183 reviews | 5 verified advisers
Review for James Todd
How has James helped you since your last review?
Annual pension review. Pension has been performing well, and some good advice was given in the most recent meeting.
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?
Financial investment following retirement
How has Jake helped you?
Annual review of investments and Inheritance tax advice. Communication excellent.
Have you seen the outcome you were hoping for?
Portfolio increased over the last year. Happy with the portfolio management,
Review for Jake Millar
What could they have done better?
Jake could not have done anything better.
What were the circumstances that caused you to initially look for a financial adviser?
I have used the services of an adviser for over 13 years. Jake has replaced my previous advisor and had quickly understood my circumstances and tailored a solution to suit my wants and desires for long term investments and financial planning.
How has Jake helped you?
Jake has been a breath of fresh air! He listens and understands the drivers for my investment needs. He communicates and is contactable and exhibits an energy and enthusiasm for his work and products available to him.
Have you seen the outcome you were hoping for?
Yes, we have engineered an improved financial package to suit my needs as they are defined at present.
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.
