153 reviews | 10 verified advisers
Review for Euan Lock
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Buying my first home.
How has Euan helped you?
Euan has helped me secure a mortgage without any hassle and has sorted me with the appropriate insurances.
Have you seen the outcome you were hoping for?
Yes.
Review for Euan Lock
What could they have done better?
Nothing. The service I have received has been excellent. I would thoroughly recommend Amber River and more especially Euan.
What were the circumstances that caused you to initially look for a financial adviser?
I had a lump sum which I wanted to invest.
How has Euan helped you?
Over a number of years, I have had money to invest, including a redundancy payment, proceeds from the sale of a property and a pension lump sum. He has guided me in assessing the level of risk I am willing to take and offered impartial advice in language I can understand. He has assisted me to make investment decisions I am comfortable with. Most recently, when I was considering taking early retirement, he was more than happy to offer advice on different scenarios. He is very knowledgeable and professional, but at the same time is friendly and approachable. Nothing is too much trouble for him.
Have you seen the outcome you were hoping for?
My investments have performed much better than I could ever have imagined. Having been reassured by Euan's review and advice, I did retire early. I can comfortably afford everything I did while I was working but know there is money available should I need it. A very good outcome indeed!
Review for Euan Lock
What were the circumstances that caused you to initially look for a financial adviser?
To help sort out money inherited from late husbands estate, who was also a client of Euan.
How has Euan helped you?
He has helped build me a life long financial plan.
Have you seen the outcome you were hoping for?
So far, yes.
Review for Euan Lock
What were the circumstances that caused you to initially look for a financial adviser?
To amalgamate several old pension plans in one.
How has Euan helped you?
He brought all my old pension plans into one, and provided excellent retirement advice.
Have you seen the outcome you were hoping for?
Yes, once all plans were into one pot , it fairly grew in value.
Review for Euan Lock
What could they have done better?
Unknown
What were the circumstances that caused you to initially look for a financial adviser?
Approaching retirement
How has Euan helped you?
yes
Have you seen the outcome you were hoping for?
yes
