We’re really careful with the pensions and investments advice we give our clients. We take great pains to ensure that our advice suits the exact needs of our customers, in some cases that means that we advise that they don’t invest at all.
A trusted financial advisor
Because of this approach we have built up a lot of trust. The result of this are the lovely reviews we receive on VouchedFor, the independent website which ranks Financial Advisors, Solicitors and Accountants.
We really pleased with our over score of 4.7 out of 5. Most of our customers score us 5 out of 5 on everything and we’re trying hard to get our score up.
Here are just a few of the wonderful comments we’re received. All are from verified clients.
Stephen gave me a free initial consultation, which was nearly 2 hours long. He carefully explained to me the type of pensions that I hold, the advantages and disadvantages of keeping each one, the issues I needed to consider in transferring them to one provider and the options available for me. He then researched both my current ‘pots’ and options in some depth and reported back to me carefully and clearly, providing a written report, and talking all aspects through with me in full.
Steve recommended and implemented a portfolio of funds for my pension and consolidated my existing pensions onto a new platform. It has performed very well. He has also recommended a fund portfolio for my ISA which he is in the process of setting up.
We had a very small problem with post which Steve is now resolving and in the meantime Steve went out of his way to meet me at my work location during the day complete our current business. Excellent service.
Stephen was extremely professional and helpful in every aspect of his work for us. He was patient and understanding when we struggled and gave very straightforward practical advice which was put in a language we could easily understand. Communication from him and his team was excellent.
Stephen provided us with a comprehensive report after listening carefully to what we needed, his fees were reasonable (we spoke to three IFAs) and proportionate to the work he carried out and we will continue to work with Stephen going forward. Overall thoroughly impressed.
We make a huge effort to get to know our clients and understand their financial and retirement needs, only that way can we ensure we give the best possible advice.
If we can help you with your pensions please call us 0113 436 0110 or fill in the form below.
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