When my wife and I had a family and then I established my own business, we required financial advice to secure our future.
Vincent listened to our requirements and then made recommendations for the types of products we would need throughout and beyond our working lives.
We are extremely happy and secure in the knowledge that our financial planning is in good hands.
Pension services an investment advice
Provided advice and carried out transfer and investment for pension and carried out other investments
Change in job circumstances meant Vincent's services were initially offered by a new employer to review our family's financial health.
Vincent provided a thorough review of our financial position and was there able to constructively advise us on future financial planning.
Vincent's advise and guidance has certainly helped us set up a more secure financial foundation.
After a portfolio of careers my wife and myself were aiming to consolidate a mix on pension plans. We were also seeking professional savings advice and at one stage advice on remortgaging
Thanks to Vincent‘s timely, professional and honest advice we both feel we are in a good position for retirement, with an adequate pension “pot”, appropriately invested according to our diverse attitudes to risk, and no remaining mortgage burden
I don’t think there is anything Vincent could’ve done better over the many years we have known him. He has been punctilious about arranging home appointments at convenient times and has always offered sober, clear and trustworthy advice.
He was my pension advisor when he was with Zurich so have trusted his advice for years
He gave me excellent professional advice on how to get the best out of my pension, suited to me now and in the future
Yes totally, if fact my investment did better than I expected over the last year, thanks to Vincent