Ryan Watt

Ryan Watt

McCrea Financial Services

Ryan's reviews

Reviewed for

Insurance and Protection ( 2 )

Pensions ( 12 )

Retirement income (annuities, drawdown) ( 9 )

Investments and Savings ( 14 )

Pension Transfers - Non Specialist ( 3 )

Financial Planning ( 12 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 7 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

£50k - 100k ( 1 )

Review

by a verified client in Lanarkshire

7 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I have always had an adviser and Ryan has stepped in as my original adviser has been promoted

How has Ryan Watt helped you?

Reviewed and discussed my Pension status and financial requirements

Have you seen the outcome you were hoping for?

It’s early days to see an outcome based on working with Ryan

Review

by a verified client in Argyll

8 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

to ensure that my assets were well managed

How has Ryan Watt helped you?

By giving advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review

by a verified client in Northumberland

9 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Investment of savings

How has Ryan Watt helped you?

Explained different investment vehicles and made sure my investments were in the correct place for my attitude to investing.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not aware of anything that could be done better

Review

by a verified client in Dunbartonshire

10 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Got a big inheritance from family and didn't know what to do with it.

How has Ryan Watt helped you?

Ryan Watt started to help after Chris Bain. Both of them have helped protect my money and my future by putting my inheritance in to ISAs and investments, made sure my house was insured properly and my pension was good.

Have you seen the outcome you were hoping for?

I will say it's going that way

What could they have done better?

I can't answer this as Ryan has done everything I have asked.

Review

by a verified client in Lanarkshire

10 days ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Ryan Watt helped you?

Discussed low to medium risk in my drawdown

Have you seen the outcome you were hoping for?

Yes, I have been receiving my drawdown for some years now

What could they have done better?

.