To seek advice on consolidating a number of smaller pensions and changing the beneficiaries of a main pension.
Craig helped me to understand the pros and cons of drawdown at the earliest opportunity and to change the names of the beneficiaries on my main pension.
The beneficiaries have been changed and Craig has given me instructions on how to proceed to obtain the value of a pension I can drawdown early.
I have several small pensions that are of low value and I was looking to see how best to improve my overall income when I retire.
Advised which pensions to keep as they are and which to cash in so I could invest the lump sum and income elsewhere. Also helped me sort out beneficiaries etc.
Yes, I now have a healthy pension pot and get regular weekly news feed via email.
Nothing, just wished I lived closer to their base
My father and grand father past away
My grand father passed away and then my father passed away while he was dealing with my grandads affairs, leaving myself to deal with both. Craig has been invaluable with his help & advice as I dealt with the estates, ensured my mothers pension income meets her needs, re-investing the inheritance and planning for the future.
Yes I’m very happy with the outcome
My father passed away & my grand father passed away
My father passed away while in the process of handling my grand fathers financial affairs, leaving me to manage both, Ed’s advice has been invaluable in helping me through this time, managing investments, inheritance and helping me to ensure my mother and grandmothers pensions & financial affairs are in order
Yes I am very happy with the outcome
Sorted out my finances to be able to retire without worrying about my income.
Yes it has really benefited my wife and I. Without there advice we would not be in the healthy position we now find ourselves in.
In my opinion they did everything possible to help us in our situation.