145 reviews | 5 verified advisers
Review for Lisa Doig
What could they have done better?
Nothing, 100% happy with advice
What were the circumstances that caused you to initially look for a financial adviser?
Needed professional advice re investments
How has Lisa helped you?
Lisa has always given us good advice and done so in a friendly, caring way.
Have you seen the outcome you were hoping for?
Yes
Review for Phil Annand
What could they have done better?
Nothing comes to mind for this!
What were the circumstances that caused you to initially look for a financial adviser?
The company I worked for used this adviser
How has Phil helped you?
Excellent financial advice
Have you seen the outcome you were hoping for?
Yes
Review for Lisa Doig
What could they have done better?
I am very happy with the advice I am being given.
What were the circumstances that caused you to initially look for a financial adviser?
I had retired from full time employment and wanted to invest my lump sum. Lisa's firm was recommended to me.
How has Lisa helped you?
She has helped me to think about my finances in a sensible way and has encouraged me to be more aware of what I spend.
Have you seen the outcome you were hoping for?
I did not really have any great expectations - the money was sitting in a bank account and I just wanted it to grow a bit.
Review for Lisa Doig
What could they have done better?
Difficult to say without a crystal ball as investments relying on market values is never guaranteed. So for me not a lot.
What were the circumstances that caused you to initially look for a financial adviser?
Through our pension scheme at work.
How has Lisa helped you?
Lisa has a wide berth of knowledge in pensions and investments. She keeps the information relevant to your circumstances with no pressure to go in any direction. She has helped in making some decisions on placing investment funds for retirement purposes.
Have you seen the outcome you were hoping for?
The investment made has increased over the period from start to date. So for me that is good.
Review for Chris Hardie
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Legacy to be invested to protect the value of the money
How has Chris helped you?
With decisions about spreading the money and risk
Have you seen the outcome you were hoping for?
Yes, so far!
