As independent financial advisors in Edinburgh, we like to know whether our clients are happy with our financial services, so we asked a consultant to do some client research on our behalf.
In their own words, this is what some of our clients said about our services and reputation:
“I like Grant personally. Gave me lots of advice. Tried hard… Like his interest in the family side. I view Grant as my financial adviser. It’s a personal relationship. My feelings are warm and positive. He’s a good listener.” (Client – Edinburgh)
“Always very efficient. Always made money…” (Client – Scottish Borders)
“I like their informality, that they’re down-to-earth. They’re empathetic to people’s needs. Helpful, thorough, send detailed letters. I like their approach to financial services. Quite relaxed.” (Client – Edinburgh)
“Grant and Duncan are very approachable – nothing’s too much trouble, if you’re concerned about anything. If you ask them a simple question, they don’t laugh at you. Not stuffy at all. A mix of a more personal service and more active management. A couple of great people – feel very comfortable in their company. Feel can talk to them about anything at all.” (Mr & Mrs Clunie – Edinburgh)
“Very personable and advice is always straight forward to follow. Very clear. I feel comfortable with Grant’s advice. The result has been steady investment growth.” (Dr & Mrs Bond – Edinburgh)
“Anything we ask about we get proper advice on. Very efficient. Grant is a very pleasant man who’d do anything for you.” (Client – Aberdeenshire)
You can see more client testimonials on our home page.
If you’re looking for independent financial advisors in Edinburgh, please call or email us for a no-obligation meeting so that we can give you some options.