EIS Financial Services LTD Avis 

99
TrustScore 5 sur 5

4,8

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Lisez les avis des autres

Noté 5 sur 5 étoiles

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 t... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

Our dealings with EIS Financial Services has always been top notch. When our last advisor moved on we were quickly appointed a new advisor (Richard Hemsley). He very smoothly took over and has been... Voir plus

Noté 4 sur 5 étoiles

Allan Lees was very easy to deal with, friendly and upfront about any costs. He also used straightforward language to explain things and always tried to answer any extra questions I had. Hopefully, th... Voir plus

Noté 5 sur 5 étoiles

I wanted to say what a fantastic financial advisor Eddie White is. I am sure I drive him insane sometimes as I am so financially 'unsavvy' and need everything explained at N3 level but he is amazing.... Voir plus

À propos de l'entreprise

  1. Conseiller financier

Écrit par l'entreprise

EIS Financial Services Ltd was established in 1990 by the Educational Institute of Scotland (EIS) to provide financial advice for EIS members and their families and friends. EIS Financial Services Ltd was acquired in March 2020 by Cornmarket Insurance Services and remains the preferred partner of the EIS, looking after the financial needs of its members. Cornmarket has been supporting the financial needs of teachers and members of the public sector in Ireland for over 50 years. EISFS is the only financial service provider to be endorsed by the EIS union and we specialise in delivering straightforward, easy to understand and impartial financial planning. We operate principally in Scotland, looking after the financial needs of teachers and educational specialists. Our office is based in Glasgow within the EIS building. Whilst we are the pensions experts for teachers and lecturers in Scottish education, we can also advise on a wider range of services including investment planning and life insurance.


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

99 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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4,8

Tous les avis

(99)

6 avis reçus au cours des 12 derniers mois

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Noté 5 sur 5 étoiles

Excellent clear advice

Demonstrated and explained our current position and provided an excellent explanation of alternatives to meet our needs.
Presented in a clear way to allow appropriate choices.

11 novembre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Jan, I really appreciate you taking the time to leave such a detailed review. Jason Quilty MD

Noté 5 sur 5 étoiles

Advice and options that suited me perfectly.

I was informed of relevant pension options suitable for me and my own situation, in a friendly, professional manner but without pressure. I couldn't ask for more. I have since decided to opt for the options suggested to me for switching my AVCs and couldn't be more satisfied with that choice. Would thoroughly recommend.

14 novembre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Catriona for taking the time to leave such a detailed review and I am delighted that you were happy with the service that you received. I will pass your feedback on to Danielle. Jason Quilty MD

Noté 5 sur 5 étoiles

Very professional service

I had financial advice from Danielle in Inverness and the service was excellent. Communication was good and all information was presented in a clear and informative way. All options are discussed and Danielle worked within my budget.
I would recommend using EIS Financial Services to colleagues.

16 novembre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Sarah for taking the time to leave such a detailed review and I am delighted that you were happy with the service that you received. I will pass your feedback on to Danielle. Jason Quilty MD

Noté 5 sur 5 étoiles

Pain free financial advice

Painless meetings and complicated financial stuff explained well. I also had a say in what was important to me as an investor such as ethical investments.

25 octobre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Lindsey, I really appreciate you taking time to leave such a comprehensive review. Jason Quilty MD

Noté 5 sur 5 étoiles

Future pension planning

I had very little knowledge about my pensions and to be honest what parts of the information meant. Eddie made this very easy for me to understand and gave me the opportunity to ask questions without feeling uncomfortable with my lack of knowledge. He was very professional and very easy to talk to. I would wholeheartedly recommend on my experience.

26 octobre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Hazel, we really appreciate you taking the time to provide us with your feedback. I am delighted that you had such a good experience and I will pass on your comments to Eddie. Jason Quilty MD

Noté 5 sur 5 étoiles

Good advice

Richard was very thorough in explaining everything and at assessing the level of risk I was happy with.
It was a nice easy process

19 octobre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Irene, I really appreciate you taking the time to leave us a review and I am delighted that you were happy with the service that you received. Jason Quilty MD

Noté 5 sur 5 étoiles

Perfect Service

The advisor was friendly, helpful and used language that we understood when describing our financial situation. Highly recommend EIS Financial Services

26 septembre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Hi Paul, Thank you very much for taking the time to leave a review, I really appreciate your feedback and I will pass this on to Danielle. Jason Quilty MD

Noté 5 sur 5 étoiles

Totally supported!

