151 reviews | 10 verified advisers
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
Review for Euan Lock
What were the circumstances that caused you to initially look for a financial adviser?
Long term financial/pension planning
How has Euan helped you?
Taken any stress out of our pension planning, future financial position, keeping us well informed along the way.
Have you seen the outcome you were hoping for?
Yes
Review for Elaine Finlay
What could they have done better?
Nothing further
What were the circumstances that caused you to initially look for a financial adviser?
Pension advise
How has Elaine helped you?
Has contacted the relevant pension agency on my behalf and has fed back relevant advice and guidance to assist with making an application
Have you seen the outcome you were hoping for?
Very satisfied with the help and progress achieved
