Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Andrew Lochhead from IG has been our consultant since we switched our Investments to IG. Andrew always keeps in touch and is always there when we have questions. He helped both my husband and I navigate our retirements, offering insight and strategies to get the most out of our retirement plans. Andrew always makes it so easy to contact him and even comes to us in our home when there are things to be discussed in person and if signatures are needed. Knowing we have an investment consultant who goes above and beyond like Andrew does is very comforting.
Have recommended him and the IG team he works with to others.
We recommend Andrew to all of our friends and family. He is always quick to reply, thoughtful and logical about what is best for our family and our financial situation. He truly has our best interests at heart and we trust him to help us grow our money and make informed financial decisions. Andrew listens to our questions, and makes us feel heard and understood when working with us on our financial plan. We are very lucky to have him in our corner!
We decided that we needed to get some advice regarding our investments and looking at having a plan in place so that our adult children would not be financially burdened at the time of our passing. We really didn’t know where to begin. We called Andrew and he gave us some homework to do. Once he had our information Andrew went to work. He came to the house with multiple options and let us know what he felt would be the best for us. Andrew did a great job for us! We feel confident in Andrew’s ability and look forward to many years ahead in his capable hands!
Andrew was very helpful in planning for my husband’s and my future retirement. Also, as I continue to work his suggestions for income tax planning has also helped to save for the future while not sacrificing our lifestyle. I highly recommend consulting with Andrew for your financial plans.