As a family Norman MacLennan has been giving us financial advice for about 10 years when he was recommended to us by a close friend. As a family with a single income his advice and guidance has been most helpful in order to allow us to get the best information on financial products that we require, particularly mortgages. In reviewing the market, presenting the options and acting on our behalf with the companies he ensures that we are able to choose the best product for our circumstances and avoid the stress of filling in complex forms and dealing with companies whose criteria might change at a moment’s notice. Recently we sought his help in managing the finances of a parent who was not in a position to safely manage their finances. As well as advice on dealing with power of attorney, he was able to advise on the options for investing her assets in order to ensure her care over the long term, as well as to implement our decision and ensure the assets were rapidly transferred for maximum return. Norman is approachable, and spends time in helping us to understand some of the complexity of the financial market, including answering questions in a straightforward way, to ensure our decisions are fully informed. He keeps in regular contact and ensures we are aware of any important changes that might affect us. As a result, we don’t hesitate to recommend Norman to others.
Dr Chris Redman and Mrs Karen Redman
Lenzie, Glasgow
