Iain's reviews
Reviewed for
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 2 )
Reviewers' assets
Up to £50k ( 1 )
Review
by a verified client in Perthshire
2 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.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?
Retired with lump sum to invest
How has Iain Ovens helped you?
Cashed in some investment to provide cash
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Iain:
Thank you so much for the feedback, it is appreciated.