74 reviews | 2 verified advisers
Nothing
Drawing tax free pension
Craig has provided me with advice about my personal pension and taken care of administration regarding tax free pension drawings.
Yes
Nothing.
We needed expertise to complete a HMRC Inheritance Tax form.
She completed the forms.
Yes.
nothing
tax free lump sum investment
advice, recommendations, support & all paperwork
yes , so far
Nothing springs to mind about anything to do better
Trying to sort 2 separate pensions into one but didn't have the know how to do it
Explained in plain English how and why Craig was doing what choice he did
Yes definitely had the outcome I was hoping for infact it was better than expected
Nothing
Buying a new house
Sue was very professional and knowledgeable
Yes