294 reviews | 8 verified advisers
Review for Heather McConaghie
What could they have done better?
Nothing - very happy with the service p[rovided
What were the circumstances that caused you to initially look for a financial adviser?
I have a number of pensions - defined benefit and defined contribution - and needed advice on how to plan for my impending retirement
How has Heather helped you?
Sensible advice with an excellent understanding of my requirements. Met at a time that suited me
Have you seen the outcome you were hoping for?
Outcome was better than I anticipated and was not the outcome I had initially thought of
Review for Heather McConaghie
What could they have done better?
Heather has gone above and beyond.
What were the circumstances that caused you to initially look for a financial adviser?
Buying my first property.
How has Heather helped you?
Heather has been looking after me for 12 years and talked me through each stage of my mortgage, life and home insurance.
Have you seen the outcome you were hoping for?
Yes
Review for Heather McConaghie
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Due to my age, I was looking advice and guidance on my pensions.
How has Heather helped you?
With Heather’s help I was able to consolidate three pensions into one, giving me clarity about my retirement planning.
Have you seen the outcome you were hoping for?
Yes
Review for Heather McConaghie
What were the circumstances that caused you to initially look for a financial adviser?
To gain advice for mortgage
How has Heather helped you?
Heather helped us to gain our mortgage when it wasn't the most simple process and has helped us with mortgage renewals, life insurance and pension and investments advice
Have you seen the outcome you were hoping for?
Yes
Review for Heather McConaghie
What were the circumstances that caused you to initially look for a financial adviser?
I was looking to buy my first house and Heather came highly recommended from a family member that had used her in the past!
How has Heather helped you?
Heather helped me get my first mortgage making the process extremely smooth and very easy
Have you seen the outcome you were hoping for?
Yes I was more than overjoyed with her help and assistance throughout the process
