My name is Doctor Trish Fisher, and I live in Sheffield. I am a Consultant Oncologist and I work at Weston Park which is the cancer hospital in Sheffield.
Well before I got involved with Ray I already had a financial adviser, I had some assistance with some products but actually I think I had the wrong balance, I had a lot of life cover which as a single person with no mortgage wasn’t particularly appropriate, I don’t think and I think everything needed balancing out.
I found Ray very easy to work with, there’s no pressure to consider anything you’re not comfortable with and there’s plenty of advice. I had a very positive experience of working with Ray.
I think the main benefit of working with Ray has been that I do feel more in control financially, I think things are much better balanced, I know I’ve got someone I can turn to for advice when I need particular queries and help but I also know that when I’m very busy at work and not keeping an eye on my finances I do know that somebody is having an overall view of what’s going on.
Well in terms of where I am now with my finances I’m actually very reassured that I am on track to do the things that are important to me which are firstly to pay off my mortgage very quickly, hopefully within the next 12 months, and also I’m reassured currently everything I’ve got in position means that I should be able to plan when I want to retire and be in a good financial position in my retirement and I think that in particular is very important to me and my partner.
I would definitely recommend other doctors and dentists use your service and as I say I’ve found the whole experience very positive and unlike some other financial advisers not at all pushy and I never feel I’ve been pushed in a direction I am not completely comfortable with.
I think if you were unsure of using their services I would say that I’ve always found it very helpful, that we’re all very busy people and don’t have the time to do the financial research and to keep a close eye on our investments and I think that someone else to be doing that for you and giving you advice that you know is very reasonable and very fair it takes a lot of stress off that particular area in your life and allows you to concentrate on other things.
