Our life insurance had come to an end.
We gave John all the information he required and a very small budget. He did exceptionally well, spent a lot of time researching and did not try to sell us a policy over our budget.
John is very approachable, patient and knowledgeable. I don’t feel he could have done anything better.
Investment advice in respect of pension
Following the investment of pension fund cash John reviewed the investments previously advised to ensure they met our investment needs for the immediate and longer term future.
Yes- fund growth.
No- he has met our needs.
Re investing a pension
Explained various options and advised the best for me.
This was my annual review with Johnn
revisited my existing plans, needs and objectives to ensure everything was on track
Yes - John even produced a cash flow model to show the long term effects to meet our needs and reconfirmed and gave us confidence that our investments were doing just bas they were planned to do.
nothing - provided a full comprehensive review and even looked at long term issues such as our wills and having Power of Attorney in place
Needed to consolidate the pension from various jobs
John got all the information together and fully discussed our requirements with us. He kept us fully informed at every stage. He spoke to us in plain language and we were able to ask questions at each stage, at no time did we feel pressurised to take his advice.
It is early days but all paperwork has been received.