EIS Financial Services LTD Reviews 99

Personal attention and friendly support. Being true to promises and getting back to us as soon as possible. Updating and keeping in touch with developments. Researching on our behalf and giving honest, balanced feedback allowing us space to make our own decisions.

When I contacted EIS Financial Services I needed someone to explain my pension and advise me now that I had reached 60. I had an initial meeting with Ross Adams who talked me through my sppa pension and AVC contributions, as well as setting out my options for a phased retiral. He has now helped me to move my AVC contributions so that I can have easier access if I need it, and explained the fees charged for his services. I am so glad I made the decision to get in touch with EIS Financial Services. Ross was extremely knowledgeable about teachers pensions and I will definitely be keeping in touch for advice once I have made a decision about retirement.

Ross was very approachable, patient and knowledgeable. He made information that seemed complicated and daunting to me, accessible ; this helped me to begin to understand and plan for my retirement options.Ross provided a bespoke approach for my particular circumstances and needs including advising me about additional possibly useful products, without putting me under pressure to purchase these. I feel much more knowledgeable and confident now about my retirement planning

Very professional manner, however friendly and amenable. Helpful and put us at ease. Explaining everything well. Couldn't fault them and would recommend them to others.

Richard was exceptionally knowledgeable and personable. He guided us through our options offering sound advice when asked.
Overall, an excellent experience.

The advisor was calm and clear in explaining my options and understanding my financial needs. He has been available to answer questions and help when I have had problems ! He is professional and friendly on his visits.

Our adviser was patient and clear in his advice. He helped us to see our various options, and to make informed decisions.

Friendly, knowledgeable advice, with plenty of opportunities to ask questions. I felt my wishes, concerns, and circumstances were being catered for.

Another great finance meeting with Allan Lees. I learn so much every time thanks to Allan's patience, honesty and excellent explanations. Greater understanding leads to greater confidence in the decisions I have to make and to greater satisfaction. Suggestions, guidance and advice are offered, not pushed. Annual updates are comprehensive encouraging me to look again at risk, capacity, etc. After many years benefitting from Eis Financial Services I am enjoying a secure, comfortable retirement. Thank you Allan and team.

I have been using EISFS for several years and I can thoroughly recommend their service. Approachable and knowledgeable. Ready to provide support at any level.

The friendliness and support throughout our business has been consistent and efficient. We enjoyed our meetings with our advisor and felt confident about our investments.

Knowledgeable. Good explanations

very helpful, understanding, professional. Was able to provide excellent advice and talk us through what to do.

Following a bereavement I received fantastic support and advice from Danielle Griffiths. The options she gave me were explained fully and clearly, and nothing was too much trouble for her. I would have been lost without her help

A great experience, very helpful, supportive and experienced. What seemed like a complicated issue to me was easily arranged by the advisor who has set me up with a really good solution now I have recently retired.

I found all the advice easy to follow and if I didn't understand anything, Ross was able to explain it at a level I understood.

Ross Adams gave great advice, was able to answer any questions in a clear and concise manner and understood exactly what we required to plan for our future. I highly recommend the this service.

Richard is very friendly and approachable. He had prepared well for my financial health clinic and gave me very good advice which I have acted on. He is knowledgeable and the advice he has given to me takes into consideration my financial needs for my retirement and this gives me peace of mind. Many thanks to Richard Hemsley for this.