23 reviews | 1 verified advisers
Nothing.
As a follow up for the C.I.S.
Good advice.
Yes.
Nothing
I needed someone who I could trust to advise me on my pension.
John has given me very sound and helpful advice on my personal pension funds.
Currently yes and I don’t expect anything to change as we go forward
Nothing
My company pension pot needed to be invested
He has found me the best company to manage my private pension pot , helped me set up power of attorney Make a will
Yes
Just keep doing what they do best.
Have known John from when he worked for the Co Op, he is polite, friendly, felt comfortable with his attitude and persona, when we needed advise John was our choice.
He is always approachable, and will listen to any concerns we might have. Has taken time to talk to our family
Yes we have and pleased with the outcome
There was nothing that could have been better.
We had some savings which we wanted to invest, perhaps long term.
John has had a long chat with us and given us the reassurance that the investments we have taken out are very adequate for our demands.
Most definitely, as we were able to talk with him face to face made a great difference as that is not always the way with a lot of companies. That reassurance meant the world to us.