CP, Isle of Skye
Testimonial
“As a novice looking for advice on financial planning, I have found Achieve to be both understanding and responsive. Issues have been clearly explained and queries always rapidly replied to by Bruce, who is both knowledgeable and very approachable.
I am very happy with my relationship with Achieve.”
KM, Inverness
Testimonial
“I have been a client of Achieve for a short period of time.
The team are very friendly and professional. I am always made to feel welcome when I visit their office.
My recent annual update with Bruce was as always, presented in an informal way and easy to understand, but structured for my personal requirements.
I am confident that I made the right choice allowing the team to look after my portfolio.
I am more that happy to recommend the friendly Achieve team to family & friends.”
SS, Nairn
Testimonial
“James and the team at Achieve provide me with a very professional service taking time to fully understand my circumstances / requirements and make strong recommendations on my investments to meet my current and future needs. I would highly recommend Achieve.”
Testimonial
GGM, Inverness
“I became an Achieve client in 2014 and have since benefitted from their structured annual planning meetings and the resulting advice.
Whether you have an existing portfolio or cash to invest I would recommend that you speak with Achieve; few advice firms will provide the ability and service offered by the Achieve team. It is comforting to know that I have them in place to assist me with my planning. ”
JP, Ullapool
Testimonial
“I approached Achieve 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 this firm as they are very supportive, keep you well informed and I look forward to their continued support in the future.”
NRM, Inverness
Testimonial
“We have been with Achieve for several years now and have received high quality financial advice. The annual catch up is a very welcome event where we are able to go over our plans and be updated and advised on how best to face the future. Advice given is well researched and relevant to our needs.
A friendly and welcoming firm we are happy to recommend to friends.”
CHM, Conon Bridge
Testimonial
“Saving and investment planning especially in retirement is a complicated and challenging prospect. I have found James Sinclair and his team very helpful. Their commitment to detailed and thorough analysis before giving advice is impressive and comprehensive.”
Testimonial
AJM, Inverness
“After in depth research, 5 years ago I entrusted my pension and savings to Achieve Financial Planning in a portfolio individually designed to meet my needs and personal situation.
I found the process and information given to be honest and easy to understand. Any questions or queries were dealt with promptly and diligently. I have regular updates & reviews always conducted in an informal yet structured way, keeping me informed as to the performance of my portfolio.”
SF, Marybank
Testimonial
“The members of the Achieve team who I have had dealings with have treated me with the utmost respect and courtesy. I would have no hesitation in recommending Achieve to anyone seeking advice on investments, with complete confidence.”
KG, Muir of Ord
Testimonial
“I find Achieve to be a very good financial advisory service. We have a yearly meeting to examine our ongoing financial needs which is conducted in a friendly, approachable and easy going manner.
There isn't any high powered language, confusing tables of numbers or graphs, only the real data in a sensible and clearly understood presentation. Although the numbers and graphs are available should you wish.
I would have no doubt in recommending this business to anyone and their fees are very reasonable as well.”
AM, Inverness
Testimonial
“I would highly recommend Achieve for advice on financial planning. James Sinclair has huge knowledge of investments. Having recently had my annual review I was very impressed with the review. I came away with a great deal of satisfaction. The staff at Achieve are also very helpful if you call them.”
IM, Inverness
Testimonial
“James explains all, and is very organised at my reviews: he is very professional in all aspects.”
JM, Ross-shire
Testimonial
“James explained in simple language what my options in retirement were, and helped me to decide which would best suit me.”
DM, Black Isle
Testimonial
“I found James to be a very personable young man and the advice he gave was straightforward.”
HJ, Inverness
Testimonial