Financial planning explained

 
 
 
 
 
 
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Cat Lyall 
 
8 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We’ve used Achieve for years, and with their invaluable advice, have achieved a retirement house and funds for retirement. Great, friendly staff
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Laura Nicolson 
 
19 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been financially advised by James Sinclair of Achieve Financial Planning since 2009 when he set up as an independent adviser. My husband and I were advised initially when we retired and the service was excellent. James was always available to assist at any time with matters big or small. We meet up annually in person for a review which is always a happy occasion. When my husband died Bruce Paterson was very helpful with sorting out financial matters. I have no hesitation in recommending Achieve Financial Planning.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Peter Shaw 
 
25 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
We met Bruce for our annual planning meeting and as usual he was very professional and explained everything so we could understand it.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Sheila Campbell 
 
29 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent service from Achieve Financial Planning and in particular from Bruce Paterson.    Bruce is the ultimate professional and his advice is always clear, concise and easy to understand.    Can highly recommend them.
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 martin keyes 
 
87 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
Very reliable and sound advice listenens to your needs with no pressure very friendly and reasonable priced
Bruce was very professional
  
 
 
 
 
 
 Posted on Google  
 
  
 
 
 Julie Pyke 
 
107 days ago
 
 
 Trustindex verifies that the original source of the review is Google. 
I approached Achieve Financial Planning with absolutely no idea of what I wanted to do with monies I had inherited and felt very insecure about investing.  I was immediately made to feel at ease and comfortable and I am confident in the advice given and the extensive knowledge staff have, making me feel secure with the investments made.  I would highly recommend Bruce Paterson and Achieve financial Planning as they are very supportive, keep you well informed and I look forward to their continued support in the future.