Testimonials page
RM, Bangor - since
Patrick simplified my pensions and put them into a single, simple to understand and easy to operate pension plan. I was able to draw out my tax-free lump sum and I also have the option of drawing income from my pension whenever it suits me.
I have been very pleased with the ongoing service Patrick has provided, he reviews my pension investment regularly with me and he also advises me on other financial matters. I find Patrick very personable and easy to talk to, and he is able to explain financial matters in a way which makes sense to me.
AM, - since Carrickfergus
Patrick was able to show me that I would be able to retire early, at age 60. He put together a financial plan which gave me the reassurance that I was not going to run out of money, and could enjoy a comfortable retirement from age 60 onwards. I was also able to arrange my pension so that it would be left to my children, should anything happen to me. Since I retired last year I have been able to go on a cruise holiday, spend time with my family and also spend more time on my gardening.
I am very happy with the service I have received from Patrick over the past few years, and I would recommend him to anyone looking for advice on ensuring that their pension lasts throughout their retirement.
JH, Co. Down - since
I have worked with Ewan over many years, exploring the best growth opportunities for my savings and ultimately planning for my future retirement.
I have always felt that my requirements have been listened to, and any communication I have received from Ewan has been clear and easily understood.
Peace of mind is important to me, so I feel reassured knowing that my investments are with an experienced adviser and trusted company, with the benefit of annual face-to-face meetings.
RH, Belfast - since
I initially contacted Ewan to ensure that my personal funds were being invested in a way that matched my medium to long term requirements. It was important that this was done in the most tax efficient way possible for my wife and myself.
As I subsequently approached retirement age Ewan listened to my ambitions, considered all the options, and clearly set out the various courses of action available to me in order to meet my goals.
This has given me considerable comfort, enhanced by our regular meetings which ensure that the funds continue to be invested in a way that matches my risk appetite.