180 reviews | 5 verified advisers
Review for Ewan Duncan
What could they have done better?
Nothing as far as I am concerned
What were the circumstances that caused you to initially look for a financial adviser?
Long term client
How has Ewan helped you?
Understanding my requirements and assisting me accordingly
Have you seen the outcome you were hoping for?
Yes
Review for Jake Millar
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Needed advice for our investments.
How has Jake helped you?
He visits us annually to review our portfolios and if any query occurs in between I just email him and receive a prompt response .
Have you seen the outcome you were hoping for?
Yes. Our investments have performed very well.
Review for James Todd
How has James helped you since your last review?
Always looking at my financial situation to make sure I'm get the best advice and service.
Review for Paul Boutle
How has Paul helped you since your last review?
Kept us in the loop of current financial changes
Review for Jake Millar
What could they have done better?
Nothing I can think of.
What were the circumstances that caused you to initially look for a financial adviser?
Advice on selecting investments to create a Discretionary trust and also for family pensions
How has Jake helped you?
On time advice and change to the portfolio to improve long term growth
Have you seen the outcome you were hoping for?
Yes
