Innes Reid Investments Limited - Chester

Address: Dee House, Hoole Rd, Chester CH2 3NJ, United Kingdom.
Phone: 1244347583.
Website: innesreid.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 44 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Innes Reid Investments Limited

1244347583

Innes Reid Investments Limited is a financial planning firm located at Dee House, Hoole Rd, Chester CH2 3NJ, United Kingdom. They can be reached by phone at

Reviews of Innes Reid Investments Limited

Innes Reid Investments Limited - Chester

Claire Gloyne-Phillips

5/5

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

Karen Howes

5/5

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.

Carmel Pearson

5/5

I can't remember how long I have used Innes Reid Investments Ltd for my financial planning, but it's been a long time. Daniel Roberts has been my advisor from the outset. He has always taken the time to fully explain & ensure that I understand any changes that are deemed necessary. I find the personal, face to face service that they offer is much more rewarding. Internet & telephone only offerings that others supply, do not suit me (although this is available if you wish). They are local to me and feel like friends!!

John Fletcher

5/5

Financial planning can be a minefield and I'd liked to think I knew quite a lot of the basics already. However, since being referred to Innes Reid, I realised just how little I knew, particularly as the financial and political landscapes change.
Daniel of Innes Reid has been a comfort to us as we explored the opportunities and steps needed to maximise our retirement income. Ever professional and knowledgeable, he is always available to give us honest and patient advice, without being prescriptive. Innes Reid have become an integral part of our retirement journey and we greatly value our relationship and their help over the past few years. We wouldn't use any other company.

Kim and Tony Hulbert

5/5

Innes Reid and Mark Reidford have been successful financial advisors for us, always providing sound, honest opinion & guidance. We have already recommended them to other family and friends & would have no hesitation in continuing to do so.

MICHAEL WOOLRICH

5/5

I have been with Innes Reid for 30 years now. I have recently retired. I have always been provided with very good advice, particularly by my current long-term financial adviser Craig Kennedy. He has advised me regularly on the status of my pension plan and when it was best to make any changes. It has grown well, although admittedly not so much in the last few difficult economical years, and I have trust and am confident that Craig/Innes Reid will recommend appropriate action when I start to withdraw and manage it.

Gordon Lorraine

5/5

Following upon a presentation by Mark Reidford at our local U3A several years ago I entrusted my existing investment portfolio to his care, and in subsequent years have regularly added to this. I have been very happy with the quality of his advice and the bi-annual portfolio reviews of progress. A very professional company!

laurence masters

5/5

We have been customers of Innes Reid for some years now and are very pleased with their services. Clive has been fantastic and has given us great advice, always happy to help and very patient with our questions and doubts. I would definitely recommend them to anyone looking for exceptional, honest financial advice.