What they say about us
Here is just a small sample of the many kind comments we have received from our clients
I moved from another company to Reed Financial Planning over a year ago and I have been very impressed with the service provided.
Juliet has done a fantastic job reviewing all my investments and took time to really understand my personal circumstances. Juliet and I met and built a tailor-made plan and as a result I now fully understand my financial position and all the option available to me.
The main benefit for me now is that I have lost the anxiety I had previously and for the first time I now feel fully informed and supported with my financial planning.
Most importantly I can contact Juliet directly at any time if I have any questions or concerns.Juliet has taken all the hard work out of the process and it is great to have the peace of mind knowing my finances are in order.
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.
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.
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They advised me on getting a final salary pension withdrawn from an English company that employed me and slotted that into the portfolio that I had established with Reed Financial.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
Address
Old Bank Building, Main Street, West Linton, Peeblesshire, EH46 7EE
Phone
T: 01968 662900
T: 07921 456 105
