Client Stories
Everyone has a different financial story. That’s why we are so proud when our clients tell us how our support and impartial financial advice over the years has helped to improve their quality of life and peace of mind.
Since 1999, we’ve helped our clients to retire early, organise savings, clear debt, maximise pensions, create legacies, reduce tax, fulfil financial plans and gain stability – whilst feeling like they are ‘part of one big family’.
Ken – Retire on your terms, the benefits of a financial plan.
A client since 2019
“I’m a university tutor and have been teaching for the best part of three decades. As I came into my 60’s I realised I was fast approaching retirement but didn’t have a real plan.
I had accumulated pensions and investments but I wasn’t sure if they would sustain me through retirement. I wasn’t in control of the situation it was becoming more and more apparent that I needed a financial expert and reassurance for the next milestone in my life.”
Anne – From retirement stress to success.
A client since 2017
“I worked for a bank for 38 years, my husband is self-employed and we had our daughter Isabelle, later on in life. So, there were many elements to our lives that we needed to really think about and protect for the future.
As I was coming up to 55 I realised that I actually needed to take some advice on the next stage of my life. I wanted the reassurance I could retire early without any complicated, stressful decisions left to chance.”
LeRoy – Achieving early retirement.
A client since 2019
“I still like to say I’m a southerner, however I’ve been here in Chester for 38 years. I’ve spent my career working for a global health care company in some-what high pressured roles. The opportunity arose to take redundancy and retire early and that’s the point where Innes Reid really gave me the confidence to step into this new milestone in my life.”
Karen – Ensuring a confident financial future.
A client since 2008
“We have owned our own business, for 17 years now. We needed advice for our pensions and investments but we also needed the reassurance we were making the right financial decisions for our future.
Taking independent financial advice just gave us overwhelming confidence. We now know we are making the business work for us effectively.”
James – The power of early financial planning.
A client since 2009
“I work in corporate finance, as much as I know how the industry work’s I still want to make sure I have independent advice for my personal finances. I’m great with other people’s money but I need to make sure someone’s looking after my money.
I came to Innes Reid early on in my career, I was on an upward curve and was initially seeking guidance on my pensions, tax implications. I wanted to make sure my money was working hard for me while I concentrated on my career.”
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between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk