Val; Robertson

Review of Fisher Investments Europe

Best decision I ever made was to transfer my SIPP ...

Best decision I ever made was to transfer my SIPP to Fishers. For the rirst time ever, I was given meaningful projections of what level of pension I could expect - when I had asked my previous IFA, the response I received was literally ''well as we can't predict when you're going to die, that's like asking how long is a piece of a string'''! My investments have still grown, even though I am now drawing a monthly pension and i can check the performance of my fund on line, on a daily basis if I want to. I receive regular phone calls and up dates from my dedicated investment consultant. Even though he is based in Washington DC, I have a much closer relationship with him than I ever had with my previous UK based IFA AND our contact is much more friendly, reassuring and generally far more comfortable.
I would have given five stars but for the incompetence of Curtis Banks - the UK based company which Fishers use to manage (or rather mismanage) my pension payments and the property portfolio element of my SIPP. Based on my experience, Curtis Banks cannot be trusted to manage anything and in my humble opinion, they are letting Fishers down badly and that is a great shame.