172 reviews | 5 verified advisers
Review for Chris Hardie
What were the circumstances that caused you to initially look for a financial adviser?
To assist us with understanding our retirement journey and the financial aspects of this
How has Chris helped you?
We have had face to face meetings with open discussions on all things financial and what the future looks like for us. Chris has assessed our current incoming and outgoing and we have discussed our current income drawdown plans.
Have you seen the outcome you were hoping for?
Yes we are very happy with the service provided by Chris.
Review for Chris Hardie
What could they have done better?
At the moment - not aware of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Chris took over our account last year from our previous advisor who retired.
How has Chris helped you?
Chris has shown us many other options to utilise our savings that we were unaware of. The guidance he has given has been extremely positive and excellently explained.
Have you seen the outcome you were hoping for?
Yes, although, I'm sure there are still options to explore to make sure we use our money wisely.
Review for Lisa Doig
What could they have done better?
Provided me with a a bigger pension ?
What were the circumstances that caused you to initially look for a financial adviser?
Since I was receiving money from a private pension. I was advised by a trusted solicitor many years ago during a divorce.
How has Lisa helped you?
I can’t put it into words. She has kept me informed and feeling financially safe about my future.
Have you seen the outcome you were hoping for?
Yes
Review for Lisa Doig
What could they have done better?
Not a thing
What were the circumstances that caused you to initially look for a financial adviser?
We have decided to move house and I required information on the best way to fund a small mortgage.
How has Lisa helped you?
Lisa explained all the options that were available and the benefits and drawbacks of each scenario
Have you seen the outcome you were hoping for?
Definitely
Review for Lisa Doig
What could they have done better?
Nothing that I can think of. Been very happy with the services given
What were the circumstances that caused you to initially look for a financial adviser?
Had some savings to invest
How has Lisa helped you?
She has continued to look after my investments in a professional manner taking account of my ongoing circumstances
Have you seen the outcome you were hoping for?
Yes very much so
