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Why Innes Reid?

Here, at Innes Reid, we believe that we have the credibility and expertise to offer solid and impartial financial advice for every financial product or service we recommend, across the whole market, that suits your personal circumstances.

Whether it be for investment opportunities, improving tax efficiency, planning and saving for your retirement, financing your personal goals or protecting your family or business, Innes Reid has the specialists to help and guide you through the whole process.

Although we are service driven, our aim is to provide a very, relaxed and friendly environment where people receive the best financial planning advice, and we take on the responsibility of providing the advice, providing the administration and providing the ongoing support.

We operate in a hugely, competitive market and therefore constantly strive to enhance the services that we provide to stay ahead of our competition. At Innes Reid we are constantly re-investing in technology. Our research tools enable us to deliver real-time results to our clients – keeping us ahead of our competition,

What excites Innes Reid most is see our clients appreciate the advice that we give, to see them benefit and to see them achieve their goals.

We are have been awarded the much coveted ‘Chartered’ status by the Chartered Insurance Institute (CII) – a measure of the very highest standards of professionalism and currently only held by approximately 440 financial planning companies in the UK.

We have been voted No. 1 in Chester, on two occasions, by the FT Adviser Mystery Shopper Survey, which endorses everything we try to do for our customers – helping them to secure their financial future without exposing them to unnecessary risks.

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk