Independant financial advice
that's as individual as you are.

Meet Our Team

Our team are experts at making our clients feel at ease. We’re here to listen to your story and understand you and your families goals for life.

Meet our award-winning team, completely passionate about improving clients lives, dedicated to going the extra mile and always in your corner.

Find out more about Our Team

 
 
 
  Excellent  
    
 Based on 52 reviews 
 
 
  
 
 
 
 
 
 
 
 
  
 
 
 
  
 
 
 77miggles 
 
2025-09-11
 
 
  
Outstanding support from Daniel. Highly recommended. No more words required .
  
 
  
 
 
 
  
 
 
 ALLAN MACKENZIE 
 
2025-08-12
 
 
  
Excellent level of service provided by Mark and great financial advisory business - I would highly recommend Innes Reid.
  
 
  
 
 
 
  
 
 
 Sarah Boswell 
 
2025-07-13
 
 
  
I have been a client of Innes Reid for a few years now and have been very happy with the service provided. Mark is always very helpful and informative. I would recommend this company.
  
 
  
 
 
 
  
 
 
 Andrew Elphinston 
 
2025-07-10
 
 
  
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.
  
 
  
 
 
 
  
 
 
 Jeff Gunning 
 
2025-05-28
 
 
  
Always found Craig to be most helpful when dealing with issues that have occurred from time to time over the years we have been clients of Innes Reid Investments.
  
 
  
 
 
 
  
 
 
 Henry Hui 
 
2025-05-15
 
 
  
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!
  
 
  
 
 
 
  
 
 
 Diane Lamb 
 
2025-02-06
 
 
  
We have been a client of Innes Reid for 11 years and have always found them to be extremely helpful and knowledgeable.  We would have no hesitation in recommending them to other potential clients.   Diane and John Lamb
  
 
  
 
 
 
  
 
 
 Andy Cropper 
 
2025-01-15
 
 
  
Professional and friendly service
  
 
  
 
 
 
  
 
 
 Gwenan Williams 
 
2024-10-18
 
 
  
Daniel Roberts has looked after the private finances for our family business for some years now,  and has always given an excellent service. He takes time to keep us in the picture and answers any questions.
We are very satisfied with the service given by Innes Reid.
  
 
  
 
 
 
  
 
 
 Karen Howes 
 
2024-10-17
 
 
  
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.