Transfer of pension and looking for sound advise
Neil, took me through the process from start to finish explain all the pros and cons along the way to allow me to make a decision on what i wanted to do and making sure i knew all aspects of transferring my pension
very early days , but nothing at this time make me think my outcome cannot be achieved
After an initial mis understanding , which was not of Neil's doing, Neil went through the process in a professional manner but in a friendly way that put you at ease and this helped in understanding the process and the decisions that had to be moved
Transferring my pension from a work plan.
gave me great advice about transferring my pension from my works plan yes
Yes i did.
Nothing as despite covid19 restrictions, my advisor did everything remotely which was great and handled it perfectly.
Neil put our finances in place for investment and retirement.
Too early to tell but hopefully!
Neil covered all bases and explain everything clearly.
Dissatisfied with previous IFA and wished for more proactive tailored service. With funds to invest I needed specialist advice to better performing products.
Straightaway, Neil came over as a competent, accomplished and interested professional adviser. He quickly understood our needs, assessed our financial situation and produced an dedicated investment plan which we implemented.
Too early to tell yet. The damaging economic effects of coronavirus are still unfolding. Judicious investment should bring positive results.
Couldn't find fault. Neil responded promptly to any queries and quickly dealt with any issues.
I was needing help and advice for investing company funds so was needing sound professional help
Neil analysed what was required and made proposals with a long term plan
The investment was making nice steady return then the pandemic hit but to be honest has bounced back stronger
Neil is a dedicated advisor and keeps you well informed and up to date looking after our account. Feels totally safe