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Innes Reid Investments Limited

4.9
★★★★★

(55)

About

Innes Reid Investments Limited is a leading independent financial advice firm in Chester. Our advisers deliver personalised wealth management and financial planning, tailoring pensions, investments, pension consolidation, inheritance tax and estate planning, with regular portfolio and annual reviews. We prioritise clear communication and long-term client relationships.

Reviews

★★★★★
4.9 (55)
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John Heselwood

4 weeks ago

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.

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Andrew Elphinston

6 months ago

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.

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Henry Hui

8 months ago

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!

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Claire Gloyne-Phillips

a year ago

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

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Charles Southall

a week ago

Dependable, informative, helpful and honest. The best part of this firm is that one can actually talk to them at any time.

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Phone numbers

Email addresses

  • info@innesreid.co.uk

Links

Services

  • Family
  • Financial and Property Issues
  • Estate Planning
  • Inheritance Tax

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