Your Mortgage, Our Expertise, Your Future
At Innes Reid, we're dedicated to providing expert, impartial financial advice to help you achieve your goals and aspirations for life. As a Corporate Chartered Financial Advisers based in Chester since 1999, we have a passion for planning and are committed to delivering robust financial planning backed by the highest quality of personal service.
Our Services
We pride ourselves on offering a wide range of services to cater to our clients' diverse needs. Whether you're looking for personal financial planning, planning for your business, or seeking expert advice on inheritance tax, pensions, and retirement planning, we're here to help.
Financial Planning
Our financial planning service is designed to create a tailored plan that's personal to you. We take the time to understand your unique circumstances, goals, and aspirations to craft a bespoke plan that addresses your financial objectives.
Wealth Management
We offer a comprehensive wealth management service that allows you to tailor your investments to your personal goals and manage them all in one place. Our team of experts will work with you to create a personalized portfolio that aligns with your financial aspirations.
Pensions and Retirement Planning
Whether you're planning for the future or nearing retirement, our expert planning will help you achieve your aspirations. We'll work with you to create a strategy that ensures a comfortable retirement, taking into account your unique circumstances and goals.
Inheritance Tax
Our expert advice on inheritance tax will help you take care of your loved ones and their inheritance, giving you peace of mind and ensuring that your family's financial security is protected.
Why Choose Us
At Innes Reid, we're committed to building long-term relationships with our clients, providing expert advice in a down-to-earth, no-jargon approach. Our team of experts are passionate about improving clients' lives, dedicated to going the extra mile, and always in your corner.
Meet Our Team
Our team of experts are dedicated to making our clients feel at ease, listening to their stories, and understanding their unique circumstances and goals. Meet our award-winning team, completely passionate about improving clients' lives, dedicated to going the extra mile, and always in your corner.
Overview of Reviews
The reviews are overwhelmingly positive, with 17 out of 18 reviewers giving 5-star ratings. The reviewers praise the company's personalized advice, knowledgeable experts, friendly staff, and professionalism.
Positive Aspects
Expertise and Advice
Reviewers praise the company's experts, citing their knowledge and personalized advice. They appreciate the detailed reports and regular portfolio reviews that help them understand their financial situation.
Professionalism and Friendliness
The reviewers commend the company's professionalism, citing the friendly and approachable nature of the staff. They appreciate the prompt responses to their queries and the company's willingness to explain complex financial concepts in a clear manner.
Trust and Confidence
Many reviewers express their trust and confidence in the company, citing their long-term relationships and the company's ability to provide expert advice.
Negative Aspect
Disappointment and Unresponsiveness
One reviewer expresses disappointment with the company's lack of responsiveness and unprofessionalism, citing a lack of follow-up after an initial meeting.
