Chris Auld

Chris Auld

Sage Wealth Management Ltd

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 feedback
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?

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