Top Rated Firm 2025
674 reviews | 26 verified advisers
Review for Gordon Young
How has Gordon helped you since your last review?
Gordon still provides me with financial advice and more importantly now gives me advice about my pension as we are now looking at a plan for me being able to retire before the state pension age
Review for David Tait
What could they have done better?
Nothing, he excelled himself
What were the circumstances that caused you to initially look for a financial adviser?
Our adviser merged with Azets
How has David helped you?
He was a big help to us regarding our future financial health
Have you seen the outcome you were hoping for?
Yes he was very thorough and gave a pleasing outcome
Review for David Tait
What were the circumstances that caused you to initially look for a financial adviser?
Initially after selling a business in 2005 then in receipt of bank compensation. Needed our money to work for us & retire early
How has David helped you?
He explains investments well & happy to discuss our expectations
Have you seen the outcome you were hoping for?
Yes am happy with azets
Review for David Tait
What could they have done better?
NA.
What were the circumstances that caused you to initially look for a financial adviser?
Pension planning.
How has David helped you?
Excellent service provided.
Have you seen the outcome you were hoping for?
Continues being monitored.
Review for Gordon Young
How has Gordon helped you since your last review?
Advised on gift to my daughter to help with hose purchase. Advised on tax implications and set up of monthly withdrawal from investment account.
