

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

Needed life insurance, income & critical illness protection for purchasing our 1st home.

How has Seán Standerwick helped you?

Sean advised me how much life insurance cover I would need and also advised me what would be the best income and critical illness protection by showing me various options and quoting me along the way.

Have you seen the outcome you were hoping for?

Yes, the options provided plus the advise given, made it affordable on a monthly basis.

What could they have done better?

Nothing - very happy with the service provided.

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

Insurance payout.

How has Seán Standerwick helped you?

Very.

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?

Life assurance for my partner and I.

How has Seán Standerwick helped you?

Provided advice on cover and terms, competitive quotes with reputable providers, and the policy upon our acceptance.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with everything

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

I had a lot of little pensions lying around and needed some advice on what to do. As my husband was already a client the natural thing was for me to discuss my needs

How has Seán Standerwick helped you?

He advised me on my options for transferring my pensions

Have you seen the outcome you were hoping for?

Yes very much so, am very happy with the outcome

What could they have done better?

Nothing as I am very pleased

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

Investment of funds held in company

How has Seán Standerwick helped you?

Advice on type of investments and funds

Have you seen the outcome you were hoping for?

Yes

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

Wanted advice on pensions & the best option that suited situation

How has Seán Standerwick helped you?

Gave straightforward advice & also transferred funds from an old style pension that had sat dormant for over 10 years into the funds we had selected.

Have you seen the outcome you were hoping for?

It’s early days but have seen growth already

What could they have done better?

Nothing really. The whole experience was friendly & efficient.

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

WE wanted to increase our level of life cover

How has Seán Standerwick helped you?

Sean was very helpful, knowledgeable and gave us all the information we needed to make an informed choice

Have you seen the outcome you were hoping for?

Yes, we have increased our cover and are very happy with the outcome.

What could they have done better?

Nothing I can think of!

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

Divorce

How has Seán Standerwick helped you?

Gave me advice for investment

Have you seen the outcome you were hoping for?

It’s all new at the moment

What could they have done better?

No

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

My current advisor was retiring.

How has Seán Standerwick helped you?

He managed to transfer all our funds and advise us on further investment and draw down income.

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?

A number of different company pension pots and inheritance tax understanding.

How has Seán Standerwick helped you?

Explained in layman terms how trust & pension trusts work. Advised & have options on investments.

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing, Sean went above & beyond, bringing areas to my attention that I hadn’t thought of & treated my financial situation holistically.

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

How has Seán Standerwick helped you since your last review?

Very approachable and patient in explains things

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

I was in position to re-invest some amount of money I've got after selling stocks of my company to diversify my portfolio and reduce risks.

How has Seán Standerwick helped you?

Sean provided complete overview of my tax and investment position and offered most efficient ways to invest money into multiple funds.

Have you seen the outcome you were hoping for?

Definitely!

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

I wanted all my pensions in a secure pot

How has Seán Standerwick helped you?

Transferred pensions as requested and consolidated into one excellent pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I am aware of

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

looking for Life and critical insurance

How has Seán Standerwick helped you?

Found me the exact cover I needed

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 to find a suitable income insurance plan- as a new graduate I wasn't sure how to go about this so got in touch with Seán to help me.

How has Seán Standerwick helped you?

Seán helped me understand the different insurance policies and thoroughly went through what I wanted in terms of my budget and type protection. He educated me a lot on concepts I wasn't too sure about.

Have you seen the outcome you were hoping for?

Yes definitely. I am happy with the result and the insurance plan we had decided suited best for me.

What could they have done better?

Nothing.

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

Required pension advice

How has Seán Standerwick helped you?

Placed my pension into a more suitable pension fund

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?

Needed to review situation

How has Seán Standerwick helped you?

Facilitated private pension drawdown and reshuffle

Have you seen the outcome you were hoping for?

Yes

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

Needing life insurance and salary protection for my husband

How has Seán Standerwick helped you?

He was knowledgeable, friendly and very professional.

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?

Consolidation of pensions for improved return

How has Seán Standerwick helped you?

Guided through the different options available and assisted in understanding both my short and long term goals. Clear and concise feedback and terrific explanation of sometimes confusing information.

Have you seen the outcome you were hoping for?

So far, yes. Great advice!

Please provide a brief comment about your experience with Seán

Sean provided very detailed and very deep recommendations about my specific investment case. I’m looking forward to have few more calls to discuss my case in details.

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

to transfer an old works pension to my main pension

How has Seán Standerwick helped you?

provided advice regarding the transfer

Have you seen the outcome you were hoping for?

yes, currently being transferred

What could they have done better?

nothing known

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

I needed expert financial advice.

How has Seán Standerwick helped you?

By transferring my CIB to my ISA therefore all my investments will be inside an IAS rapper which has no tax liabilities.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I would not think so

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

My husband passed away and I need some help with financial planning

How has Seán Standerwick helped you?

He was extremely helpful and supportive in the probate process and with assessing/advising/planning financial affairs

Have you seen the outcome you were hoping for?

Absolutely, I am very grateful for Sean's expertise and help during a difficult time

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

Help managing our money effectively and efficiently

How has Seán Standerwick helped you?

Accessible and ready advice

Have you seen the outcome you were hoping for?

yes

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

Originally, we needed advice on investing monies from a sale of a property. Today I needed advice on withdrawing savings to invest in a property/ and my retirement next year.

How has Seán Standerwick helped you?

Sean took the time to explain the tax implications on investing in a further property, the benefits of how and when to put aside further funds for my retirement to ensure I have sufficient to last me.

Have you seen the outcome you were hoping for?

Yes, Sean has given me a lot to think about and discuss with my family. I will contact him in the not too distant future.

What could they have done better?

No I don't believe so. Sean was very professional and patience, and explained everything in terms I understood.

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

I already am Shaun’s client and this was an annual review.

How has Seán Standerwick helped you?

We had a good discussion about my future plans and retirement and also my existing pension and it’s performance. He pointed out despite the current situation My plan is still ahead in terms of performance.

Have you seen the outcome you were hoping for?

Yes. I was very pleased with the way our discussion progressed.

What could they have done better?

There are no improvements required as everything was covered fully.

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

How has Seán Standerwick helped you since your last review?

Sean has kept me informed and reviewed my current situation. He is knowledgeable, understanding with no hard sell and explains everything in detail but simply!

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

Media coverage.

How has Seán Standerwick helped you?

Sean advised me on the current state of my investments and offered reassurance.

Have you seen the outcome you were hoping for?

Not yet, but that will only be determined by haw the market reacts over the next few weeks/months.

What could they have done better?

I don’t think there was anything that could have been done better on this occasion.

Please provide a brief comment about your experience with Seán

On first meeting with Sean I found him to be personable and extremely knowledgeable in tax efficient savings and I look forward to our next meeting.

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

How has Seán Standerwick helped you since your last review?

We had joint reviews of the investment pot on a regular basis, at least once per year.

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

To secure an income for retirement and still retain access to funds if required.

How has Seán Standerwick helped you?

By advising of all options and prompt sending out of paperwork, forms etc.

Have you seen the outcome you were hoping for?

Hopefully yes in the near future!

What could they have done better?

No more could be done to help me!!

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

How has Seán Standerwick helped you since your last review?

Since the last review Sean has been helping me look at the best way to take money from our accounts ( ISA vs pension ) for day to day living. He helped me to understand why it is a better option to take my tax free allowance from my pension rather than dipping into the ISA.

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

N/A

How has Seán Standerwick helped you?

Advice

Have you seen the outcome you were hoping for?

Not yet