163 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?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We required advice regarding pension planning for our retirement
How has Lisa helped you?
Good advice regarding our pension
Have you seen the outcome you were hoping for?
Yes better than expected
Review for Chris Hardie
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Chris helped you?
Clarified financial needs, access to funds and tax implications
Have you seen the outcome you were hoping for?
Yes
Review for Lisa Doig
What could they have done better?
There are no improvements I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Impending retirement
How has Lisa helped you?
She has given me comfort that my financial position is fit for purpose and as secure as any financial investment can be.
Have you seen the outcome you were hoping for?
Yes
