"Very close and personal"

Very close and personal

"We have known Iain and Hayley for a few…"

We have known Iain and Hayley for a few years now and of more recently while they have been at Baycrest Wealth. They have been an absolute delight to work with. The are both very personable, responsive and professional. They are incredibly knowledgeable with their investment and pension advice. We would recommend them both to anyone needing helpful, friendly and professional advice.

"Highly recommended"

Baycrest have been looking after my pension and investments for over 10 years, first as an expat and then on my return to live in the UK. I would not hesitate to recommend this company. Iain McKay and his assistant Hayley Laven are always friendly and approachable, are professional and knowledgeable and, most importantly, accessible. They are always quick to respond if there are any questions or issues. They give honest and realistic advice based on the client’s needs and also provide regular reviews and performance updates to check if financial products continue to meet a client’s individual requirements. In particular Iain and Hayley guided me expertly through the complexities of adjusting my financial planning on my return to the UK. I am therefore confident that my finances are being well managed.

"Good communication"

Liked the personal approach and clear communication. The transfer from another bank to Baycrest was handled very well.

"Trustful friendly professional team"

Very friendly professional team.
Open communication, always reachable.
I think my pension fund is managed well and in good hands.
Thank you

"Moving savings out of UK"

I had a savings plan in the UK that I wanted to move out pre-Brexit. For this I came in contact with Iain McKay and Haeley Leaven. They were super helpful in answering all questions and fulfilling my wishes for investment.
All paperwork were prepared and thoroughly talked through before the final commitment.
I can only recommend the service provided by Iain and Hayley with Baycrest Wealth.

"Pension Plan"

Searching for an advisor to handle my pension plan I came across Iain McKay of Baycrest Wealth. Already after the first contact I had the impression that Iain not only has a large knowledge and experience concerning all financial matters but that he also is a trustful person who puts the interest of the client in the foreground. Unlike other providers, with Iain the service doesn’t stop when the contract is signed. Should I have a question or issue, I can always reach either himself or his highly qualified and helpful assistant Hayley and get the support or the answers I am asking for. It is a question of trust to let somebody else handle your financial matters. I have a confident feeling that I made the right choice in handing over my financial matters to Iain.