Lisa's reviews
Reviewed for
Mortgages ( 1 )
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 17 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 17 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 2 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Aberdeenshire
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing for early retirement
How has Lisa Tait helped you?
Financial planning and managing investments
Have you seen the outcome you were hoping for?
yes very happy with the advice and outcome
What could they have done better?
Very happy with current service
Review
by a verified client in Aberdeenshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have a long term relationship with Anderson, Anderson and Brown. Lisa is my financial planner.
How has Lisa Tait helped you?
Financial planning and dealing with my Dad’s estate and setting everything up financially for my mum. Also gave my wife good advice on her pension
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Everything was professional and quality
Review
by a verified client in Aberdeenshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
While on the golf course with a friend, I was telling him that I had been dabbling on the stock market but was finding very time consuming, he said he had stopped doing that years ago and now had a financial advisor who looked after everything for him.
How has Lisa Tait helped you?
Lisa has taken my financial investing and retirement worries away
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Lisa
Very knowledgeable in her field ,always has the answers to all my questions
Review
by a verified client in Aberdeenshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required an expert to arrange retirement funds & pensions when circumstances changed. Supported me personally following my husband’s death & legal process ongoing .
How has Lisa Tait helped you?
Friendly , expert in her field & easily approachable with a full understanding of client’s requirements .
Have you seen the outcome you were hoping for?
Yes & know I can be in touch with Lisa at any time I feel it may necessary.
What could they have done better?
Can’t imagine. A pleasure having help .