Innes Reid Investments

read moreMany people contact Innes Reid because they know they need independent financial advice. Whatever your circumstances or motivation for choosing us, you'll obviously want to know more about the services we offer and how we can provide the right solutions for you. To begin the process, here's how we guide and support you through the steps of your financial planning journey. We'll arrange an initial meeting at our expense, enabling us to learn more about you and vice versa. When getting to know you, we will gather detailed financial information about you to build a comprehensive picture of your current finances and future plans.

read moreWe have been bestowed the much coveted ‘Chartered' status by the Chartered Insurance Institute (CII) - a measure of the very highest standards of professional excellence and integrity. Chartered Financial Planner status is only awarded to firms with a "commitment to developing and maintaining the knowledge and capability of their people". It also shows that we abide by, and adhere to, a serious code of ethical practice and demonstrates our very clear commitment to our customers. People often wonder - what is a Chartered Financial Planner?

read moreHere, 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.