What they say about us
Here is just a small sample of the many kind comments we have received from our clients
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.
On the recommendation of two friends, I approached Reed Financial Planning for advice on how to invest a sum of money that had come to me through an inheritance. Having had no experience of this kind of financial planning, it was important for me to work with someone who could give me advice in a language I can understand. A meeting was arranged for me to see Juliet Harrison. From the outset, Juliet displayed the balance or friendliness, professionalism and patience that I was looking for. I feel reassured by advice she has given so far and look forward to continuing to have dealings with her and the rest of the team at Reed Financial Planning.
Just a quick note to thank you and your colleagues at REED FP for arranging a smooth transfer and for managing to secure that first monthly payment into my account right on the button of 1 March!!
Outstanding!
After being a client for 2 years with Reed Financial Planning I am very happy with John and his company.
Would happily recommend his services to anyone.
Address
Old Bank Building, Main Street, West Linton, Peeblesshire, EH46 7EE
Phone
T: 01968 662900
T: 07921 456 105
