Michael Blair

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

We initially looked for an Advisor to get professional help in planning for the future, which is now reviewed on an annual basis, As we have come to expect, the service, guidance and discussions with Michael Blair were first class and informative. Everything was discussed in detail with due considerations given to the best options open to us.

How has Michael Blair helped you?

Thank you for your kind words. We’re delighted to hear that Michael provided such first-class service and informative guidance once again. We truly appreciate your continued support and look forward to helping you again in the future.

Have you seen the outcome you were hoping for?

We are happy with the way things have developed

What could they have done better?

N/A

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

Approaching retirement age and I had a number or disparate pension plans

How has Michael Blair helped you?

Continued Excellence in service and growth Excellent advisor. Professional, friendly and always helpful. My portfolio has seen significant growth and I am very pleased with the service!!! Understands my needs, risk appetite and need for flexibility. Continues to provide very good growth.

Have you seen the outcome you were hoping for?

Yes, steady growth

What could they have done better?

Nothing

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?

Michael, made the arrangements so that a sum of money was made available from my SIPP. This was done quickly and with a minimum of paperwork.

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

I had a small pension from a previous employer that I wanted to transfer to a SIP that would allow me to draw down lump sums as I needed them.

How has Michael Blair helped you?

Annual Review Meeting with Michael Another positive and helpful meeting with Michael. Very pleased with the exceptional service we always receive from Hartsfield. We are very pleased with the way Hartsfield have managed our pensions over the past 9 years and would highly recommend their services.

Have you seen the outcome you were hoping for?

Definitely! We are more than happy with the performance of our pension under Hartsfield, and Michael has provided excellent support whenever we have needed it.

What could they have done better?

Can’t think of anything that could have been done better to be honest.

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

Hartsfield look after my S.I.P

How has Michael Blair helped you?

I would highly recommend Hartsfield! I highly recommend this pension financial planner, Hartsfield – I trust them completely with my investments. My SIPP is performing really well and reaping the rewards. Special thanks to Michael, who is friendly, extremely knowledgeable and always reliable. A great service from start to finish!

Have you seen the outcome you were hoping for?

Yes, my pension investments are performing strongly and have increased in value.

What could they have done better?

Nothing - satisfied with the service provided