Having spent and been financially guided close to 20 years in very capable & sound hands and as I approach my 40th birthday ... I look forward with the upmost confidence in ISM Solutions to another 20, to steer me in the direction of the secure & profitable foundations I'll need to thrive in my latter years.- CH, Managing Director
Steve Hardy was recommended to me by a friend. In less than a year, Steve has helped me to take control of my finances and to put in place plans for my future. He provides reasoned and sound advice tailored to my needs without that hard sell that you sometimes get from other IFAs. He is always available even if I only want to bounce ideas off him. It may sound like a cliché, but I wish that I had spoken to him years ago!.- Suzanne, Solicitor
I've been a wealth management client for about 2 years. Throughout that time I've felt that Glen understands my situation and has been able to tailor an appropriate investment strategy - which we made a little more aggressive than I had before. In the first full year, returns were ahead of the market and more than made up for losses I'd experienced in the crunch. It's also always been a pleasure dealing with him.- MY, Business Consultant
Having to organize and invest an inheritance required lots of advice. I also needed to asks loads and loads of questions. The professionalism of ISM has been invaluable and they are very quickly accessible. - CJ, Retired
The Wealth Creation Service from ISM allows me to plan and monitor my overall financial commitments and ambitions regularly. Steve Hardy, my financial advisor, gives me sensible advice with clear explanations, but most importantly encouragement to plan for options to allow for some choices in the future (and to enjoy taking the odd risk!). I always enjoy our review meetings.
I am (I think) one of his less wealthy clients -an architect, but I feel a valued and respected client and I do like the direct fee structure for the service, rather than percentage fee costs being added to financial products. - JA, Architect
I have used ISM for several years now and find their advice to be practical and them to be very attentive in relation to customer service". DG - Partner in City law firm
Although we have only been clients of ISM for a short period of time, we have already seen a real benefit to our personal finances. We are now much more disciplined and organised about our savings. Dealing with financial matters is no longer something we leave to the bottom of a long "to-do" list as Steve at ISM has been able to do things like sort out of pensions for us and deal with those things that always look like they're going to take you ages to figure out on your own. We are very happy with our experience so far. - Jennifer, Solicitor MacFarlanes