EIS Financial Services LTD Avis 

Navigating my way through the SPPA and pensions and lump sums and the McLeod judgement was a nightmare, and then someone gave me a name and number. Steven Haldane has provided excellent advice under the auspices of EISFS.. I feel safe in his and their hands.

Steve Haldane was extremely helpful in explaining all my options for planning my retirement. He gave me several clear options based on different retirement ages and this will allow me to plan for the future. He is very knowledgeable and answered any queries I had, and I now feel I can now make the best financial decisions for the future.

Having used EIS for Superannuation (NHS Pension) advice, I would highly recommend this company and in particular, Steven Haldane. Steven’s approach of practicality, personal-centred and friendly while being hugely knowledgeable made, what is a minefield, totally understandable for me.

Would highly recommend EIS Financial Services LTD and in particular Steven for all things NHS pension.

Thank you!

Had a couple of meetings with Steven Haldane. He was excellent- taking time to understand my situation and giving me good practical advice about how to process my retirement application to SPPA and the best options for me.

Had an online meeting with Neil McDowall yesterday and he was so helpful and supportive. He explained everything clearly and ensured I understood the complexities of retiring. He offered help for the future, moving forward. Would definitely recommend his knowledge and professionalism to colleagues.

Neil McDowell explained every question I had in clear understandable terms. Making the whole process simple to understand and alleviate the stress I had put myself in.

Fiona provided excellent advice, tailored to my needs. Clear, professional, and thorough, I now feel confident about my pension plan. Highly recommended!

EIS financial advisor searched hundreds of schemes and recommended to transfer accumulated pension pot to Quilter (Jan 2022). In fact, it was a EIS pension product hosted on the Quilter Investment Platform.

The portfolio ultimately performed poorly and EISFS wrote to customers of my portfolio in April 2024 to advise they were recommending a switch to a new portfolio. The new portfolio required customers to pay a compulsory additional annual fee (on top of the usual pension fees and Quilter platform fee) for ‘ongoing service’, which mainly entitles customers to an annual review to check if your attitude to risk has changed etc.

I asked for an alternative portfolio without ongoing service (which I’d decided I did not need and had opted out of in my original consultation).

Eventually a call was arranged with another advisor who contacted me to say she had paperwork together for an alternative portfolio and asking for my availability which I provided. After two months and no reply to my email requesting an update I decided to transfer my pension away from Quilter.

UPDATED 07/08/24: I was contacted by Jason who apologised for the failures that lead to me transferring my pension away from EISFS, and posting this review, and offered me a £50 Marks and Spencer’s voucher.

Ross Adams was very helpful and explained various pension options. He was great at following-up on meetings and responding to emails promptly. Pleasant and approachable manner, made us feel at ease. We would highly recommend him.

We would highly recommend Ross Adams. He took lots of time to discuss and explain our options. Ross came up with pension options with tax relief we would never of thought of.
Great service !

Excellent service. Eddie put me at my ease and gave greater explanation and help where required in a professional, friendly, relaxed way.

This company go the extra mile to listen to and really understand their clients… nothing is too much trouble for them… they respond to any queries quickly and very efficiently!

Was feeling a little lost regarding pensions and had a call with Fiona Green. Fiona is excellent and explained everything clearly. Fiona was able to look at different scenarios and options available. EXCELLENT!

Just wanted to give a shout out to Fiona Green from EIS Financial Services, whose CLEAR, CONCISE information made it very simple for me to understand my options, at the age I am at. The retirement option, investment plan was clearly explained to me, and Fiona CLARIFIED any queries I had. This has been a great option for me, and I urge anyone who has not looked at retirement options to seek out advice from EISFS and Fiona.

I could not be happier with the service I have received from Richard Hemsley at EISFS! In all our meetings, Richard has presented as professional, knowledgeable, efficient, friendly, helpful and approachable. Initially, I was quite nervous about contacting EISFS as I felt out of my comfort zone. From the outset though, Richard managed to put me at ease. He has taken the time to explain everything clearly to me and to answer all my questions. I was delighted with the options he presented to me. The advice I have received has been brilliant and I am definitely acting on it! I would highly recommend EISFS to others!

I was looking for pension advice and my sister recommended Allan Lees (she is a client of his). Allan was very down to earth, knowledgeable and the advice given was excellent. I have proceeded with his advice.

Great service. Allan has vast knowledge of investment and pension planning.

Sound advice, all explained clearly, in language which I understood. Time to refect in between appointments and a choice of how to meet - online or face to face. A chance to read & digest the documents before the second meeting.

Richard Hemsley
Personable and professional. First class service and in my opinion I would VERY highly recommend him. A pleasure to deal with.

Would highly recommend Gordon Young to help with your finances
I’m approaching retirement age and needed advice with my pension pot
Gordon was very friendly and clearly has lots of expert advice to give - especially as I’m not really clued up and he explained everything 100%