Top Rated Firm 2026
157 reviews | 1 verified advisers
SORTING PENSIONS OUT & PUT IN ONE PLACE
Helped me getting a mortgage
Yes
I really believe that Alistair has given us the best advice. Looking back, I cannot see that we would have done anything differently.
We wanted someone to give advice on our personal pension plans, and also provide other relevant help and advice.
Alistair provides calm and clear advice on a multitude of financial scenarios. He has helped us move our pots where we have seen improved performance, and has also helped us with other financial advice.
Yes. We wanted to see our pension pots perform better than they were, and I believe that this is what we have seen.
Nothing.
I was looking for help and advise on the best options for my four old pensions. To ensure they provided for me with my future retirement plans.
After many meetings where Alistair listened to my thoughts and plans, he was able to advise and guide me to combined my pensions into one. I really appreciated Alistairs thoughtful communications which helped me understand and manage the many letters and forms i received through in the process.
Not yet but how ever over time this should give me the outcome to meet my retirement plans.
Nothing
We initially needed help and guidance with our pensions to ensure they were meeting our future retirement plans. Alistair was, and has continued, to be a great support in helping us manage our finances to ensure we remain financially on track.
Alistair has listened to, and understood, our financial thoughts and plans. Through his friendly, approachable manner he has provided advice and guidance on various products, and supported us through our decisions in planning for our future. Whilst we can contact Alistair at any time for a query, we also have an annual meeting, and he also provides monthly updates which are helpful, and when needed reassuring.
Yes
No
Help with existing pension /morgage advice
Looks after my pension
Yes