EIS Financial Services LTD Reviews 99

TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

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... See more

Company replied

Rated 5 out of 5 stars

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... See more

Rated 4 out of 5 stars

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... See more

Rated 5 out of 5 stars

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.... See more

Company details

  1. Financial advisor

Written by the company

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.


Contact info

4.8

Excellent

TrustScore 5 out of 5

99 reviews

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Rated 5 out of 5 stars

Great experience

I had a very good experience recently when discussing and sorting out my pension. Ross Adams was professional, knowledgeable and clear, explaining all the details in terms I could understand.
I felt he had my best interests at heart all the time and he was very honest and straightforward, giving me confidence with my finances. Nothing was too much trouble and he was always available for a chat if I needed further clarification. Would totally recommend.

31 March 2022
Unprompted review
Rated 5 out of 5 stars

understanding the pensions

Ross met with me recently on teams to advise about my future retirement. It is pretty complicated navigating through all the information about pensions, with the changes and updates and the like. Ross made it very easy to understand and I am very grateful for this service which was tailored to my needs, Thanks EIS!!

18 March 2022
Unprompted review
Rated 5 out of 5 stars

Very helpful experience

Was wanting to make some initial enquiries regarding teacher pension options. Was quickly given contact with Ross Adams. We had a number of very helpful conversations, both on the phone and through email. Ross was up front about the mcleod remedy as it does affect my own circumstances and found this conversation very worthwhile. We will keep in contact and I am very confident with Ross' and eis support, I will make decisions about the future that will be good for me and my family. I would like to recommend Ross and the Financial services highly to others.

16 March 2022
Unprompted review
Rated 4 out of 5 stars

Helpful advice

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, this is only the start of Allan helping me manage my money in the coming years.

19 February 2022
Unprompted review
Rated 5 out of 5 stars

Adviser Experience

Gordon Young was very easy to get on with. He explained everything very clearly and took time to answer all questions I had. He responded quickly to my text or emails. He has a sound knowledge and I was completely satisfied with the advice he gave. I would highly recommend Gordon as an adviser.

8 February 2022
Unprompted review
Rated 5 out of 5 stars

Experience with EIS adviser

Eddie White our adviser was always on time, very polite, used language we understood. He was very approachable with no question being a silly question. He replied to emails very quickly and professionally.
We can’t recommend Eddie highly enough to other clients.

5 February 2022
Unprompted review
Rated 5 out of 5 stars

Top notch!

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 fantastic in both his advice and efficiency in dealing with our latest investments. Richard is 5 star!

24 December 2021
Unprompted review
Rated 5 out of 5 stars

Excellent service

My advisor, Eddie White, has been an absolute star from the very start of the retirement process. He is friendly, patient, down to earth and approachable, explaining everything in easy to understand terms while providing lots of detail. He made a daunting process easy!

26 November 2021
Unprompted review
Rated 5 out of 5 stars

Our EIS financial advisor

Our EIS financial advisor, Richard Hemsley has been an absolute joy to work with, highly knowledgeable, professional and has a sense of humour. What more could we ask for!

4 November 2021
Unprompted review
Rated 5 out of 5 stars

I wanted to say what a fantastic…

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. He is so approachable and friendly at the same time as listening and giving advice without any pressure. I cannot recommend him highly enough and hope he will be supporting me for a long time to come. Thank you Eddie.

25 October 2021
Unprompted review
Rated 5 out of 5 stars

Future Finances Fixed

These are the financial experts to contact when you have a pension or lump sum you wish to gain maximum benefit from. Their friendly manner explain the benefits and pitfalls of various methods of investing with no pressure to push you in any direction you don't wish to go.

6 October 2021
Unprompted review
Rated 5 out of 5 stars

Professional and trustworthy

Having retired 3 years ago I have experienced their services from planning, retiring and now ongoing support. Allan has been very helpful. He clearly explained decisions/choices and he and the team continue to review my situation and offer suggestions to optimise my pension plan. I am very happy with my experience of EIS financial services.

4 October 2021
Unprompted review

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