Sandy's reviews
Reviewed for
Insurance and Protection ( 1 )
Investments and Savings ( 1 )
Pension Transfers - Specialist ( 1 )
Reviewers' assets
£500k+ ( 1 )
Review
by a verified client in Essex
5 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension consolidation originally then ISA advice and Critical Illness and Life Insurance protection.
How has Sandy Reid helped you?
Provided advice as to the most suitable option for all prior pensions to be transferred into one personal pension. Provided clear options on my ISA and demonstrated the best option for going forward. Gave me competitive and market leading Insurance policy coverage options also.
Have you seen the outcome you were hoping for?
Yes, the investment strategy has provided an my desired return over the past 5 years.
What could they have done better?
The advice I received was well considered, explained clearly and ultimately has delivered on what the target was. Sandy is knowlegable and engaging to discuss financial matters with and have recommended him and Finura's services to friends and colleagues.