Chris's reviews
Reviewed for
Pensions ( 2 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 1 )
Reviewers' assets
£200k - £500k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Dumfriesshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to move my pensions I had into one place that would be easily accessible.
How has Chris Auld helped you?
His friendly approach and quality of knowledge easily explained
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Chris:
Thank you for your welcomed feedbackReview
by a verified client in Dumfriesshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for my retirement and moving my pensions into one pot for Ease of access
How has Chris Auld helped you?
Chris’s friendly but professional Approach is excellent. He explains everything really well and his advice is personally tailored to you
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing everything went as expected
Chris:
Thank you for your welcomed feedback