Iain's reviews
Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 3 )
Investments and Savings ( 3 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 1 )
Reviewers' assets
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Fife
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had multiple pensions that wanted to consolidate.
How has Iain Ovens helped you?
Iain was knowledgeable and worked as quickly and efficiently as far as he could due to other agencies controlling time lines.
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Can’t think of anything that would have made any difference or improvement to the outcome.
Review
by a verified client in Fife
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am looking to retire within the next year and needed advice on my best options.
How has Iain Ovens helped you?
He definitely has.
Have you seen the outcome you were hoping for?
I am more than pleased with the outcome.
What could they have done better?
Both meetings were very informative and I don't think he could have advised me any better than he did.
Review
by a verified client in Dumfriesshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Very pleasant to do business with. Sensible advice very pleased.
How has Iain Ovens helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing at all
Iain:
Thank for very much for the feedback, it's appreciated.Review
by a verified client in Midlothian
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension options
How has Iain Ovens helped you?
He helped me to go through the process
Have you seen the outcome you were hoping for?
Hopefully soon
Iain:
Thank you very much Henri.Review
by a verified client in Perthshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were already allocated to ana adviser and Iain has taken over my account this year
How has Iain Ovens helped you?
Iain quickly and efficiently applied for funds to be released from my Prudential account and kept me up to date with progress
Have you seen the outcome you were hoping for?
Yes, everything happened quicker than I thought it would
What could they have done better?
Nothing, Iain was supportive and acted quickly for me
Iain:
Thank you so much for the feedback, it is appreciated.