129 reviews | 5 verified advisers
Review for Lisa Doig
What could they have done better?
In the turbulent times Brexit , Covid , President Trump not a lot
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Lisa helped you?
She has advised my wife and myself since the initial meeting and over the following 7 years and for many more years to come ,her advice and probably the main thing the returns on my investment
Have you seen the outcome you were hoping for?
Yes
Review for Chris Hardie
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Taking my pension pot.
How has Chris helped you?
Steering me in the right direction.
Have you seen the outcome you were hoping for?
So far, yes
Review for Lisa Doig
What could they have done better?
I am satisfied with what has been done
What were the circumstances that caused you to initially look for a financial adviser?
Advice an at early age from a fellow worker
How has Lisa helped you?
Lisa has given me good advice on my investment and maintains regular contact and is happy to assist when i need any advice
Have you seen the outcome you were hoping for?
Yes
Review for Adam Rutter
What could they have done better?
Nothing differently - feel my concerns/questions were answered
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice regarding a bond that had ended and what I needed to do next.
How has Adam helped you?
He explains everything clearly and gives me advice and with what to do next.
Have you seen the outcome you were hoping for?
Not yet, but by moving money into an ISA, it will get a higher return tax free
Review for Adam Rutter
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Pension provision for retiral
How has Adam helped you?
He has helped me better understand my options for providing for retirement and mitigating against future tax liabilities.
Have you seen the outcome you were hoping for?
Yes
