Lyle's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 9 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 1 )
Pension Transfers - Non Specialist ( 1 )
Financial Planning ( 2 )
Reviewers' assets
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 3 )
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with Lyle
First conversation really liked talking to Lyle He called when agreed and hope everything goes ok.? Regards Robert
Repeat review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Lyle Douglas helped you since your last review?
Keeps me up to date and now looking into at my isa
Review
by a verified client in Rutland
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Prepairing for retirement
How has Lyle Douglas helped you?
Discussions on our on going financial planning for retirement
Have you seen the outcome you were hoping for?
still in process
What could they have done better?
Happy with advice given
Review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term financial planning in relation to retirement.
How has Lyle Douglas helped you?
Extremely helpful with information. A nice manner of engagement, polite and respectful.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Happy with the review meeting and support. All my questions answered. Thank you.
Review
by a verified client in Inverness-shire
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
It was an annual review.
How has Lyle Douglas helped you?
Lyle went over my options and advised me on different options available to me.
Have you seen the outcome you were hoping for?
I have so far.
What could they have done better?
Nothing, I am pleased with the service so far.