Planning for my retirement.
He saved me from the poor advise I had from my previous FA. Under his guidance, I have understood completely the financial picture and the necessary action to take for a happy retirement for me and my wife. He uses a language comprehendible to a layman like me and I have no hesitation in recommending him highly.
Yes - looks like I'm in for a very happy retirement.
Difficult to say as Covid-19 has slowed everything down.
I wanted to re-invest my final salary pension.
Tony was able to review my final salary pension and recommend a new basis for this, whilst appreciating my plans until retirement.
Yes, despite Covid, my pension has made good progress in the time it has been reinvested. I had an annual review recently and was able to understand the plans for the next 12 months.
Nothing - happy with the outcome.
Calum continues to give us high quality and individual guidance and advice both as part of the ongoing service but also when we need help with something specific. His input is always timely, clear and articulate and we feel we benefit a great deal from his professionalism, attention to detail and great communication.
Provided excellent help in securing changes to Mortgage and life insurance. Was thorough throughout process and really made things easier to understand
Calum gives you the confidence of just being available to assist and communicate easily in the matters relevant to our circumstances