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'Efficient and personable'

"I’ve found Colin and his staff have been very good and efficient and personable in any dealings that I’ve had with them and made dealing with matters, especially whilst getting divorced, literally as smooth and painless as possible. I would be more than happy to recommend Colin and his company."

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In one visit I had a plan for the future in place

"Colin basically rescued me. I was in a situation where my husband had died prematurely and intestate. In one visit, I had a plan for the future in place, a way forward out of a very dark place and an income. I cannot recommend his services as a financial adviser highly enough."

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Lifestyle planning advice was 'a revelation'

"Colin spent a lot of time establishing my present circumstances and concerns, and swiftly came up with clear solutions to a few ongoing issues. He also advised me on how to make the most of my income to maximise my lifestyle, which was a bit of a revelation! I would be happy to recommend Cailean to others based on my experience."

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Retired adviser 'could not have chosen better' firm to transfer clients

"I am a retired financial adviser who has just transferred my business to Cailean. We are now just over six months into the transfer and typical feedback from clients is 'Colin is wonderful', 'He is just so kind and helpful', 'You could not have chosen better'. I entrusted my clients - many of whom are family and friends - to Cailean and indeed I am also a client myself. I would highly recommend."

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Advice and support are second to none

"Unfortunately, my husband died very suddenly and unexpectedly at the beginning of 2023. Colin’s help and support have been invaluable. He looked again at my income and contacted relevant bodies about my finances, putting everything in order clarifying my new financial position. His advice and support are second-to-none. I have already recommended Colin to family and friends.

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You won't go wrong by approaching Cailean'

"If you or your friends are in need of some financial advice now, or in the future and are wondering where to go and who to trust, you won't go wrong by approaching Cailean and Colin for a first-class professional assessment of your circumstances and advice."

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Retirement plan allowed me to pursue personal ambitions

"The anxiety I had felt about my financial projection for retirement was eased by Colin’s straightforward and sensible approach...The excellent plan growth over the first couple of years gave me the confidence that I could choose a different path for my life."

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Retirement plan delivered thanks to Cailean

"Our goal was for my husband to retire at 63 and me at 60. It's great to be able to say that the plan delivered. Knowing that we are doing so with a solid financial position thanks to the advice provided by Colin is very gratifying."

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‘Exceptional service and peace of mind’

“We recently worked with Colin and his team at Cailean to set up life insurance and protection, and the experience was really fantastic. Colin's help and support were invaluable, especially as our priorities have shifted since having a young son."

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‘Professional, approachable and incredibly knowledgeable’

“As a young couple in our mid-thirties, navigating Life Insurance and Protection felt overwhelming until we met Colin. From the first conversation, Colin was professional, approachable and incredibly knowledgeable."

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‘Colin has the client's best interests at heart at all times’

“My previous adviser promised me the world and this sounded great. That quickly turned sour. I was let down by them and I lost confidence. Then I met Colin and he helped stop the rot. He has the client’s best interests at heart at all times.”

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'Clear, sympathetic and very effective advice'

“Colin has been our financial adviser for over 20 years and we could not be happier with the clear, sympathetic and very effective advice he has given, which has seen us through difficult times. He has our utmost confidence."

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'After 20 years I’d recommend Cailean 100%'

"In 2005 I was looking to get a handle on investments and pensions I had while working and met Colin via a connection. Colin got to know our current situation and helped us build a picture of how retirement could look, and we have been working together since."

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'Sound advice has left us relaxed about our finances'

"We’ve used Colin successfully as a financial adviser for over eight years to date and from the initial meeting where he set out our options we have been happy with his guidance..."

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'Glad to have found someone to help us manage our money to create the life we want'

"We arrived feeling a bit overwhelmed but left the meeting very much reassured and confident about the future - excited in fact."

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'Reassured that everything is on plan for our early retirement'

"Your advice and expertise were very informative and helpful. We were reassured by you that everything was on plan for our early retirement."

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