What they say about us

Here is just a small sample of the many kind comments we have received from our clients

We have been clients of John at Reed Financial Planning for more than 10 years and have always found John and his team to be professional, knowledgeable and patient, explaining the reasons for suggesting certain products over other products and the financial benefits thereof.

He has successfully matched our financial planning requirements with suitable products and funds, which has allowed us to retire earlier than planned. 

We are confident that our investments are safe and going in the right direction and would have no hesitation recommending John to anyone looking for a professional financial service and advice. 

Mr. & Mrs. P. Cruickshank

John and his team have looked after my finances for several years and I have always felt in safe hands. The advice I receive is always clear and comprehensive and John knows enough about me and my risk preferences to guide me to the right products in my portfolio. I would intend to continue to use RFP for many years to come as I move towards retirement.

Michael Pryor

I have been with Reed Financial for some years now, over 15 years, previous to that they handled the company pensions for an American manufacturing company that I operated in the UK.

John and his team over the years have been very helpful and supportive in dealing initially with the company pensions and then in more recent times my own pension planning.

They advised me on getting a final salary pension withdrawn from an English company that employed me and slotted that into the portfolio that I had established with Reed Financial. This was not an easy negotiation however they were very supportive in any questions I raised as this was done through a third party.

John holds regular six month reviews on the portfolio and their secure portal allows you to access the plan at any time.

The service is always prompt and exceptional with the office staff always available to help or direct enquiries. I have been very happy with their management of my portfolio and will continue to use them through my pensionable years

Jim Dalziel KMS-Kiosk Ltd

I have been a client with Reed Financial Planning Limited for almost one year.

During this time I have found the staff to have been extremely helpful, supportive, friendly and professional at all times

My consultations have all been done in the privacy of a private consulting room.

I have an effective Financial Adviser who has been extremely helpful, pleasant, informative and has made me feel comfortable at all times.

During my initial visit my Financial Adviser obtained an overview of my expectations and the reasons that I wanted to transfer to the Company.

An in-depth comprehensive study of my investments and personal profile was done prior to suggesting alternative ongoing positive plans  I received a comprehensive investment and planning report with a summary of the advice given.

I have a six-monthly review and can obtain an overview of what will be discussed at the meeting from the Company’s internal system, where I obtain access to my own Personal Financial Portal.

This is very beneficial and one I shall more readily.

I am very pleased that I have made the decision to transfer to Reed Financial Planning.

Anne McDiarmid

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Old Bank Building, Main Street, West Linton, Peeblesshire, EH46 7EE

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