426 reviews | 9 verified advisers
Nothing
I was looking for advice on investing my money in a private pension.
Alison has been very helpful in giving me a detailed overview of how my investments have faired during the last 12 months.
Yes I'm happy with the outcome.
There is quite a long "lead time" for my withdrawal of tax free lump sums but I understand that this is mainly due to the bureocracy within James Hay.
I had an early retirement at age 62 due to medical reasons and therefore I needed a plan that would be flexible enough to provide regular income but also leave the option of tax free money along the way.
Tom has conducted our annual review, firstly in person and latterly on Zoom, together with our FA Kevin Rhoades of Penmor. Tom is personable and knowledgeable and also keeps up with our personal and family issues.
IP have maintained a regular, positive enrichment of my pension fund with careful and competent investment decisions
Suggested changes questions from first draft report were incorporated in final version
I am not a pension expert and he was recommended
Plan cash flow for retirement with good review of individual pension characteristics
Yes
Honestly, I cannot say that Sion could have done better.
Coming up to retirement I was faced with complex choices, I did not fully understand.
Yes he reassured and confirmed my thoughts, offered me some alternatives, and generally helped me.
He helped me come to the right decision.
It’s all good at the momebt
Looking for investment advice to help make our savings work for us and provide financial security going forward.
Alison has provided clear guidance and recommendations for investments and helped us make the most of allowances in ways we would never have thought of.
Investments are increasing as proposed and platforms are easy to track and monitor.