G5 Technologies have worked closely with Forbes Lawson since 2013 when Richard Macmillan initially managed the purchase of our building via a SIPP.
All staff at Forbes Lawson are professional, friendly and really know their stuff! As a result, Forbes Lawson have since gone on to provide personal financial planning for the Director’s and family members as well as advising us on suitable products if required………the boring bit!!
We would have no hesitation in recommending their award winning services.
Our initial meeting was a real eye-opener and their approach of looking at what we want to achieve and then showing us how we get there was like a breath of fresh air!!
Although Chris can get lost in financial explanations she has remarked how patient you were Ian in explaining the more complex detail and was able to understand everything – especially well done on that!
In a very short time his research and review, with a computer based ‘model’ of our situation showed clearly that my wife & my arrangements were quite solid, and earlier retirement was possible. BUT ALSO, with careful future management of the funds, with some longer term agreements, our funds were able to provide what we wanted for retirement, but now potentially two further years earlier.
My wife and I were really impressed with the financial planning undertaken by Richard and his team at Forbes Lawson. We had never undertaken a plan before. We’re glad we did though as it has given us peace of mind that we are on the “right track” to retirement and it also served to highlight certain areas of our finances where we were weak on cover. A very valuable exercise and I’d recommend Forbes Lawson to anyone who is serious about their finances.
Mr & Mrs M
The team at Forbes Lawson give a great efficient, personal service. The financial planning programme is totally different to anything offered to us in the past as it looks at present and future financial requirements. This gives Richard a full understanding of us and our family and we know that the advice and recommendations are given with a complete picture of our financial situation now and our requirements for the future. We have no hesitation in recommending Forbes Lawson to friends and family.
Mr & Mrs K
Knowledge of the industry & products seem very good and we feel confident that Forbes Lawson are the sort of people who will always be able to come up with a solution to any problem or issues we may have from a financial point of view. They have in 2 years been able to steer us on the path we want to go on and ensure we are on track to be able to have the lifestyle in retirement we have planned for.
I regard Richard as a friend and there is an old adage that you should not work with friends or family but this cannot apply when you have someone as professional and innovative as Richard. Over the last 5-6 years I have been put completely at ease that Richard genuinely has my best interests at heart and is working hard to improve my finances. Thank you Richard
Mr & Mrs S
Ian, we would like to express our gratitude for the time and advice you gave us which helped us realise there was an easier way to get our dream of retiring early.
We were hugely impressed with the Truth software. It has really helped us to understand our financial position and put a plan in place which provides our family with financial security both now and in the future, come what may.
Nobody has ever told us to spend more money before as most financial advisors want to take it from us. We’re looking forward to working even more closely with Forbes Lawson in future.
Mr & Mrs W
Richard and the team at Forbes Lawson offer an excellent, friendly and very efficient service. By presenting us with a manageable financial plan for the long-term, we have been able to retire sooner than we expected, safe in the knowledge that our investments are being well-managed. Richard and his team are always on hand if we have any questions and are a pleasure to deal with. Not your run-of-the-mill financial advisors.
Mr & Mrs S
My wife and I are delighted with the financial planning and advice we have now enjoyed for a number of years from Richard at Forbes Lawson. The detailed advice and financial presentation delivers complete peace of mind leaving one in no doubt that our retirement will be financially secure and something to look forward to and enjoy. Very professional at all times.
Mr & Mrs M
Richard took care of everything whilst keeping it all simple. It’s great having a single point of contact for everything and the online portal allows us the ability to check how things are progressing. Great personable service and I would have absolutely no hesitation in recommending him.
Mr & Mrs K
Having taken the decision to seek professional advice on our future wealth management my wife and I would like to thank Forbes-Lawson on mapping out a financial plan for our future. Richard and his staff have delivered a structured and fully achievable goal for what we have planned come retirement. The time spent with us was truly appreciated and the process of creating our plan was explained and implemented in a way that we were able to follow each step in clarity. Recommendation has already and will continue to be passed on to friends and family.