177 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 Phil Annand
What could they have done better?
I can’t think of anything they could have done better, and am very happy with their outstanding performance.
What were the circumstances that caused you to initially look for a financial adviser?
I required a Financial Adviser when I retired.
How has Phil helped you?
Phil has been a great help to my wife and I with his expert financial advice and guidance.
Have you seen the outcome you were hoping for?
Yes, we are very happy with our investment performance. The last 2 years performance has been outstanding.
Review for Chris Hardie
What were the circumstances that caused you to initially look for a financial adviser?
Needed an adviser for part of my investments
How has Chris helped you?
Moved funds into better account
Have you seen the outcome you were hoping for?
Approaching
Review for Lisa Doig
What could they have done better?
We are very happy, she is great to chat things through
What were the circumstances that caused you to initially look for a financial adviser?
I value her expertise and opinion
How has Lisa helped you?
During our meeting we discussed the best plan for pensions. For my pension going forward she explained annuities, which she is going to help me with.
Have you seen the outcome you were hoping for?
The pensions my daughter and myself have, with Lisa's advise are doing well. I think with Lisa's help and advise will be what I hope for
