Peter & Kate Thompson, Sheffield

Clients since November 2018

“After the birth of our daughter, we were feeling lost in terms of planning for our financial future. We wanted to make sure that plans were in place to provide support for her (in terms of education) and have a viable plan for our retirement. Individually we had some savings and work place pensions, but we had never really taken a coherent look at our financial picture as a family. We really didn’t know what action to take or what the best allocation of our resources would be to safeguard our future.

We decided to approach Fyfe Financial as they are a family firm, offering a full financial overview as well as pensions advice. They also didn’t make us feel like idiots for not being millionaires when looking for financial advice! We met with Richard as a family (Bea included) and were immediately put at ease by his approachable manner and understanding of our situation. Richard gave us lots of time and took pains to understand our current position as well as to solidify our (at the time quite vague) goals for the future. After an initial consultation, Richard drew up a thorough financial plan for us as a family, as well as giving specific advice on pensions. It was such a relief to receive such clear and considered advice, to have such a concrete and workable plan for our family’s future took so much weight off our shoulders, it quite literally brought us to tears.

Once the plan had been agreed, Richard and his team took on the majority of the administration, saving us precious time and stress. They have been in regular contact with us, at key points, and are always available should questions arise or plans need to change slightly. It feels very much that Fyfe Financial are on our side, taking away financial worries about the future, allowing us to concentrate on the present.”