Michael Blair

What were the circumstances that caused you to initially look for an adviser?

A realisation that, although I am pretty good at researching financial matters, sometimes, it is far better to put trust in a professional, who by definition will always know more than me, and who can give me unbiased advice.

How has Michael Blair helped you?

Great knowledge of the always-changing financial markets and in discussing / advising solutions for ongoing investments. Good to know that my portfolio is in safe hands. Very good.

Have you seen the outcome you were hoping for?

Yes, my portfolio has performed well, given the ever changing markets, with all sorts of unpredictable news from around the world.

What could they have done better?

Make my savings and investments grow even more! Of course, we all want that, but I rest assured knowing that Michael has his eye on doing his utmost to do this.

This review is a follow-up review from a client who left a review previously.

How has Michael Blair helped you since your last review?

Same as last year, helping me with my finance & savings so much that I get good value from the financial markets for my investments.

What were the circumstances that caused you to initially look for an adviser?

We were looking for an advisor to assist us with planning our savings for the future, Fortunately we were put in contact with Michael Blair who has proved to be very understanding and helpful in outlining the best routes to take. We are very happy with the support and guidance we have receive and would thoroughly recommend him to any others who are looking for professional financial advice

How has Michael Blair helped you?

Financial Input benefits First Class as usual, everything discussed that will have effect moving forward. Very happy with the current performance.

Have you seen the outcome you were hoping for?

We would always like to increase our financial situation more, but are generally happy with things as they are.

What could they have done better?

Found a way of improving our finances even more

What were the circumstances that caused you to initially look for an adviser?

With retirement just a few years away, my wife and I wanted to ensure that we were on track with our respective pensions and savings. We enjoy a relatively good lifestyle and, whilst still earning an income, sought advice on how we could continue this through into retirement.

How has Michael Blair helped you?

Outstanding Pension Advice Once Again As with previous updates from Hartsfield, my wife and I were highly satisfied with the expert guidance we received regarding our pension investments. I required adjustments to my portfolio, and Michael provided insightful recommendations on how best to proceed. We are currently evaluating our options and awaiting further feedback from Michael before finalizing our decision.

Have you seen the outcome you were hoping for?

I have seen returns, albeit somewhat muted due to market conditions over the past few years. While our investments are moving in the right direction, I believe some adjustments may be necessary to potentially enhance returns. My portfolio carries a slightly higher risk profile compared to my wife’s, so fluctuations in returns are not unexpected.

What could they have done better?

Nothing comes to mind.

What were the circumstances that caused you to initially look for an adviser?

Originally, this was for financial advice, in particular pensions.

How has Michael Blair helped you?

Annual Pension Review Excellent advice, based on a continuing knowledge of our requirements. Good advice with regards to our retirement planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing in particular