Max Mannion

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

I had savings in my bank account that I wanted to make the most of. I was looking to create a fund which I could make withdrawals from whenever I wanted to pay for luxuries in my retirement such as holidays, cars etc. I also wanted a potentially receive a better return than I had been receiving from my bank account.

How has Max Mannion helped you?

I had an appointment with Max at my house where I took some information to understand my objectives. He provided clear advice which I understood and recommended that I put the funds in a stocks and shares ISA with True Potential.

Have you seen the outcome you were hoping for?

I completed this investment almost a year ago and already I have been happy with the return and the service Max provides.

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

I needed some advice as I had received a large inheritance fund and I was unhappy at the rate of return being received from my bank.

How has Max Mannion helped you?

Max helped me by sitting down with me and took note of my financial position and financial goals. He advised that I should put the inheritance fund into an investment ISA and unit trust. He explained these products to me and outlined all the various tax benefits and the flexibility of them as I was looking for an investment that I could withdraw from when I wanted.

Have you seen the outcome you were hoping for?

I did this investment a year ago and I have been very happy with how much the investment has grown in this time. Max keeps in touch and reviews my financial situation annually.

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

I was looking to get some advice regarding my pension and planning for the future.

How has Max Mannion helped you?

He advised me which pension plan would suit me best and implemented the plan.

Have you seen the outcome you were hoping for?

Happy so far but only time will tell.

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

Looking for some guidance with life insurance policies and savings advice to buy my first home.

How has Max Mannion helped you?

He set up the best life policy for me and my wife. He found us the best rate and cover for us. He also helped us create a savings plan to buy our first home.

Have you seen the outcome you were hoping for?

Yes absolutely.

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

Going into the pre retirement phase I asked Max for his advise on the best options going forward.

How has Max Mannion helped you?

Max gave his clear view on a Pension strategy and suggested a TPI SIPP product that would best suit my needs.

Have you seen the outcome you were hoping for?

I have yet to conclude discussions with Max.

What could they have done better?

I found Max to be very methodical in his approach, personable and easy to get along with. I would have no hesitation in recommending Max to others seeking advise.