Testimonials
Read some of the feedback received from clients.I was persuaded to meet Seonaidh by a friend and colleague who highly recommended her services. I am extremely busy and was reluctant to take the time but am so glad I did. Until I met with her I thought I had a relatively good understanding of my pensions and finances overall. However, I quickly...
As a self-employed barrister, I have found it difficult to set aside the time and energy to navigate my way through the maze of various offerings available for pensions and general financial planning. Seonaidh McIntyre-Stephen has expertly guided me through the various options, distilled to their...
For some years now I've been sitting on numerous closed pensions where I've moved from one job to another in my early years. I've filed them neatly away and forgotten about them. Then, after speaking to a friend regarding my stack of pensions, it was recommended to me that I speak to Seonaidh Mci...
I am a director of a company. Me and my wife have not a great knowledge about pensions and investments and we had a meeting with Seonaidh, who was really good at explaining all the relevant information regarding investments. We have also quite challenging pensions schemes for me and my wife and s...
Seonaidh is extremely knowledgeable, diligent and thoughtful. She very quickly ascertained my key priorities (some of which I hadn't thought of myself) and bespoke concerns without ever becoming pushy or intrusive. I have complete confidence in her knowledge of the market and assessment of my nee...
As a self-employed person caught up in the day to day running of my business, I've put off making arrangements for retirement or sickness for too long….mostly because it all sounded too complicated…and honestly, a bit dull. Seonaidh was able to make sense of it all for me, and over a coffee m...
As a Company Director it is important for me to have my finances in order and protection in place. I had always given my future thought, but never understood fully how to best plan for this. How do I make an investment that will support my long term goal? What happens to me if I can no longer wor...
Hands up those who've had something on their to do list for over 5 years! That was me with all things financial, in particular sorting out my pensions. I knew I had 5 but the last time I looked at them was over 10 years ago. I'd never had a review. I'd never met a financial adviser – all too du...
Thank you very much, Seonaidh, for guiding us expertly through an unfamiliar and daunting world of financial planning at a time when we were moving house and having our first baby. You have helped us with pensions, tax planning and personal insurances. We are delighted with the personalised servi...
For many years my wife and I had discussed putting in place income and other protections for our family, but we were always too busy to do anything about it. Seonaidh made it all very easy. She gave us invaluable advice on all types of protections and was always available to discuss our options. ...
I am very happy with Seonaidh and her advice on how to manage ISA funds. She is a good listener and never pushes me for decisions I am not fully comfortable with. Her advice is always well pondered and in line with my lifestyle.
I did not have great knowledge about investments and pension funds, in fact I had several of them from previous jobs, sitting there not producing anything. Seonaidh has helped me consolidate all funds and is now managing them for me so I have a clear understanding of what is happening. She helped...
