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What do our clients say about us?

Please find a selection of views offered by our clients on the advice and services we have provided to them.

stocks

“We have dealt with Ian since he came to Martin Aitken Financial Services and have enjoyed an excellent relationship with him. He has helped us update and maximise our portfolio, with good advice and excellent results in all areas of general financial planning, investments and tax planning.

Their charges have also been very clearly explained to us by him. He is always forthcoming with ideas he thinks may benefit our situation. We have required some changes in the last few years and these have always been executed with speed and efficiency. Simply, we rely on him.” 

Jane, Perthshire

“Ian listens to me, he is easy to talk to, he answers my questions clearly in a way I can understand. He has an excellent knowledge. He responds to my emails/telephone calls immediately. I completely trust his advice and recommendations."

Rhona, Perthshire

“Adviser is knowledgeable in all aspects of financial planning. His service is second to none and always delivers on time." 

Hector, Renfrewshire

"Pre retirement I was introduced to Ian by a friend who was a former employee of both Standard Life and Martin Aitken. He advised at the outset changes to where we were with the previous advisers with regards to lump sum and best way to deal with same. This advice proved to be first class and our pension portfolio has been excellent since the outset. Ian visits us twice yearly and his advice has always proved beneficial to us."

Charles, PerthshireGrowth support

“Ian listens to me. My situation and goals may not be normal but he accepts what I want and plans accordingly. He uses language I can understand and provides a simple summary of all investments.

I have been able to approach Ian on a number of occasions with problems and queries and they have been handled efficiently with good advice given. Even when Ian is on holiday or not available his team can deal with any issues I may have. Ian makes my decisions a pleasure rather than a trauma. I always enjoy and look forward to his visits.”

Elspeth, Stirlingshire

“Taking the time to review our personal situation and to give practical solutions to our long term aims.

Helping the whole family so that we feel confident Iain can help us in the future when circumstances change - he has a knowledge and understanding of our family situation. Giving regular updates and chasing up a particular question we have re inheritance tax."

Amanda, Dunbartonshire.

"Ian Finch has been our IFA for more than 20 years. In that time we have followed him in his various posts and that alone tells of our satisfaction. He is extremely knowledgeable, concise,courteous, honest in all dealings (even when the news could be bettter).

His integrity in unquestionable. He has consistently been at the forefront and top of his profession. His advice is invaluable to my wife and I. We would not go elsewhere except if Ian Finch changed jobs. He is a credit to himeself, his company and his profession."

Harvard, Argyll

"Ian has totally understood my requirements, goals, etc. and has provided a very professional service. He has listened to my requests for advice when my situation changes and acted accordingly, offering and explaining fully any recommendations. He has been exceptional in helping me to manage the finances of my wife who has dementia and is resident in a care centre. Charges are reasonable."

William Cooper, LanarkshireAssurance

"Ian has been our financial adviser for a number of years and during that time we have been impressed with the depth of his professional knowledge and his willingness to go the extra mile in identifying the right investment for us.

He has consistently offered sound and appropriate financial advice whilst considering our circumstances and attitude towards risk. He takes time discussing and explaining different opportunities for investment with us. His considered approach coupled with his knowledge of the financial marketplace set him apart from other IFAs."

David, Lanarkshire

"Ian is always on top of new legislation and being independent means he can advise across the whole spectrum. He follows markets and tracks performance and gives advice on products accordingly to maximise return. He communicates clearly and is very professional.

He is happy to go through any questions I may have and advises on the best course of action in looking after my financial security taking into account my appetite for risk. I would not hesitate to recommend his services to others and have done on a number of occasions."

Sarah, Argyll, Personal Assistant