Ryan's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 10 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 2 )
Financial Planning ( 8 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Dumfriesshire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inherited money
How has Ryan Watt helped you?
Investment advise
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Happy so far
Review
by a verified client in Lanarkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning/upcoming retirement
How has Ryan Watt helped you?
Provided advice and proposed investment opportunities
Have you seen the outcome you were hoping for?
Too early to say
What could they have done better?
Took a bit time to receive report after the initial meeting
Review
by a verified client in Dunbartonshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How to manage the proceeds of divorce and the best means to pay my legal fees
How has Ryan Watt helped you?
He has made recommendations and now trying to work out what my pensions will be worth and how much I can spend on a property.
Have you seen the outcome you were hoping for?
It’s still a work in progress
Review
by a verified client in Lanarkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Divorce
How has Ryan Watt helped you?
Sorted my affairs without me worrying about it
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can't think of anything
Review
by a verified client in Lanarkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with McCreas for a number of years and was recently assigned to Ryan after another colleague moved role.
How has Ryan Watt helped you?
Ryan was exceptionally helpful, friendly and professional. Spent time getting to know me and my circumstances and provided insightful advice about withdrawals from investments.
Have you seen the outcome you were hoping for?
Yes.