Review Time
The detailed information on our projections which Paul carefully takes us through, always amazes us. He does it in such a kindly and friendly manner, that we know that we did the right thing entrusting him with our assets.
I have found Fairstone to be extremely professional, efficient, timely in communication. They are managing my retirement perfectly and it is one of the best decisions I made when I got involved with Fairstone.
Nigel has been excellent since we met him. He gives very honest balanced information and puts no pressure on us to make decisions. He is always available to talk responding within hours if he is busy when we call.
The flexible drawdown has enabled us to retire on our terms with a more active well funded retirement here and now with a plan to phase back in our later years as we become less active.
The relationship with 7IM is working well and the yearly update shows if our plans and requirement are on track.
So far we have been able to enjoy a retirement we would not have been able to enjoy if we had stuck with our Final Pension salary.
Nigel is truly committed to aligning my financial strategy with my personal goals and expectations for retirement. He enables me to monitor and make adjustments as necessary and consistently offers the right guidance at the right moments.
The service is extremely reliable and professional when it comes to assisting with mortgage funding. They managed to secure an excellent deal for our first mortgage, making it feel like a dream realized. A heartfelt thank you to the representative. We highly recommend them.
I am very satisfied with the personalized attention and advice regarding my portfolio management. I have been able to contribute to discussions and explore detailed options annually, which align with my needs. It's important to recognize that investments can vary, and fees apply even if the portfolio incurs a loss.
My financial advisor makes managing my finances much easier and stress-free! He handles my financial matters professionally and is always available when I reach out. It's reassuring, especially since some friends have had poor experiences with other financial institutions. Congratulations to him for the recent award!
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Incorporating one of the UK's largest Chartered financial planning firms, we offer independent financial advice, investment management and estate planning services.
Our clients are at the centre of everything we do.