Clear, reassuring advice.....just what you need when you are planning your retirement and don't know where to start.
Eddie White has been fantastic....supporting me through each step of the way.

23 septembre 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Miss Dobie, Thank you very much for leaving such a detailed and positive review. I really appreciate you taking the time to do this and I'll pass your feedback to Eddie. Jason Quilty MD

Noté 5 sur 5 étoiles

Excellent support with our pension planning

We have been dealing with EISFS for around 3 years and have had great support from Eddie White. He helped us navigate the world of pensions when we were having trouble accessing a Prudential pension from self employment. Very professional and reliable. Hope to continue with him into the future. Thank you

16 septembre 2022
Avis spontané
Noté 5 sur 5 étoiles

I was grateful and reassured to receive…

I was grateful and reassured to receive practical and sensible advice from Ross from EIS financial services. He took time to listen and get to know what we were looking for. I would recommend Ross personally and the service also for anyone who is trying to organise finances whether thinking about retirement or not. Really appreciate the advice received.

17 août 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Lesley, I really appreciate you taking the time to submit such a detailed review. I'll pass on your feedback to Ross. Jason Quilty MD

Noté 5 sur 5 étoiles

Very helpful advice given by Eddie

Very helpful advice given by Eddie. Patiently explains things. Always polite and friendly.

10 août 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Shelia, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Eddie went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Great support and advice

Great support and advice in setting up a personal pension plan. I feel confident in the advice I was given and that is has been tailored to my needs.
I know there will be continued support and is reassuring as I make provision for my retirement.

5 août 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Graham, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Eddie went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Danielle helped us focus on future…

Danielle helped us focus on future money matters - and gave us clear unambiguous options in all our online Teams links - she was very prompt in answering our email questions and knew all the relevant legislation too! We're very pleased to have had help from her and will be continuing with the service.

5 août 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Dorothy, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Danielle went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Very happy

Very happy with the personable, honest and useful information/service from Ross/EIS financial services. Thank you! S & R

12 juillet 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Sally, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Ross went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Excellent service

As someone who was very unsure about my pension situation, I can't recommend Ross Adams highly enough. We several conversations, initially on Teams then in person. Ross was able to explain my options very clearly, no pressure was applied to sign up. Ross was most helpful with the form filling and guided me every step of the way. Thanks Ross.

12 juillet 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Dorothy, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Ross went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Excellent service

Excellent service. Provided the service required at the time arranged.
Danielle Griffiths was extremely professional in her effort to sort my pensions.

28 juin 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Stephen, I really appreciate you taking the time to place a review and provide your feedback. Can I ask you with member of my team was looking after you. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Financial advice.

We had an excellent experience with Danielle.

Her key attributes were:
clarity - a superb communicator;
attention to detail - thorough background research;
efficiency - immediate actions/ responses.

We had the utmost confidence in Danielle's advice.

27 juin 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you Sean, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Danielle went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Gorgon Young was extremely efficient…

Gorgon Young was extremely efficient and professional in helping me with my pension. He managed to set up paying extra into a private pension scheme.

5 juin 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Thank you, we really appreciate you taking the time out to provide your feedback. Thanks for the great review and I am delighted to hear that your interaction with Gordon went well. Jason Quilty Managing Director

Noté 5 sur 5 étoiles

Very helpful

Very helpful, indeed. The technical advice was all explained in terms my wife and I could understand. There was no pressure at all to "sign up" and plenty of time was provided for deliberation, consideration and consultation before we agreed to anything regarding our financial investments. When decisions were made, everything went smoothly and with minimal stress. Recommended!

13 avril 2022
Avis spontané
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Réponse de EIS Financial Services LTD

Hi Robin, Thank you very much for leaving a review. We really appreciate your comments and feedback. Thank you Jason Quilty MD

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