What were the circumstances that caused you to look for a Financial adviser?
On behalf of my elderly mother who had recently sold her property and was down- sizing and wanted to know how best to invest her money to provide further income.
How did Iain help you?
By giving clear advice and in a manner which was able to be understood by my mother who felt reassured that she had had sound advice with her best interests at heart.
What is your current situation? Have you seen the outcome you were hoping for?
Yes, my mother is reassured that she has done the best she can with the money available.
What could they have done better?