Fairstone Reviews

Professional helpful

Consulted well and gave me good advice whilst arranging my pension to meet my needs Ian is readily available and responds promptly when I have raised any concerns or queries Overall I feel my pension is in good hands

Quality holistic advice

I had a session with Calum Lockhart focused on advice across our whole financial portfolio Topics ranged from optimisations to pensions and investments through to the best setup for our daughter His advice was thoughtful and tailored to our needs and vision for the future I left the meeting feeling empowered to make the best financial decisions having received quality and clear guidance I would recommend Calum s services to anyone

Mark Higginson from Fairstone

Mark Higginson from Fairstone has been my financial advisor since June 2018 In that time I have found him to be very helpful knowledgeable and professional He has guided me extremely well through the minefields that pensions and investment represent and while I may not have always followed his advice it has always been of the highest quality Very highly recommended

Financial Advisor recommendation

Richard Macmillan has been my financial advisor for some years now He is always extremely well-prepared for our meetings and able to answer with ease any queries or questions I may have After our meetings I always get a prompt copy of the meeting minutes All in all I have great confidence in his advice

Friendly and professional financial advice

We ve been using Richard Macmillan as a Financial Advisor for the last couple of years intially through Forbes Lawson and now as part of Fairstone Richard is very patient and professional in his approach but at the same time friendly and easy to discuss things with He takes time to listen to our circumstances and needs and will explain his advice and recommendations in language which we understand All dealings with Richard and his colleagues are professional and whilst we have scheduled annual meetings with him it s also easy to speak to him between these times if we need any additional interim advice

I have been receiving financial advice for retirement

I have been receiving financial advice from Forbes Lawson who are now part of the Fairstone group for nearly twenty years Initially in preparation for retirement then at retirement making sure I had the correct pension for my needs and my savings were invested to suit my attitude to risk I am very happy with the way things are going and with the helpful and friendly attitude of the people I have dealt with

Highly recommend Fairstone

Fairstone advisor Jonny has provided helpful friendly advice around my pension arrangements for phased retirement Efficient service approachable manner and always prompt responses I highly recommend Fairstone

Unbiased review

Always keen to help to make things easier especially for those of us who aren t technically gifted Happy with my investments as I trust that they will be looked after in my best interests

Thank you

Richard provides excellent advice tailored to my requirements He is knowledgeable in his vocational field supportive and generally very pleasant to deal with It is always a pleasure to pop in and see him and his colleagues