66 reviews | 2 verified advisers
Nothing.
Having tried unsuccessfully to access my retirement pension I asked Sue to help me
Tirelessly pursuing my pension pot provider through months of problems and delays. Sue was always patient and professional and kept me updated throughout. A lovely lady to deal with.
Yes. I am delighted.
Nothing, first class service.
I first approached Elmfield Financial Plannning (Craig Dickenson) to amalgamate two workplace pensions into a drawdown pension.
At age 77, I was aware that my beneficeries would face a hefty tax bill on my pension savings. Having no need of an income from the drawdown pension, Craig explained clearly, both verbally and graphically, how best to access my drawdown pot in the most tax efficient way. He then recommended other products where the money could be reinvested at good returns at relatively low risk.
Yes, the drawdown pension has been set up and I have received my lump sum. I was kept upto date throughout the process by the staff at Elmfield who I found very pleasant and efficient.
They did a great job for me
Best way to transfer my pension,to a better scheme for me
Advice was most helpful
Yes
Nothing
Craig went out of his way to explain everything to my husband in respect of his pensions. very happy with the service
Didn't understand all that's involved regarding pensions and what to do. Craig explained the whole thing in terms we could understand
Yes very pleased
Nothing. I am happy with the outcome and how Craig and his team dealt with me as a client.
I needed to use an advisor to transfer my pension to an alternative product suitable for retirement income.
Arranged the transfer and recommended a suitable product to meet my needs.
Yes