The reason for meeting with Clachan View Wealth Management was to obtain expert ongoing investment advice for Trustees of a charitable Trust, Alistair carried out a thorough but efficient fact-find regarding the Trust, its purpose and its objectives, seeking input from the Trustees as part of this p...
We were looking for financial advice we could trust, more specifically on our Pension. He was honest in his assessment, which takes into account long term and short term goals. He also explained the risks and listened to your attitude to risk in your investment. So far I am extremely happy with the ...
I was looking at my pension options, particularly drawdown. Alistair explained in detail all options available to me and fulfilled my requirements, he kept me informed at all times. The service has been excellent and I would recommend Clachan View Wealth Management to anyone wanting simply explained...
I was passed over to Alistair on the retirement of my previous adviser who highly recommended Alistair. He has given all advice with a focus on what I want from my investments taking on board my concerns and anxieties. Alistair is always accessible and quick to get back in touch, even over the small...