116 reviews | 5 verified advisers
Review for Richard Forde
What were the circumstances that caused you to initially look for a financial adviser?
I had money to invest when I was self employed
How has Richard helped you?
Always advises me well
Have you seen the outcome you were hoping for?
Yes
Review for Richard Forde
What could they have done better?
Everything has been done weel, with good outcomes
What were the circumstances that caused you to initially look for a financial adviser?
I was already a long-term client of Richard's company and have stayed because of the excellent, genuinely personal service
How has Richard helped you?
Over and above formal planning, taking into account my personal finances
Have you seen the outcome you were hoping for?
Yes
Review for Lisa Doig
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for a financial adviser?
Job changes / redundancy and consequent help with pensions etc
How has Lisa helped you?
Shd inherited me from retired advisor and provided help as required
Have you seen the outcome you were hoping for?
Yes
Review for Lisa Doig
What could they have done better?
Nothing comes to mind!
What were the circumstances that caused you to initially look for a financial adviser?
Various agencies and organisations telling me i needed an IFA,
How has Lisa helped you?
providing advice and options and recommendations for my consideration. Answering all of my questions thoroughly and promptly.
Have you seen the outcome you were hoping for?
Yes
Review for Chris Hardie
What were the circumstances that caused you to initially look for a financial adviser?
Chris has replaced my original advisor
How has Chris helped you?
He has taken over from my previous advisor
Have you seen the outcome you were hoping for?
N/A
