We were in a situation where we had amounted a considerable amount in our business account and was unsure how to utilise it. We also wanted advice with regard to pensions and investments.
She has helped us invest our money to get the best long term rewards. She has helped us to initially reduce our corporation tax and to invest in company pensions and personal ISA’s which will help massively with our retirement income
Pensions and savings
Sheena's advice comes from a depth of experience, understanding the journey of investments and pensions and what a client needs to see both in the short and long term. She understands the day-to-day needs of her customer base and makes realistic recommendations that can get the best possible outcome. I have always felt in safe hands and very much understood.
I was looking to transfer my pension to another provider who could offer greater flexibility in the options available to me when drawing my pension.
Sheena works in the best interest of her clients to ensure they achieve the best outcome possible.
I have retired as a result of redundancy and Tracey has helped and guided me through what best to do with my work Pension and how I fund my retirement. I have also sold a property and she has guided me as to what are the best options for the proceeds.
The advisor that I was using retired and Sheena was recommended and never looked back
The advice she has given me has been very advantageous
Nothing that comes to mind