What Our Clients Say

Testimonials

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
I have worked with Steve for a number of years. I have found him approachable and quick to respond, with a wide range of knowledge which is always made readily available. He is able to connect with Deputyship and Trust clients and tailor his approach to their level of understanding, which means that they can be confident in his abilities and their security. I have found Steve easy to work with and he is always responsive and able to discuss and resolve any queries that arise, often ensuring he goes above and beyond to make sure the interests of vulnerable people are protected
– COP Partner at Large law firm
Testimonial about Stephen Farnfield
COP Partner at Large law firm
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
“We instructed Jeremy to provide expert evidence about the proper level of commission for introductions to be made to a financial adviser or pension fund as part of a multi-party fraud claim in the High Court of England and Wales. Jeremy was enthusiastic and passionate from the outset: from the initial conversation he started undertaking research, checking information and coming up with ideas about the best way to demonstrate and present his evidence. Jeremy was a pleasure to work with and came across extremely well in Court and under cross examination, making it clear what he could and could not comment on, which is extremely helpful to issues. He approached the entire exercise with professionalism and a sense of humour, including making the entire Court laugh when pointing out the absurdity of the other side’s position.”
Jeremy Rowe
Testimonial from Partner at a London firm
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