I have enjoyed George's valued investment and wealth support on a personal and business level for over 15 years, and would thoroughly recommend his knowledge, abilities and personal attention
Professional Retirement Planning Advice
I have always found George to be professional and extremely helpful in the retirement planning advice he has provided. He always replies to questions quickly and explains everything in a clear and concise manner. George has certainly dispelled the great mystery that surrounds pension funds and has shed light on a path to follow to retirement. I would be very happy to recommend Thorburn Wealth Management to family and friends.
Peace of Mind with my Investments
I would strongly recommend Thorburn Wealth Management Limited to anyone who requires financial advice. I find dealing with investments on my own daunting and incredibly stressful as the sheer complexity can be overwhelming. Thankfully a colleague recommended Thorburn Wealth Management Limited to me and their patient and measured approach cut through the complexity - instead of stress I now have peace of mind, knowing they are looking after and reviewing my investments.
Professional and Knowledgeable Financial Advice
I have always found George to be very professional and knowledgeable.I can rely on a quick response to any questions that I may have and nothing is too much trouble.
Offers Sound Advice
I have been advised by George for over 5 yrs and have always felt comfortable recommending him to friends. He is straightforward, will help where he can but not afraid to leave it when he can't.
Very Knowledgeable about Investments
George is extremely knowledgeable about investments, in particular, in the context of the wider financial landscape. Over the last few years George has provided invaluable advice, enabling me to both organise my retirement savings and arrange my pension income with confidence.
Client, East Lothian
Can't Recommend Highly Enough
I was looking for some financial advice with regards to my pension options since I was close to retirement and was recommended Thorburn Wealth Management by a very good friend. To say I was clueless would be an understatement, I had absolutely no idea how to even start the process of getting access to my pension especially from a previous employer.
George went through all the paperwork, explaining everything in detail so I understood exactly what everything meant, what my options were and what the implications would be. He provided and continues to provide very sound financial advice in a very complicated area and made the whole process stress free. I can't recommend highly enough.
Matches Advice to our Objectives
George has supported me and my wife for a number of years as our IFA. Throughout this time George has been the consummate professional - George continually probes us to find out what is important to us so that he can direct his advice to match our objectives.
George is proactively in regular contact however is always contactable if we require his thoughts. In our relationship with George the significant aspects that are exceptionally important to us is honesty and trust which we have felt from the outset.
We are very comfortable working with George to manage our assets and we look forward to long relationship with him.
A Simple One Stop Shop Solution for My Finances
I like the simplicity & one stop shop nature of the client portal offered as part of the service, which is useful for getting up to date accurate figures & also makes communicating with advisor very easy and secure.
Client, Scottish Borders
Financial Advice Explained Clearly
When I need financial guidance, George is my trusted adviser. He takes time to understand my individual and immediate needs, but also make sure his suggestions fit into my long term financial plans.
As a Financial Adviser he manages to explain sometimes complex matters in straightforward language, and as a person he strives to deliver exception service. I would not hesitate to recommend his services to anyone looking for financial advice.
Full Confidence in the Management of my Investments
George was recommended to me a few years ago when I was looking to move my final salary company pension. In addition to this, George also undertook a full review of all my other investments. I have 6 monthly reviews which is more than other IFAs offer as 12 month reviews appear to be standard. His knowledge and ability to relay the technicalities of various investments is second to none without making you feel inferior. I have full confidence in George looking after my investments and have nothing but praise for the service he provides. I would thoroughly recommend Thorburn Wealth Management for anyone looking for investment and pension advice.
Diligent and Professional IFA
George is a very diligent and professional IFA. I have been very impressed on the set up and ongoing portfolio reviews to ensure the performance matches my risk appetite.
I have also had no hesitation in referring George to both colleagues and friends who require financial advice.
Investments in Good Hands
I am a recent client of George's and I think how fortunate I am to have found an adviser where I know my investments are in good hands.
The manner with which he explained matters was very reassuring and with further information available through his website, portal and via email I am finding his services first class.
Client, West Lothian
Invaluable Pension Consolidation Advice
I have been a client of Thorburn Wealth Management since 2014 when I was consolidating pensions including a final benefit scheme. At that time, and consistently since, Thorburn Wealth Management have successfully added their knowledge and expertise in the management of my financial affairs. The client led approach and advice of Thorburn Wealth Management has been invaluable to me.
That is why I have been confident enough to recommend Thorburn Wealth Management to my wife, friends and colleagues.
My Own Martin Lewis!
As a recent client of George's I feel as though I'm in very good hands. His advice has been first class, he is incredibly thorough and the online dashboard is brilliant - for the first time in 30 years I can see it all my investments in one place, any time. I'm so pleased I made the switch - he's like my own personal Martin Lewis!
Client, North Berwick
Clear Professional Advice
Clear concise professional advice, couldn't have done better!
Great Retirement Advice
George put together all my pensions and gave me sound financial advice, I am pleased with the return from the investments made. I was delighted with George's professional approach and the speed in which he progressed the work.
Good Balance of Investments and Cash Reserves
George advised on long and short term investments to accommodate life style and the ageing process. He took in hand my plans for extensive travel and maintained flexibility in reserve funding. He was also prominent in advising on short term investments during the financial crisis. He explained everything to me fully.
Better Outcome Than Expected
George was instrumental in transferring my pension to a SIPP. The full valuation was now a family asset in my name and is fully inheritable by my wife and children. It was important for me to protect my family in this manner and provide some ongoing financial security. Also I was able to consolidate a number of minor funds and gain a higher 25% Tax free take. My original Scheme lump sum rules was lower than the 25% HRMC tax limit and I can now consider many more property options when I next move house. Before deciding on an IFA I researched a few financial adviser's and pension release/transferral schemes. George was recommended to me by someone I know at work as outstanding in his customer focused approach and honesty, he showing a genuine interested in maintaining my income prospects.
Self Employed Support
Gave clear and concise advice and guidance - giving options without bias and patience to explain potential complexities in layman's terms.
Advice for my Business on Auto Enrolment
Whilst I had been paying into a couple of pensions for a number of years no one was reviewing how these were performing so I was looking for someone to review my arrangements. George highlighted a number of areas where my pensions were not working too well for me and researched and recommended a new plan. The early signs regarding my pensions performance are good and George is about to undertake the annual review.
Early Fund Growth
We discussed different options on whether to top up my pension pot with the redundancy money or to invest the cash. After considering lots of options I decided to transfer my pension out of the occupational scheme and the funds are now invested in a range of funds in line with the risk profile of my choice. The latest statement provided showed that the fund had grown by more than the amount of the fees charged.
Happy to Recommend George
He gave me practical and easy to understand options and advice in relation to my pension. I changed from employed to self employed and needed to set clear objectives for my retirement given my changing circumstances. I was completely happy with the service. I have known George in a professional capacity for over 20 years and would be happy to recommend him to my friends and family (and indeed I have) for financial advice.
Family Protection Advice
Leaving full-time employment due to voluntary redundancy, George provided advice on insurance and family protection products to replace the in-work benefits that were no longer available to me. We also discussed the possibility of transferring my existing pension pot to another provider. All the required cover is now in place and I am very happy with the policies and the costs involved.
George Goes Beyond What is Reasonable
I needed pension and savings advice for myself and funding, pension and insurance advice for my company. George had a thorough knowledge of the market and I very quickly realised I could trust his advice for finding the best solutions for me.
I have been very satisfied that George is getting the best deal for me and that he is prepared to go well beyond what I would have reasonably expected. George obviously prides himself with solving his clients problems sometimes with no financial gain for himself.