EIS Financial Services LTD Bewertungen 

Demonstrated and explained our current position and provided an excellent explanation of alternatives to meet our needs.
Presented in a clear way to allow appropriate choices.

I was informed of relevant pension options suitable for me and my own situation, in a friendly, professional manner but without pressure. I couldn't ask for more. I have since decided to opt for the options suggested to me for switching my AVCs and couldn't be more satisfied with that choice. Would thoroughly recommend.

I had financial advice from Danielle in Inverness and the service was excellent. Communication was good and all information was presented in a clear and informative way. All options are discussed and Danielle worked within my budget.
I would recommend using EIS Financial Services to colleagues.

Painless meetings and complicated financial stuff explained well. I also had a say in what was important to me as an investor such as ethical investments.

I had very little knowledge about my pensions and to be honest what parts of the information meant. Eddie made this very easy for me to understand and gave me the opportunity to ask questions without feeling uncomfortable with my lack of knowledge. He was very professional and very easy to talk to. I would wholeheartedly recommend on my experience.

Richard was very thorough in explaining everything and at assessing the level of risk I was happy with.
It was a nice easy process

The advisor was friendly, helpful and used language that we understood when describing our financial situation. Highly recommend EIS Financial Services

Clear, reassuring advice.....just what you need when you are planning your retirement and don't know where to start.
Eddie White has been fantastic....supporting me through each step of the way.

We have been dealing with EISFS for around 3 years and have had great support from Eddie White. He helped us navigate the world of pensions when we were having trouble accessing a Prudential pension from self employment. Very professional and reliable. Hope to continue with him into the future. Thank you

I was grateful and reassured to receive practical and sensible advice from Ross from EIS financial services. He took time to listen and get to know what we were looking for. I would recommend Ross personally and the service also for anyone who is trying to organise finances whether thinking about retirement or not. Really appreciate the advice received.

Very helpful advice given by Eddie. Patiently explains things. Always polite and friendly.

Great support and advice in setting up a personal pension plan. I feel confident in the advice I was given and that is has been tailored to my needs.
I know there will be continued support and is reassuring as I make provision for my retirement.

Danielle helped us focus on future money matters - and gave us clear unambiguous options in all our online Teams links - she was very prompt in answering our email questions and knew all the relevant legislation too! We're very pleased to have had help from her and will be continuing with the service.

Very happy with the personable, honest and useful information/service from Ross/EIS financial services. Thank you! S & R

As someone who was very unsure about my pension situation, I can't recommend Ross Adams highly enough. We several conversations, initially on Teams then in person. Ross was able to explain my options very clearly, no pressure was applied to sign up. Ross was most helpful with the form filling and guided me every step of the way. Thanks Ross.

Excellent service. Provided the service required at the time arranged.
Danielle Griffiths was extremely professional in her effort to sort my pensions.

We had an excellent experience with Danielle.

Her key attributes were:
clarity - a superb communicator;
attention to detail - thorough background research;
efficiency - immediate actions/ responses.

We had the utmost confidence in Danielle's advice.

Gorgon Young was extremely efficient and professional in helping me with my pension. He managed to set up paying extra into a private pension scheme.

Very helpful, indeed. The technical advice was all explained in terms my wife and I could understand. There was no pressure at all to "sign up" and plenty of time was provided for deliberation, consideration and consultation before we agreed to anything regarding our financial investments. When decisions were made, everything went smoothly and with minimal stress. Recommended!

Ross Adams was extremely helpful and knowledgeable when I discussed retirement options with him. Explanations of various options re retirement were very clearly explained. Thanks, Ross.