Hi, I’m Tim. I’ve been a client of Fyfe Financial for five years, and Richard Fyfe is my adviser.
The reason I got in touch with Fyfe originally was because I realised during a discussion with my wife that our finances were complex; they were beyond my skill levels, and we wanted to make the most of our finances in the future.
I found out about Fyfe because they looked after my father-in-law’s finances, and he’d been really happy with the service that he’d received, and I thought that was a good starting point. Once you make a decision that you want financial help, a recommendation is a really valid place to start.
It wasn’t just my choice to go with Fyfe; it was very much a team decision by myself and my wife after we both visited Richard. The contact initially, through the website, was really good; they came back to us really quickly when I requested a meeting. And in the meeting, we realised that we could really get on well with Richard. Financial affairs can be complex and quite dry, but Richard has a way of making them understandable, and for someone who’s got such an important job with regard to your future, you want to be able to trust and have a relationship with them. So that’s why we decided on Fyfe.
The key area that I think Fyfe has helped us with is making us think in detail about our future and how that looks for me and my family. I think we’re very much caught up in the moment; we don’t think too much about 10 years or 20 years ahead, but Fyfe makes you do that. They really make you think about what is important to you and your family and what is going to make you happy in the future.
The best piece of advice that Fyfe has given us might sound a bit unusual, but the advice is you can spend money; you are allowed to spend money.
I think a key area when you choose a financial adviser, if you go down that path, is the way that you feel knowing that you have got an expert looking after your finances. It gives you peace of mind that it’s not all on you to try and navigate the complexity of the financial world. So that peace of mind and how that contributes to your overall happiness, I would say, is the most important feeling.
The three words that I would use to describe Fyfe Financial are trust, professionalism, and friendliness.
When you’ve got an expert in the field who is looking after a key element of your life, it gives you that confidence that you’ve got someone there to run any key decisions past. That might be making a significant purchase, it might be retiring, or deciding if your child is going to go to university or some other form of education. When you’ve got someone to contact and speak to who is an expert, it really gives you the support that you need to make those decisions.
The best thing about working with Fyfe is the feeling that you are supported in your financial decisions going forward, whatever they might be. You will get an honest answer from Fyfe, and they will help you to understand the impact of whatever you’re planning to do.
I would wholeheartedly recommend Fyfe Financial; they have helped us to understand and support our financial futures. They’re approachable, they make complex financial matters simple to understand, and they’re friendly people.
