Financial Advisors in Glasgow

Anthony was very pleasant and immediately in stilled confidence. He was extremely well prepared and had obviously reviewed my previous profile. I am not confident when dealing with financial matters. He recognized that and tailored his explanations so that I understood what and why he was recommending changes to my investments. Each visit included clear and very detailed paper work and graphs which helped support his recommendations. He was not pushy in any way and left the final decisions up to me.

Our financial advisor, Fergus Hinchcliffe, has known us for decades. Consequently he has good knowledge of our requirements. His recommendations are invariably accepted. We have confidence in him and I think that is reciprocated.

As always, my meetings with Fergus are conducted in an amiable, informal manner. He ensures that I understand what has been happening in relation to my investments, in a language I can understand. He also discusses any options or longer term decisions that I need to think about , and I feel confident of any advise given, and reassured that I am being looked after. I also receive printed information with clear illustrations of what we have discussed, to allow me to refer back to in the time between our meetings. I feel confident of receiving tailored advice that I can trust.