Looking to transfer pensions.
Neil Explained all the different scenarios of pension transfer wether it would be suitable to move or not and gave great advice in doing this made up my mind to go with Neil at RIS.
Yes all went very smoothly and was kept informed right through the whole process and anything I was unsure about Neil would be available to re explain.
Nothing the service I received from Neil and RIS was excellent from start to finish.
Former advisor retired
Set up my ISAs and also funds
Yes I have !!
I really dont think Neil could have done anything better? He was 1st class in dealing with all my monetary issues!!!
Transfer of aDefined Benefit Pension to a more flexible option.
Greg acted for me in this process, explaining all pros and cons of the available options given our individual circumstances.
Yes we got the outcome we hoped for and we’re delighted with this result.
We were delighted with all aspects of the service we received. All explanations and illustrations were clearly explained in a friendly and professional manner.
Coming to the end of my career, looking to consolidate pensions and investments with IHT planning a major consideration.
Evaluated different options, laying out pros and cons in a very clear way and making a recommendation that meet my needs in terms of timing, risk profile, future income needs and cost.
In terms of pension consolidation yes. In terms of retirement income and IHT planning, this is currently work in progress.
Nothing comes to mind.
Wanted to take early retirement and receive an income from investments.
Greg worked out a plan of income for us using some pensions while leaving some of my pensions alone, giving sound advice and reasons.
Yes, we have monthly income allowing me to retire four years early with other pensions still to come into play when due.
I don’t think anything could have been done better. Greg and Neil are approachable and listen.