Innes Reid Investments Limited

Innes Reid have been managing my wife’s and my investments, as well as my private pension, for the past four years. They’ve been consistently open, honest and genuinely professional, providing a personal service tailored to our needs. David Foulkes has been an excellent point of contact throughout, communicating clearly and keeping everything straightforward and well explained. I would highly recommend Innes Reid to anyone looking for financial advice. Having a local, experienced and trusted adviser you can meet face-to-face has been invaluable.

My wife and I have been clients of Innes Reid for 4 years now and continue to be very satisfied with the servce we have received. We particularly appreciate the personal service we have received, genuine listening to our wishes and with no pressure applied to follow advice given. I unreservedly recommend this company to anyone looking for financial advice or planning.

We (both for myself and my wife) have been supported by Craig for many year as our financial advisor. He is very professional and very friendly too, helped us in our planning, investment and pension management, etc. He comes to us annually to update and review our portfolios. We can always ring him for advice throughout the year. Any action required as outcomes of our discussions have always been taken promptly and effectively. We are very happy with his service as part of Innes Reid!

I contacted Innes Reid more than 5 years ago and after initial free consultation I started working with Daniel Roberts on my retirement plan. It was great to consolidate all my pensions and get written projections if what I could expect to receive. It was definitely a joint effort with Daniel asking all the right questions. Sometimes in spite of what is written down you need someone to say yes you will have enough money don't panic. I know that as well as an annual review I can contact Daniel for any one off advice by phone or e mail. I like the information which they regularly send out by e mail. I have had good service from Innes and Reid and specifically Daniel. Thanks to all.

Daniel Roberts at Innes Reid has looked after our financial affairs and investments for many years now. We have greatly appreciated the fact that we have had our portfolio managed by the same adviser, giving us the confidence and assurance that Daniel really understands our requirements which have naturally evolved over the years. The service we have received from Daniel always has been excellent, our investments have performed well and we wouldn't hesitate to recommend him or Innes Reid