What they say about us
Here is just a small sample of the many kind comments we have received from our clients
John and the team’s support has been invaluable over the past 2 years providing my family with clear advice and guidance across a variety of pension, investment and assurance planning needs.
It has placed us in a much stronger financial position where we now have a clear investment plan, access to an investment portal to provide us with real time updates on our position and a dedicated and responsive team that provides clear and jargon free ongoing support.
I cannot recommend Reed Financial Planning highly enough. I transferred to them from a larger IFA as I felt I was being overcharged and undervalued as a customer. John and his colleagues have completely reversed that trend. I feel my personal financial position is well understood and I am completely confident that they have supported me in making the correct decisions for myself and my family.
I look forward to their support and advice as I move toward retirement and beyond.
John has supported my business, colleagues, and myself for over 20 years. I appreciate his direct and clear presentation of points which can, at times, be complex and emotive, given the impact that these decisions, taken today, will have on, wealth and lifestyle in the future.
I enjoy the clarity that the various modelling tools used can bring to understanding and the decision-making process. A well as the personal finance portal that allows me to monitor the direction that investments are taking and to seek specific advice accordingly.
I would like to recommend both John in particular, and his staff for continuing to provide a service which I consider to be precise and informative while at the same time both forward thinking and secure.
I am happy to let Reed Financial Planning take care of my financial business as I head towards retirement and I am confident that any choices made by myself based on advice from John will be the correct ones.
Address
Old Bank Building, Main Street, West Linton, Peeblesshire, EH46 7EE
Phone
T: 01968 662900
T: 07921 456 105
