Positive testimonials are always pleasing to receive. When we achieve the life-changing impact for our clients that we strive for, there is a great sense of achievement and personal satisfaction.
But when they come from your peers, from introducers who have entrusted you with clients whose finances they have carefully looked after for many years, they are worth their weight in gold.
For they really do know the difference between bog standard financial advice and proper, tailored financial planning which focuses on individual lifestyle goals and objectives.
And their honest appraisal of your service is heavily influenced by the feedback they have themselves received direct from the horse’s mouth – their former clients.
Here are two such reviews from recently retired IFAs who have introduced their clients to us, which we were ecstatic to read…
‘You won’t go wrong by approaching Cailean’
“When I announced my intention to retire from financial services, many of my clients became concerned about what would happen to them after I had gone – adviser wise.
“I was very fortunate that during my years of advising and helping clients I had built up solid, friendly relationships with them based on trust, honesty and integrity.
“I had met Colin on a few occasions and knew of his sound reputation in financial services. I spoke to several representatives from product providers that we all dealt with and everyone had glowing reports about Colin. That, coupled with my own thoughts, convinced me to talk to my clients about Colin.
“Everyone was more than happy to meet with him at their next review based on my recommendation. Suffice to say that all the clients are thoroughly happy with the levels of his service.
“He is easy to talk to and has a very professional approach to the advice process, without being overpowering and using jargon to explain things. He simplifies the process and contracts in a way that makes it easy to understand.
“Therefore, 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 McGugan for a first-class professional assessment of your circumstances and advice.”
‘Could not have chosen a better firm to transfer my clients’
“I am a retired financial adviser who has just transferred my business to Cailean. I chose Cailean after they were recommended to me by a colleague in the financial world who works with hundreds of advisers. My brief to him was that I was looking for a financial adviser who he would be happy to invest his funds with. He recommended Cailean.
“After meeting with Colin it quickly became apparent that we share the same values – that money is a tool to deliver the lifestyles that each of us want and our job (now his job) is to really understand our clients – their hopes and dreams and also their worries and concerns so that we can maximise their potential to hit the first and minimise the impact of the latter. Part of the commitment to this goal is keeping fees highly competitive.
“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’. Clearly, they are delighted, which is also highlighted in the fact that they have been recommending Colin to family and friends.
“I entrusted my clients – many of whom are family and friends – to Cailean and indeed I am also a client myself. Actions speak louder than words!”
- If you are an IFA planning retirement or an accountant or solicitor interested in discussing an agreement to introduce clients, contact Colin McGugan for a confidential chat at colin@cailean.co.uk or call 0131 510 1971.