John Scott's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 5 )
Pensions ( 17 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 11 )
Auto Enrolment ( 2 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 9 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
Review
by a verified client in Midlothian
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Progressing in our careers and also as became parents wanted to start some financial planning
How has John Scott Davidson helped you?
He has completely guided us through the whole process and been very helpful
Have you seen the outcome you were hoping for?
Slowly starting to but a difficult Market and our main aim is to Plan for the future
What could they have done better?
Na
First impression
by a VouchedFor user
4 years ago
Overall
Please provide a brief comment about your experience with John Scott
I was contacted by another Financial adviser so didn't go ahead with John Davidson
Review
by a verified client in Midlothian
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term relationship with St James Place
How has John Scott Davidson helped you?
Regular review and advice regarding investment planning
Have you seen the outcome you were hoping for?
Yes I am very pleased with the performance of my portfolio.
Review
by a verified client in Midlothian
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We decided that careful long-term financial planning was required given our situation as a young family. We have always done fine with our money short-term, but investing for our future became a real priority. We felt that we needed advice in order to do that.
How has John Scott Davidson helped you?
Financial projections to retirement age and beyond, setting up investment portfolios for our children, providing advice on various other financial matters.
Have you seen the outcome you were hoping for?
Yes, and we will continue to see it for years to come.
What could they have done better?
Quite a volume of paperwork has been posted, but we have now signed up to go paperless - so this large use of paper is resolved.
Review
by a verified client in Berkshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed pension advice and insurance advice.
How has John Scott Davidson helped you?
John set us up with both our pensions and our insurance and checks up with us regularly regularly with progress and options.
Have you seen the outcome you were hoping for?
Yes, very much so thank you.
What could they have done better?
N/A