61 reviews | 2 Verified advisers

Selection of recent reviews. Read all Reviews

Review from verified client for , Neil Miller

January 2021

What were the circumstances that caused you to look for a financial adviser?

Looking to transfer pensions.

How did Neil help you?

Neil Explained all the different scenarios of pension transfer wether it would be suitable to move or not and gave great advice in doing this made up my mind to go with Neil at RIS.

Have you seen the outcome you were hoping for?

Yes all went very smoothly and was kept informed right through the whole process and anything I was unsure about Neil would be available to re explain.

What could they have done better?

Nothing the service I received from Neil and RIS was excellent from start to finish.

Review from verified client for , Neil Miller

December 2020

What were the circumstances that caused you to look for a financial adviser?

Former advisor retired

How did Neil help you?

Set up my ISAs and also funds

Have you seen the outcome you were hoping for?

Yes I have !!

What could they have done better?

I really dont think Neil could have done anything better? He was 1st class in dealing with all my monetary issues!!!

Review from verified client for , Greg Duthie

December 2020

What were the circumstances that caused you to look for a financial adviser?

Transfer of aDefined Benefit Pension to a more flexible option.

How did Greg help you?

Greg acted for me in this process, explaining all pros and cons of the available options given our individual circumstances.

Have you seen the outcome you were hoping for?

Yes we got the outcome we hoped for and we’re delighted with this result.

What could they have done better?

We were delighted with all aspects of the service we received. All explanations and illustrations were clearly explained in a friendly and professional manner.

Review from verified client for , Greg Duthie

November 2020

What were the circumstances that caused you to look for a financial adviser?

Coming to the end of my career, looking to consolidate pensions and investments with IHT planning a major consideration.

How did Greg help you?

Evaluated different options, laying out pros and cons in a very clear way and making a recommendation that meet my needs in terms of timing, risk profile, future income needs and cost.

Have you seen the outcome you were hoping for?

In terms of pension consolidation yes. In terms of retirement income and IHT planning, this is currently work in progress.

What could they have done better?

Nothing comes to mind.

Review from verified client for , Greg Duthie

November 2020

What were the circumstances that caused you to look for a financial adviser?

Wanted to take early retirement and receive an income from investments.

How did Greg help you?

Greg worked out a plan of income for us using some pensions while leaving some of my pensions alone, giving sound advice and reasons.

Have you seen the outcome you were hoping for?

Yes, we have monthly income allowing me to retire four years early with other pensions still to come into play when due.

What could they have done better?

I don’t think anything could have been done better. Greg and Neil are approachable and listen.