Brendan ensured that he fully understood our views on risk and our future plans both medium and long term. During the course of his investigations he kept us fully informed of progress and ensured that we understood his advice. He ensured that our circumstances and attitudes had not changed before going ahead with the investments. He also made sure that we understood the fee structure in the initial interview. I was impressed when he advised that we delay a decision on an annuity as he had seen reviewed the latest news on my existing fund which resulted in a an increased in the transfer value and made sure that we understood the latest budget implications prior to making our final decision on the annuity.At all times we felt confident that Brendan was doing his best to ensure that we received the best outcome. What could they have done better? This is a very difficult question as we were so impressed with his service. Nothing springs to mind

I was about to retire and to receive a lump sum requiring sensible management over a medium to long term period (it didn't need to produce an annuity). He was listed on the Society of Late Life Advisors (SOLLA) website that had been recommended to me by Which?. He reviewed my current and likely future financial situation, including an ISA Equity portfolio I already held, examined my risk profile and delivered a prompt and clear report with well argued recommendations. Over the last year the medium risk platform he advised has yielded a reasonable return slightly ahead of expectations and he has also advised on and carried through the migration of my earlier ISA portfolio to a more appropriate platform. What could they have done better? His explanations and reports have always been prompt and clear and he has been patient with my lack of experience and sometimes repetitive questioning. My knowledge of investment options and platforms was not strong at the outset . Altho

I have been knowing Brendan as our company's financial consultant as long as I have been working for this company nearly three years and in all this time he has always been very professional, friendly, approachable and trustworthy. He is always available and helpful, through his extensive rage of contact details, and very down to earth when it comes to give full explanation on the various products he gives his advice for. What could they have done better? I believe that he is very thorough in his approach and does not need any further constructive suggestions from me. He is also always striving for more qualifications to widen his expertise.

I had inherited some money which I wanted to invest for my future care needs. I found that Brendan was a very good listener and that he quickly understood my purpose in needing to invest and the level of risk I was prepared to take with the money. In subsequent meetings he explained thoroughly the results of his analysis and the reasons for his suggestions. I felt confident that his advice was sound. I would be very happy to recommend Brendan for his professionalism and his breadth of experience in this field. yes. What could they have done better? The process was excellent. There is no need to offer suggestions for improvement