What Our Clients Say

Testimonials

What were the circumstances that caused you to look for a financial adviser?
When investing on behalf of clients for whom I act as Attorney or Deputy
How has Ian MacKendrick helped you?
He provided prompt, client orientated advice, tailored to individual client's circumstances
Have you seen the outcome you were hoping for?
Yes
5/5
What were the circumstances that caused you to initially look for a financial adviser?
I have instructed Ian on behalf of my clients.
How has Ian MacKendrick helped you?
Ian has given investment advice as well as pension loss reports.
Have you seen the outcome you were hoping for?
Yes.
5/5
What were the circumstances that caused you to initially look for a financial adviser?
Managing the finances of vulnerable individuals, with a specialism for investing awards for those suffering from injury, including tackling the rather complex issues of reduced life expectancy and fund sustainability.
How has Ian MacKendrick helped you?
Investment reports, expert witness reporting and fund management.
Have you seen the outcome you were hoping for?
Excellent returns on funds managed, with a tailored, pro-active and holistic approach to client and transaction management. Ian is a wonderful financial adviser who really understands the needs of our vulnerable clients.
5/5
What were the circumstances that caused you to initially look for a financial adviser?
The lady I am employed by took on new work and it required us to instruct a financial adviser
How has Ian MacKendrick helped you?
He came to our office and took all the information needed and prepared a fantastic breakdown of everything beautifully presented and easy to understand. Him and his team are always contactable and happy to help with any queries.
Have you seen the outcome you were hoping for?
Yes, absolutely!
5/5
What were the circumstances that caused you to initially look for a financial adviser?
My client was unsatisfied with their previous advisers so I introduced them to Ian and a few other advisers for a 'beauty parade'.
How has Ian MacKendrick helped you?
Ian was a clear winner as he had the best understanding of client's needs and aspirations. Not only did he provide sound financial planning, he was also able to help the client reach their lifelong ambitions and alleviate concerns for the loved ones.
Have you seen the outcome you were hoping for?
Without a doubt. Ian gives me reassurance that he will look after clients in a thoughtful, courteous and meaningful manner.
5/5
What were the circumstances that caused you to initially look for a financial adviser?
I am a lawyer who often has cause to recommend clients to a financial advisor.
How has Ian MacKendrick helped you?
Investment advice for clients - individuals and vulnerable clients under order of the court of protection
Have you seen the outcome you were hoping for?
Yes, great results, quality service and Ian has a natural way with him, being able to explain complex subjects in a clear and concise way, making clients feel at ease and reassured at what can be a daunting time.
What could they have done better?
Nothing
5/5
What were the circumstances that caused you to initially look for a financial adviser?
I am a professional court of protection appointed deputy whose clients have received damages awards. Ian has been invaluable in advising and guiding me through the financial maze of investing large sums of money. He breaks it all down into easy to understand segments and is able to answer all queries - but it is not just his financial expertise - he is unfailingly kind and helpful and always provides a solution for me. I like his professional but easy manner. He's very personable. He's competent and efficient and always does what he promises to do. I cannot recommend him highly enough.
How has Ian MacKendrick helped you?
enabled me to understand the investments i had to make for my clients
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
5/5
What were the circumstances that caused you to initially look for a financial adviser?
I use IFAs on a regular basis in my capacity as financial deputy for a number of clients.
How has Ian MacKendrick helped you?
Ian helps me on a number of matters - his advice has to cover an umber of areas.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Ian's advice is always informed, succinct, creative and looking to the bigger picture.
5/5

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