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

Thank You

Thank you to Richard! He has been, and continues to be, very approachable and patient. He has answered all of my questions fully and given excellent advice - I feel like I am in safe hands. I would thoroughly recommend. Thank you.

1 October 2021
Unprompted review
Rated 5 out of 5 stars

Highly recommended

I've always been treated with the utmost professionalism and courtesy by EISFS over the past few years and would have no problems in recommending their services. Eddie White has shown a genuine interest in arranging my pension and investments and I trust his judgment and advice.

27 May 2021
Unprompted review
Rated 5 out of 5 stars

Got very helpful advise and rep was…

Got very helpful advise and rep was very courteous, helpful and friendly, explained everything clearly and made sure I understood everything, didn’t feel obligated or pressurised, excellent service.

6 April 2021
Unprompted review
Rated 5 out of 5 stars

First class financial services provider

No nonsense financial advice offered in an open, supportive, non-judgemental and friendly manner by my adviser. Questions answered promptly and all explanations easily understood by someone with no financial background. No hard sell or pressure to act on recommendations. All business transactions and communications dealt with promptly and efficiently - usually within 24 hrs or less! I have every confidence in the company, their staff and ultimately the advice I was given.

6 April 2021
Unprompted review
Rated 5 out of 5 stars

Exceeded expectations

This service has exceeded our expectations. Our financial adviser has listened to our preferences and needs and has tailored investments to suit. Advice has been clear and alternatives offered and explained.
It has really helped us get our finances in order and it has been a surprisingly pleasant process.

16 March 2021
Unprompted review
Rated 5 out of 5 stars

Graeme Robertson

We found Graeme Robertson to be extremely helpful.He talked us through all aspects of investments and pensions and put us at ease with the process.

22 February 2021
Unprompted review
Rated 5 out of 5 stars

Brief review of EIS financial services

Hugely recommend anyone who is looking to have their funds/ investments managed by a group of experienced, knowledgeable and friendly individuals. My financial adviser within EIS had been absolutely flawless, answered all questions, explained things clearly and worked to make my portfolio far healthier. The bottom line is my funds have increased nicely and I like and trust those who are managing my investments

19 February 2021
Unprompted review
Rated 5 out of 5 stars

Financial Advice

Expert advice carefully explained in simple terms makes dealing with EISFS a stress-free experience.

19 February 2021
Unprompted review
EIS Financial Services LTD logo

Reply from EIS Financial Services LTD

Thanks Matt,
I really appreciate you taking the time to post a review and provide feedback of your experience in dealing with EIS FS.

Have a good weekend

Jason Quilty MD

Rated 5 out of 5 stars

Very satisfied with the advice provided.

I was very happy with the service provided by EISFS.The advice was clear and well structured ,and written follow up was quickly sent.The Financial Adviser kept in contact and made sure I was regularly updated on the progress of the transaction.

18 February 2021
Unprompted review
Rated 5 out of 5 stars

Exceptionally good advice

The service provided by EIS was exceptionally good. The advisor that I have was extremely professional, took the time to explain everything to me in a way that was easy to understand. All options were discussed which enabled me to make informed decisions especially as it was important to me to make ethical investments. All queries were answered quickly. Would highly recommend them.

30 December 2020
Unprompted review
Rated 5 out of 5 stars

Retirement and Savings Advice

Two years ago my husband and I needed to take steps to sort out our finances in order to make plans for retirement. We contacted EIS who then put us in touch with our local advisor Eddie. He quickly arranged to meet us and listened very carefully to our requirements. He then organised a follow up meeting where he presented several options all of which we were encouraged to read and consider whether or not they were agreeable to us. There was no pressure whatsoever. Since then we have had several meetings and we are feeling as secure as we can be in present climate that we are on track with our savings.

15 December 2020
Unprompted review
Rated 5 out of 5 stars

Should have looked into getting advice years ago!

Very friendly and helpful service. Explained everything clearly and we were never hurried into decisions. I wish I had got the advice years earlier, left it till I had only 2 years of service before retirement. We are both very pleased with the way our investments are going to date.
Thanks to Eddie White for all his help.

12 December 2020
Unprompted review
EIS Financial Services LTD logo

Reply from EIS Financial Services LTD

Hi Deirdre,
I really appreciate you taking the time to leave a review and its great to see your comments about your experience and Eddie in particular.
Happy Christmas to you and your family.

Kind regards

Jason Quilty
Managing Director
EIS Financial Services

Rated 5 out of 5 stars

My advisor Eddie was great he ensured I…

My advisor Eddie was great he ensured I fully understood the products available and what would be right for my circumstance. He managed to find a better cover that was tailored for teachers but it was a little more expensive than other quotes for inferior products found by my mortgage advisor and an advisor from a comparison company. He was very accomodating and kept me in the loop through the process. He was even working during his holiday to send off a few documents for me! All this was provided at no cost to me. I would thoroughly recommend the EIS’s financial advisors to all EIS members.

11 December 2020
Unprompted review

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