444 reviews | 21 verified advisers
Nothing
Previous employers pension
Pension advice and draw down
Yes
Until now my plan is achieving better than expected. So, nothing really.
I was about to retire and required advice.
He had enabled me to develop a strategy through his tutorials and presentations that is both achievable and optimistic.
So far so good.
the need to understand my pension arrangements.
Has held my hand through the review process and given advice on best practice.
My Pension seems to be getting good growth
N/A
I was looking to invest surplus cash.
Deborah looked at the market and provided me with numerous options to invest the money.
Yes, the valuations fluctuate over time, however overall it is a positive outcome.
Nothing very happy
Needed to make sure my savings were in the right place as didn't realise inflation was eating away at them where they were.
Ashley had a look and gave me some suggestions as what to do in my situation. No pressure advice was given and several years later i'm very happy with the results.
yes