Innes Reid Reviews

Gwenan Williams 2024.10.18

     

Daniel Roberts has looked after the private finances for our family business for some years now, and has always given an excellent service. He takes time to keep us in the picture and answers any questions. We are very satisfied with the service given by Innes Reid.

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Reply from Innes Reid 2024.10.22

Thanks for the positive feedback and 5* rating Gwenan. It's great to know that you continue to value the financial advice on both your personal and business finances. Daniel will be very pleased to hear this! Thank you for taking the time to review Innes Reid.

Karen Howes 2024.10.17

     

I contacted Innes Reid more than 5 years ago and after initial free consultation I started working with Daniel Roberts on my retirement plan. It was great to consolidate all my pensions and get written projections if what I could expect to receive. It was definitely a joint effort with Daniel asking all the right questions. Sometimes in spite of what is written down you need someone to say yes you will have enough money don't panic. I know that as well as an annual review I can contact Daniel for any one off advice by phone or e mail. I like the information which they regularly send out by e mail. I have had good service from Innes and Reid and specifically Daniel. Thanks to all.

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Reply from Innes Reid 2024.10.22

Thank you Karen for your wonderful review! We're thrilled to hear about your positive experience with Daniel and the Innes Reid team. It’s great to know that our guidance has provided you with reassurance as you navigate your retirement planning. It’s our goal to make you feel confident in your financial decisions and we’re always here when questions arise. Your trust and recommendation mean a lot to us, and we look forward to continuing to support you on your financial journey!

Claire Gloyne-Phillips 2024.10.17

     

Daniel Roberts at Innes Reid has looked after our financial affairs and investments for many years now. We have greatly appreciated the fact that we have had our portfolio managed by the same adviser, giving us the confidence and assurance that Daniel really understands our requirements which have naturally evolved over the years. The service we have received from Daniel always has been excellent, our investments have performed well and we wouldn't hesitate to recommend him or Innes Reid

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Reply from Innes Reid 2024.10.17

Thanks for your very kind words, Claire. It’s really comforting that even after many years of receiving Independent Financial Planning advice from Innes Reid that we are still adding value and assurance to you. We look forward to continuing our relationship for many years to come!

david palmer 2024.10.10

     

Daniel is very reassuring and knonigable I can't fault him in any way

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Reply from Innes Reid 2024.10.10

David, thank you for your 5 stars for our financial planning and your honest review for Daniel's approach to providing advice. We'll be sure he hears it too!

Rachael Lees 2024.09.16

     

Have been a customer with Innes Reid for 15 years & value their expert knowledge & advice

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Reply from Innes Reid 2024.09.17

Thank you for the brilliant 5 star review. It's fantastic to hear you value our financial planning for your life goals. 15 years! Where has the time gone?! Thank you Rachael.

Carmel Pearson 2024.09.11

     

I can't remember how long I have used Innes Reid Investments Ltd for my financial planning, but it's been a long time. Daniel Roberts has been my advisor from the outset. He has always taken the time to fully explain & ensure that I understand any changes that are deemed necessary. I find the personal, face to face service that they offer is much more rewarding. Internet & telephone only offerings that others supply, do not suit me (although this is available if you wish). They are local to me and feel like friends!!

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Reply from Innes Reid 2024.09.12

It's great to hear how you value our approach to financial planning Carmel. We strongly believe in the value of building long lasting relationships to make the most out of your unique financial plan. And it's truly great to be a part of your journey. Thank you for our 5 star review.

Steve Sweeney 2024.09.11

     

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Reply from Innes Reid 2024.09.11

Thank you for taking the time to rate our financial planning with 5 stars Steve. It's very much appreciated.

John Fletcher 2024.07.24

     

Financial planning can be a minefield and I'd liked to think I knew quite a lot of the basics already. However, since being referred to Innes Reid, I realised just how little I knew, particularly as the financial and political landscapes change. Daniel of Innes Reid has been a comfort to us as we explored the opportunities and steps needed to maximise our retirement income. Ever professional and knowledgeable, he is always available to give us honest and patient advice, without being prescriptive. Innes Reid have become an integral part of our retirement journey and we greatly value our relationship and their help over the past few years. We wouldn't use any other company.

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Reply from Innes Reid 2024.07.29

John, thank you for taking time to give your personal review of our financial planning advice. We really value building strong relationships with all our clients so you get the most out of planning for the future. It's truly rewarding to know our knowledge and planning together will greatly benefit your retirement journey. Many thanks for the 5 stars John.

John Owen 2024.06.13

     

Insightful and invaluable financial advice and management which takes into account every influencing aspect of our lives. Complete peace of mind from experts in the field.

