140 reviews | 5 verified advisers
Review for Lisa Doig
What could they have done better?
I think Lisa has hit a perfect balance, being both friendly and professional
What were the circumstances that caused you to initially look for a financial adviser?
Lisa was recommended to my by my firm a number of years ago and I have benefited greatly from her sound advice.
How has Lisa helped you?
Lisa is the most personable and pleasant advisor and has a wealth of experience in navigating the pension/investment market that is way beyond my understanding. I trust her to give me the advice that is right for me, taking into consideration my attitude to risk
Have you seen the outcome you were hoping for?
Whilst I am aware that investments can go both up and down, I am very satisfied with the outcome
Review for Lisa Doig
What were the circumstances that caused you to initially look for a financial adviser?
So I can maximise my pension options
How has Lisa helped you?
Deciding what my best options would be
Have you seen the outcome you were hoping for?
Yes
Review for Phil Annand
What could they have done better?
Can’t think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Had surplus cash looking for a home.
How has Phil helped you?
Both bond and pension performing well.
Have you seen the outcome you were hoping for?
Yes
Review for Lisa Doig
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Do not have skills and knowledge to do myself
How has Lisa helped you?
Very helpful making suggestions and advice I can understand
Have you seen the outcome you were hoping for?
Yes
Review for Chris Hardie
What could they have done better?
Done everything I could have hoped for
What were the circumstances that caused you to initially look for a financial adviser?
Someone to help and oversee the management of my pension
How has Chris helped you?
He has given sound advice and helped achieve my aims so far
Have you seen the outcome you were hoping for?
Yes
