We have been working with Iain for just over two years. Our retirement was and is very important to us and we needed to know that we had enough funds to see us through at least the next 20-30 years. Iain instantly knew what we needed and guided us to the right investments. Even in these difficult times (Covid-19) he is always just a phone call away if we need anything. Two years down the line, we feel secure with our financial plans and thank Iain for his help and expertise. Iain always remembers who and what is important to us.
We have had several consultations with Iain over the last few years and found him to always offer sound, sensible, without bias, advice. He has listened to our needs and offered guidance and clear explanations of the financial world and what may be of benefit to us. We have always found him to be honest, reliable and straightforward. We would highly recommend him to any prospective clients who would value a concise, uncomplicated conversation around financial planning.
When it comes to financial advice there are lots of options available and plenty that talk a good game, but Iain actually makes it happen. His ongoing advice and support over the years has been superb and provided great certainty and peace of mind for our financial future.
The best part is how trustworthy he is and how he genuinely cares that you get the results that you want.
As a retired Financial Adviser myself I was always happy to feel that I had left a client knowing that I’d given them good sound advice even if that particular visit had not resulted in any immediate business for myself.
That is exactly how Iain dealt with me today and, although he gave me excellent guidance and advice with no immediate financial benefit to him or his business, I have already recommended him to a relative and I will refer others to him without reservation in the future.