Euan Aston

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

Disappointed with my previous advisor.

How has Euan Aston helped you?

Yes better investments with protection

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really

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

I needed financial advice regarding my cash savings.

How has Euan Aston helped you?

I recently had the pleasure of working with Euan, and I cannot recommend his services highly enough. His expertise and guidance on cash savings strategies have been invaluable. He took the time to understand my financial goals and crafted a personalised savings plan that perfectly aligns with my needs. He patiently answered all my questions and provided ongoing support, making the entire process stress-free and straightforward.

Have you seen the outcome you were hoping for?

After 6 months I am happy with my advice so far.

What could they have done better?

Nothing.

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

I needed financial advice to help organise my finances and plan for my retirement.

How has Euan Aston helped you?

He reviewed my current financial situation and offered a number of suggestions bearing in mind what I wanted to achieve. He was happy to visit me in my home and answer all of my questions and provide enough information to give me confidence. I was given a number of tailored options to allow me to spread my risk and prepare for a variety of retirement options. Euan has also offered to complete some extra financial services as a goodwill gesture including preparing my will and arranging pension transfers at no further charge. He also introduced me to a mortgage specialist at Newstead Clark for further advice, on the back of some other queries I had.

Have you seen the outcome you were hoping for?

It is too early to say if the correct products have been chosen as there has not been enough time to see any financial return. Time will tell but I am hopeful that Euan's advice was sound.

What could they have done better?

n/a

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

I wanted to take out a private pension and my Husband recommended Euan because he is a client of Euan's

How has Euan Aston helped you?

He has advised me on how to make the most of my savings and also my pension fund.

Have you seen the outcome you were hoping for?

So far I am happy with the progress being made.

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

I am self employed and wanted to save for my retirement.

How has Euan Aston helped you?

Euan has advised me on what he thought were the best options for my pension fund and financial requirements for retirement . Having taken his advice he has now advised on how I could invest my income based on my attitude to risk.

Have you seen the outcome you were hoping for?

I think that given my circumstances we have achieved the outcome I was hoping for.