Stories

Business sale – Judy

Judy was a business owner and had recently affected a planned sale of her company. Having been focused on the business for so long, her key concern was understanding the transition into retirement; both in terms of her time and resources.

Divorce settlement – Neema

Following a long and protracted divorce, our client Neema was concerned about her future financial security and regaining her sense of self. She was seeking peace of mind and the confidence to restructure her lifestyle.

Independence in later life – Tony and Liz

Tony and Liz were existing clients in their early 70s. After experiencing a deterioration in their health and mobility, they wanted to ensure that they could retain their independence, dignity and financial security.

Unexpected bereavement – Robert

Following the unexpected passing of his partner, our client Robert needed time to grieve before revaluating his plans and goals. We helped Robert handle administrative work and later evaluate his financial planning and future goals.

Personal injury settlement – Helen

Helen had received a significant financial settlement following medical negligence that had left her unable to work. It was, naturally, a time of stress and confusion. Whilst the settlement provided financial security, it also presented specific financial challenges.

Making work optional – Maya

Maya enjoyed her job, but it was highly stressful at times. With highly transferable skills and a desire to give something back to society, we challenged Maya to consider a timeframe for when she would like to step back from her current position.

Family financial security – Sanjay and Asha

Following the birth of their first child, Sanjay and Asha were concerned about their financial security. Although they each received some employee benefits, their knowledge of the details was limited, and they were unsure how best to plan for all eventualities.

Inheritance Tax mitigation – Andrew and Christine

Andrew and Christine were beginning to plan their future and what would happen to their wealth when they passed away. They were particularly worried about how much of their estate would go to the Exchequer on their deaths, rather than their preferred beneficiaries.

What our clients say

This company has provided me with expert financial advice and support. Without them, I wouldn't enjoy the happy retirement I am now experiencing. I may also say that the whole process has been - dare I say it – fun!

Mandy, Cannes

A client since 2005

We have been extremely satisfied with the advice we have received from Higgins Fairbairn and would thoroughly recommend them.

Steve, Ascot

A client since 2006

A very sound business who knows what they are talking about and deliver advice succinctly with knowledge.

Dr A., Pinner

A client since 2003

Higgins Fairbairn really takes the time to understand our financial goals, put together a clear strategy while anticipating future requirements and reliably look after the whole process. All this in a knowledgeable and friendly manner.

Nikki, High Wycombe

A client since 2012

Gp has been very helpful in reviewing our finances and making great recommendations on investments and other financial matters. I would not hesitate to recommend him.

Mrs D, St Albans

A client since 2015

Higgins Fairbairn have been providing a quality service to me for many years. In all those years, I’ve never felt or needed to look elsewhere.

Robert, Stourbridge

A client since 2006

We have been with Higgins Fairbairn for over 30 years, during which our lives and circumstances have required professional financial advice which took account of our particular needs and wishes. This was always provided in a friendly, supportive and empathetic manner, which we have much appreciated and come to depend on. It has been a great benefit to have a company like Higgins Fairbairn, who are accessible and reliable, to look after many vital aspects of our affairs.

Mrs and Mrs F, London

Clients since 2006

My wife had very complicated pension arrangements which were sorted out with doggedness, patience and skill.

Arthur, London

A client since 2007

Decisions about retiring early were made easier after consultation with Mr Mantini. He answered all questions in a straightforward manner and inspired confidence in his knowledge of options available to me.

Ms A, London

A client since 2015

As a retired person, I appreciate the advice Higgins Fairbairn give me which fills me with confidence for the future and leaves me relaxed about my financial affairs.

Mr P, Barnet

A client since 2007

Higgins Fairbairn offers a personal and informed service to its clients in an environment of confidentiality and tailoring to the needs of the individual. Staff know their brief and execute it well.

Jane, London

A client since 2010

We have always found that Gp and his team have given us an excellent service and have gone to great lengths to understand our personal circumstances and needs.

Mr O, London

A client since 2008

Over the last 25 years, the Higgins Fairbairn team have always been there for me. They are outstanding in their knowledge and helpfulness.

Sue, London