I work as an accountant and wanted support with setting up employer benefits for my clients including pensions and death in service.
He has supported every client that I have referred providing a professional and timely service, and has helped with auto-enrolment pensions, other workplace benefits for staff members, as well as advising clients on how to be tax-efficient when exiting a business
Looking for support on a defined benefit transfer and drawdown strategy
Using cash-flow and tax modelling he was able to show me that I would have more than sufficient assets to meet my income needs. His team were able to support with a detailed analysis of all the individual pensions that I was in, allowing me to consolidate them and move them into a drawdown plan.
Yes - very impressed.
Looking for good investment opportunities
Transferring my SIP to a better preforming product and investment advice
I felt out of control of my future and financial stability
He explained in simple terms the best solutions and tax efficient way of saving to ensure I can meet my goals.
Yes, i have been saving more without any detriment to my present financial position.
I had never organised my own pension previously and wanted the guidance of a financial advisor.
He helped guide me with the process of choosing funds that suited my risk level, as well as being friendly and knowledgeable.
Yes, under his guidance I have now set up a retirement account to which I am contributing monthly, and I am excited to do further business with him in the future.