Tony
Hi. My name is Tony, and this is my wife, Jan. We’ve been clients of Fyfe Financial for around 30 years, and our adviser is Richard Fyfe.
Jan
After my father died, my mother needed help with her finances, and somebody recommended Fyfe Financial. They really helped her. Then a few years after that, we needed help, mainly from a pensions perspective. Because they had been so helpful with my mum, it was a no-brainer, really; we continued working with them.
Tony
I think the challenge was regarding my pension, which was a private pension from various different pots, and I wanted to know what to do with it. I’m not really money-motivated whatsoever, but I appreciated that I needed a pension and some good professional advice.
Jan
Fyfe Financial has a really good understanding of our financial position. They understand that we have rental properties, what we have as savings, what our lifestyle is, what our interests are, and how they are going to affect our finances. They provide a whole package of understanding and professional advice to make sure that we can maintain the lifestyle that we’d really like in our retirement.
Tony
The initial feeling as soon as you walk into the office, where we go once a year for an annual review, is you’re made to feel very welcome. The detail that Richard goes into is considerable; he advises what needs to be done for the coming year, and we always leave with a sense of security that we’ve been treated really well and professionally.
Our financial future with Richard in control looks very good. He has a spreadsheet on the wall, he talks you through the cash flow, and one thing I found very interesting is that I can live to 100 years old, and I’m going to be okay financially.
Jan
The three words that I’d use to sum up Richard are approachable, understanding, and human.
Tony
I think the best piece of advice he’s given us is to look after your finances but don’t be afraid to spend the money; it is there.
Jan
I would definitely recommend Fyfe Financial. I think they’re a very ethical organisation, very professional, and they really care about their clients and understand their needs. We feel very confident in their ability to invest our funds and get a good return.
