★★★★★
Neil put my retirement finances in order and I am delighted with the service which he provided and the advice which he gave. All the work was carried out in a diligent and professional way. Neil and his staff were friendly and welcoming and I would have no hesitation in recommending his services, especially to anyone who is anxious to ensure that their financial future is being placed with an adviser who understands their needs and their concerns.
★★★★★
Neil immediately put me at ease and was a true professional throughout offering great advice and guidance. He spent time explaining all topics I had asked for guidance on and ensured that I fully understood everything and all options avaliable to me, his advice and guidance was fantastic and i really can’t recommend Neil enough.
★★★★★
The service I received from Neil was excellent. From the initial telephone conversation and then through to face to face meetings, everything was explained in great detail and illustrated in a way it was easy to understand. I was made welcome at their office which was easy to find and was in a relaxed setting. Their fees were very reasonable and I would highly recommend them to anyone looking for retirement or investment advice.
★★★★★
He has explained how my finances work in clear and easy to understand language, and has been extremely patient when I am asking the same question. He has always ensured that I understand how my finances work and why. He has completely taken on my need to have ethical shares and has listened to my concerns about various industries that I do not want to invest my finances in. He has greatly increased my understanding of finances and money matters including setting up a pension for me.
★★★★★
Neil explained how my finances work in clear and easy to understand language, and has been extremely patient when I am asking the same question. He has always ensured that I understand how my finances work and why. He has completely taken on my need to have ethical shares and has listened to my concerns about various industries that I do not want to invest my finances in. He has greatly increased my understanding of finances and money matters including setting up a pension for me.
★★★★★
Neil was very meticulous going over the different schemes and made it very easy to understand. He also helped with the transfers for which I was very grateful.
★★★★★
Neil has assessed our portfolio and rebalanced and reinvested our investments. He has given us confidence and reassured us of our financial situation demonstrating on paper that we are in a very sound financial position for the future.
★★★★★
Neil has shown me in great detail what my finances will be like in the coming years if I do X,Y or Z highlighting when I can retire and on what income.
★★★★★
Neil has provided extremely thorough and considered advice as well as being super efficient and trustworthy to deal with. Really appreciate his ability to simplify complex matters.
★★★★★
Neil has assessed our portfolio and rebalanced and reinvested our investments. He has given us confidence and reassured us of our financial situation demonstrating on paper that we are in a very sound financial position for the future.
★★★★★
Neil gave honest and open financial advice and clearly presented my options to me and through his expert advice presented more than one option for my retirement planning and what that may look like when I choose to retire and at what life stage.
★★★★★
I have been so impressed with Neil’s ongoing service and advice, especially as this was not going to provide any further fees for him. He is always easy to contact and gets back to me promptly. As an ex IFA, I have been particularly impressed by the quality of ongoing reviews.
★★★★★
Neil was excellent! He explained everything so clearly to us. He gave us sound advice and helped us start to plan for our future retirement! I would definitely recommend him.
★★★★★
Neil spent a huge deal of time with us weighing up the pros and cons, doing paper exercises and various other things to make sure we made the right decision. We are absolutely delighted with the service, communication and commitment we received from Neil.
★★★★★
Excellent communication through every stage of our process, and real empathy demonstrated with our particular situation. Took time to get to know me, and to provide suitable and relevant products and advice.
★★★★★
Neil, clearly explained my current pension arrangements and how to realistically make the best use of funds going forward. This was shown clearly with multiple graphs and accompanying explanations.
★★★★★
Myself and my wife met Neil for an informal chat about my various pension pots. Neil was very informative, gave us some good pointers going forward. We found the meeting very beneficial, and Neil’s friendly, easy going personality made our meeting feel comfortable and relaxed. We would definitely recommend Neil.
★★★★★
Neil provided detailed & helpful advice as to my current financial situation & on how I could get the best out my savings & pensions my moving them to other providers. When I agreed to this happening, he ensured that the the process for doing this was smooth.
★★★★★
Neil looked into all my circumstances and my hopes for the future. He devised several options and pointed out the pros & cons of each scenario. Ultimately the choice is of course mine and I am grateful to Neil for his expertise and knowledge in allowing me to make my mind up on a course of action that I am very comfortable with.
★★★★★
After an initial assessment of my financial position and appetite for risk, Neil was able to propose a solution which satisfied my immediate financial requirements and long-term goals. Each step of the review process was explained in a clear manner. Nothing was too much trouble.
★★★★★
Neil was very professional and detailed in his presentation. His advise was tailored to suit our financial needs / risk levels. We had a number of meetings before finalising our decisions and I never felt rushed. He is very approachable, easily contactable, and generally a very nice guy.
★★★★★
Neil communicated the pension minefield really clearly and in easy to understand language. We left the initial meeting much clearer and relieved in our own minds and with a way forward as we near our retirement. The fact that there was no sales pressure was appreciated.
★★★★★
Straightaway, Neil came over as a competent, accomplished and interested professional adviser. He quickly understood our needs, assessed our financial situation and produced an dedicated investment plan which we implemented.
Truly Independent
Antonine Hub, Antonine House
Callendar Business Park
Falkirk
FK1 1XE
