Innes Reid Investments Limited

About Us

Innes Reid are extremely proud to have been awarded the much coveted 'Chartered Financial Planners' title by the Chartered Insurance Institute (CII).  The award of Chartered title is strictly controlled by the Privy Council and is an objective measure of the very highest standards of professionalism.

Chartered status is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice and is the gold standard of what is generally accepted as an emerging new profession. We are one of around 440 Chartered Financial Planners in the UK (the Financial Services Authority currently regulates about 29,000 firms, which indicates the value of the award).

Achieving the prestigious Chartered status will help us to continue to attract and retain the industry's most talented professionals who want to work for ambitious, principled organisations.

We believe that Corporate Chartered status demonstrates our very clear commitment to our clients. It also recognises the quality of our advice and service, and clearly sets us apart from our competitors.

We advise on a wide range of financial planning issues including: Investment Planning, Retirement Planning, Estate Planning, Protection and Taxation. Our aim is to help investors make more from their money by providing the best information and the best service. 

By doing this well, we aspire to become our clients only port of call for investments and financial planning. As our clients investments prosper, we hope that they will give us more of their business. If we meet their expectations, then we hope they will also refer friends and family to us.

Our financial planners are truly independent financial advisers (IFAs) - they work for YOU the client. The main focus of our business is for UK private individuals but we also act for private companies, partnerships and sole traders.

In summary, we offer our clients a personal service, honesty, professionalism and value for money. Innes Reid has become successful by listening to our clients and responding to their needs over the years.