Darren Fraser, CISI 1

Implementing an investment strategy with AHR continues to provide me confidence that my wealth is being managed appropriately. In this turbulent global period, a planned entry into the investment markets and long-term growth goals are ensuring that risks are mitigated, and growth meets my expectations.

Key to meeting my expectations has been the AHR teams understanding of my goals and aspirations, which is enabled through access to the whole team, whether it is their Chief Investment Officer Iain Ramsay to review and understand my balance of investments or Private Wealth Director James Ferguson for tax planning and repatriation purposes.

All this is facilitated through my Client Services Manager Darren Fraser. His communication updates ensure I’m informed about the measures AHR are taking to protect my investments and to plan for future growth. They assist me in understanding what the market forecasts are predicting and how proactive AHR are being.

Darren listens to my dreams and helps me understand what AHR can do to help make them come true. This is not at the expense of professional integrity however, and if an investment strategy is not right, then it is not recommended.

All this builds confidence that investing with AHR was the right decision for me, and I’m looking forward to reaping the financial rewards of their hard work.

Darren has been looking after my investments and advising me on financial planning for over 2 years now. Darren is extremely professional and I value his expertise and advice.

He never forgets our scheduled zoom calls and takes the time to find out what is happening in my life and how he can best help me to adapt to those changes financially.

Darren is capable of communicating complex financial scenarios into easily understandable pieces of information .... which I am grateful for.

I am very happy with the service I get from Darren and highly recommend him to anyone seeking professional financial planning advice.

Darren is easily contactable, approachable and gives honest, simple to understand advice.

We have regular reviews together and he adapts the portfolio effectively to the current economic climate as well as looking to the potential future.

Darren has a vast knowledge of the financial markets and products available for investing and he has provided me with excellent advice.

I have been fortunate to have Darren act as my Wealth Manager for some time now. During the period that I have known him, I have found him to be be very direct with his advice, quick to offer workable solutions, and ready to promote mitigations to future risks which occur due to the current volitile financal markets.

He is always ready to seek advice from experts when necessary, and quick to revert back with answers to questions.

As well as his technical knowhow, he is also fun to talk to and always has an open and friendly attitude.

Since moving my pension to AHR I have seen immediate and positive results with my money growing in value. Darren has given me a focused financial plan and supported the plan with clear justification- which has proven to be an education for me in itself.

The regular personal reviews online with Darren and the mobile application keep me well informed and provide comfort knowing how the plan is performing in a clear understandable manner.

The additional Life insurance plan is also excellent.