Mark's reviews
Reviewed for
Insurance and Protection ( 22 )
Mortgages ( 19 )
Pensions ( 62 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 4 )
Investments and Savings ( 60 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 14 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 18 )
Financial Mentoring ( 3 )
Financial Coaching ( 5 )
( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 16 )
£100k - £200k ( 10 )
Up to £50k ( 5 )
£50k - 100k ( 9 )
Review
by a verified client in Merseyside
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mark looked after my late mother's affairs and is advising me over my inheritance
How has Mark Reidford helped you?
By managing my investments
Have you seen the outcome you were hoping for?
Yes
Mark:
Thank you for your 5 star review for Innes Reid's financial planning. We really appreciate you taking the time to review our financial advice and the overall service you continue to receive from our team.Review
by a verified client in Cheshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted impartial and expert advice on investments and putting our savings in the best place.
How has Mark Reidford helped you?
He has actively listened to our wishes for our retirement plans and has given us independent financial guidance that meets our needs. We have been with Mark for 10 years and have come to trust in his advice.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, Mark and his team have always been very professional and friendly. If we have had any unexpected financial issues we have always contacted Mark and he responds very quickly to sort things out with us.
Mark:
Thank you for such a wonderful, honest review for Innes Reid! It’s been a pleasure working with you for the last 10 years and I’m really glad you continue to trust our advice and support to help you achieve your financial goals. Your review will be very helpful to people looking to navigate the financial planning landscape.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To invest savings
How has Mark Reidford helped you?
Good advice on pensions and growth of savings.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Very happy with service.
Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed wealth management due to inheritance.
How has Mark Reidford helped you?
Mark has been of invaluable help as he has advised me on many aspects of financial planning, which has provided me with an income from my investments.
Have you seen the outcome you were hoping for?
Yes Mark has helped me by providing an income from my investments.
What could they have done better?
Nothing really as I am very happy with his service.
Mark:
Thank you for choosing Innes Reid to provide sound advice on your inheritance and to deliver a financial plan for your investments. It's really great to work with you and give you confidence in the future of your finances. Thank you for your 5 star review.Review
by a verified client in Cheshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We had savings which we weren’t managing properly and needed advice and guidance.
How has Mark Reidford helped you?
He has given us excellent advice and always explains the reasons for his recommendations. We completely trust his judgement.
Have you seen the outcome you were hoping for?
The outcome has surpassed our expectations.
What could they have done better?
We honestly can’t think of anything he could have done better.
Mark:
It's excellent to know the value we bring to your financial confidence. Thank you for putting your trust in Innes Reid for your financial planning. It's really great to be a part of your journey.