Warren Fairchild

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

To look after my pension

How has Warren Fairchild helped you?

Yes, with positive results after moving away from a fund manager

Have you seen the outcome you were hoping for?

Yes, although now in substantial deficit thanks to Trump’s tariffs.

What could they have done better?

Moved away from fund manager sooner.

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

Lots of pension and needed advice.

How has Warren Fairchild helped you?

He has been a stable and very reliable adviser his dedication to the role and his clients is excellent.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Not sure.

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

I have been a client of Warren's for over 25 years and the advice he has given myself and my wife has be so valuable. I'm self employed so it's always difficult to focus on forward financial planning without company backing. Under Warren we have seen our investments grow to a very good level.

How has Warren Fairchild helped you?

Initially with health insurance, pension plans and investments, later organising a SIP and more recently retirement ideas and inheritance planning.

Have you seen the outcome you were hoping for?

Very much.

What could they have done better?

All seems very good

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

Health/Life Insurance and consolidation of multiple pensions

How has Warren Fairchild helped you?

Warren has handled my financial planning, providing thoughtful tailored investment advise, that has been appropriate through over a decade of my changing personal circumstances. He has strong empathy, demystifying and simplifying the importance of financial planning. Always available and always going the extra mile.

Have you seen the outcome you were hoping for?

Absolutely, the empathetic but transparent communication style of Warren has built high levels of trust, these have ensured that I have been able to understand and we have focused on successfully achieving financial goals.

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

My business was proving to be a success and l needed to seek financial planning advice.

How has Warren Fairchild helped you?

Warren has been able to channel funds into fund managers who have increased the value of the fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Warren has arranged meetings with me and advised me how best to proceed with gifts with the intention of reducing my potential exposure to Inheritance Tax.l can see no reason that the advice could be better.