To help with our finances and for pensions
Advice on pensions and general finances
I was looking for income protection should I no longer be able to work due to illness or injury.
Tom was very helpful, gave advice and presented me with options that worked best for my circumstances. He went the extra mile to ensure the process ran smoothly.
Yes, I've been able to sign up for the best income protection plan that suits my needs.
Tom's service was excellent, I don't think there is anything he could have done better.
I have been with SJP for over 30 years, initially to progress a simple personal pension plan but subsequently broadening out to holistic financial planning and advice.
Since Peter took over as my financial adviser we have discussed and shaped our approach to a broad number of financial topics and challenges/opportunities, especially around pension planning and inheritance tax. Throughout he has taken a considerable amount of time to ensure he has understood me as an individual and my personal circumstances and motivations, as well as my financial landscape. As well as his direct thoughts and counsel, he has done a great job of bringing to bear the expertise and knowledge base across SJP.
It is much too early to know whether the actions taken/under consideration will prove to be as valuable as anticipated, but I am extremely confident we are going about things in exactly the right way.
I can honestly say that nothing springs to mind!
We started our own business in 2020 and wanted to better understand our personal finance position through self-employment, particularly with regard to our pensions and the income we had accrued through our business.
Tom has been invaluable in presenting our options and taking time to understand our personal and business circumstances. We have been able to better understand our business position and it has allowed us to make informed decisions for the benefit of ourselves and our business. Tom has been and is proactive in providing advice and is always going the extra yard to keep us informed and provide assistance where needed.
Absolutely, our personal and business finances are in a much better place than previously and we have much more focus. It's great that Tom is so accessible.
Leaving the country and needing an FA to look after my pension until my retirement age.
Tom has reviewed my risk profile and advised on an investment portfolio that looks after my risk appetite and retirement needs.
Tom couldn't have been better, he has patiently guided me through the entire process. I am glad to have him on my side with this process.