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Reply from Innes Reid 2024.06.13

Thank you John for a great review of our financial advice! It's so important to acknowledge the peace of mind that comes from opening up about your finances with an expert, it can improve your confidence and drive you to achieve your goals. It's really great to work with you John.

Martin Sayell 2024.06.12

     

We have taken Mark's advice for 17 years. Throughout that period he has provided us with well informed professional advice in a no nonsense and measured manner. He is clear in his messaging and I would say a model financial advisor.

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Reply from Innes Reid 2024.06.13

Martin thank you for our 5 star review! Our aim has always been to strip out the jargon and give you clear, honest, relatable advice that you can really feel confident in. Thank you for continuing to choose Innes Reid as your financial planning partner, 17 years is an incredible milestone, its great to work with you.

Kim and Tony Hulbert 2024.05.22

     

Innes Reid and Mark Reidford have been successful financial advisors for us, always providing sound, honest opinion & guidance. We have already recommended them to other family and friends & would have no hesitation in continuing to do so.

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Reply from Innes Reid 2024.05.23

Thank you Kim & Tony for your wonderful review. It truly means a lot to us to know you have confidence in your financial future with our guidance. As independent advisers our success is built on honest recommendations, thank you for being advocates for our team.

Glenn Coleman 2024.05.13

     

Excellent and personalised advice, very knowledgeable experts. Friendly staff and owners. Thank you. Highly recommended.

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Reply from Innes Reid 2024.05.14

Thank you Glenn, we're thrilled to hear you found our advisers and team knowledgeable and friendly. Thank you for your trust and confidence in our planning services. We're grateful to support you on your financial journey.

Gordon Lorraine 2024.05.08

     

Following upon a presentation by Mark Reidford at our local U3A several years ago I entrusted my existing investment portfolio to his care, and in subsequent years have regularly added to this. I have been very happy with the quality of his advice and the bi-annual portfolio reviews of progress. A very professional company!

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Reply from Innes Reid 2024.05.08

Thank you the 5 star review and taking the time to share your personal journey into financial planning. It's really great to continue to work with you Gordon, thank you for choosing us.

nicola clark 2024.04.25

     

We have only been with Innes Reid nine months but have found them to be very professional and the advice Lynden has given us has been well explained and most helpful

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Reply from Innes Reid 2024.04.30

Thank you for your 5 star review and honest comments about your service so far. We're really pleased to be a part of your financial journey, it's our job to make sure you get clear, understandable, helpful advice every step of the way.

Mandy Allan 2024.03.08

     

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Reply from Innes Reid 2024.03.12

Thank you for your 5 star review Mandy!

malcolm cooke 2024.02.28

     

Innes Reid have been managing my SIPP since 2018.At every stage I have received advice and options face-to-face, followed by an extensive report before commiting to anything.Ongoing updates and reviews have been forthcoming, followed by updated information for my records.I've never failed to have a prompt response from my advisor, and my questions and requests answered.As a financially naive individual, I would recommend highly.

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Reply from Innes Reid 2024.02.29

Thank you Malcolm! It's great to hear your genuine experience with financial planning. We know your comments will really inspire others to take the reassuring step towards advice.

Mark Hoile 2024.02.22

     

Always have a useful review and opportunity to discuss best options

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Reply from Innes Reid 2024.02.27

Thank you for your 5 star review Mark! Our one-to-one reviews are crucial to keep us up to date with your goals. Thanks for choosing us to be a part of your journey.

Anthony Baxter 2024.02.21

     

Very helpful, friendly and knowledgeable team. Always happy to help however they can.

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Reply from Innes Reid 2024.02.22

Thank you Anthony! Great feedback to share with our team! And thank you for your 5 star rating.

keith Harrison-smith 2024.02.21

     

A blend of professionalism and friendliness makes dealing with Innes Reid a comfortable and straightforward experience. They make sure their proposals are fully aligned with my wishes and that I fully understand them.

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Reply from Innes Reid 2024.02.22

Thank you Keith for your honest review of our services. It's everything we strive to be. We're so pleased to hear you value the personal & professional client experience we bring to the table and the confidence in your own personal journey. Thank you!

MICHAEL WOOLRICH 2024.02.14

     

I have been with Innes Reid for 30 years now. I have recently retired. I have always been provided with very good advice, particularly by my current long-term financial adviser Craig Kennedy. He has advised me regularly on the status of my pension plan and when it was best to make any changes. It has grown well, although admittedly not so much in the last few difficult economical years, and I have trust and am confident that Craig/Innes Reid will recommend appropriate action when I start to withdraw and manage it.

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Reply from Innes Reid 2024.02.20

Thank you Michael for your honest review and our 5 stars for financial advice. Building strong, trusting relationships that last is crucial for financial planning and it's great to have your continued confidence - we have shared your kind comments with Craig. Thank you