Michael Blair

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

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

Our cash base had increased significantly following improved professional circumstances,

How has Michael Blair helped you?

Comprehensive pension and investment advice, with ethical options. Our advisor is approachable and helpful, and provides us with a good understanding whenever we have questions. We never feel under pressure to make a decision. We are pleased that Hartsfield provide ethical options when it comes to investing our money. Ethical investment and pension products. The values have recovered well after initial hits resulting from global and national shocks.

Have you seen the outcome you were hoping for?

Yes.

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

Hartsfield Financial Services were recommended to me by my colleagues who themselves are somewhat astute when it comes to money.

How has Michael Blair helped you?

Retirement overview We had a full and comprehensive overview of our financial future with regards to retirement - nice to know we are in good hands. Hartsfield financial planning have provided a valuable service for our future retirement. We had a one 2 one meeting with our financial advisor, discussing pensions and tax affairs for both myself and my wife. We were taken through various scenarios of drawdowns, the tax implications, our future needs, inheritance and what it all means for us and all this on a big screen. A great service- thank you

Have you seen the outcome you were hoping for?

Moving my company pension and into a SIPP under Michael's guidance was a great move.

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

I was looking for solid financial advice, and found it.

How has Michael Blair helped you?

Excellent Review Report Meeting Michael is always professional, approachable, and highly knowledgeable. He explains our investments clearly and gives us confidence by taking the time to answer questions and discuss any potential changes to our risk profile. The financial products we selected are performing very well and align closely with the different risk profiles we chose. We feel confident that the investments are well suited to our goals and circumstances.

Have you seen the outcome you were hoping for?

Yes I certainly have. My investments are doing well and I feel very secure for my future retirement.

What could they have done better?

Very little as I received more than I was initially expecting.