Following an annual review of my existing pension I was a bit concerned with my financial retirement fund.
David reviewed my existing pension fund and now we have a ten year plan in place to a happy retirement. Existing savings were also reviewed and these have been put to work to earn a better return.
Forecast is promising but we are just getting started
David explained the whole process with clear information and plenty of time for me to make a decision without any pressure.
I took early retirement and had several pensions with different companies, plus savings and an outstanding mortgage that I required advice on.
Bill provided great advice and helped to merge all my pensions in to one. Also provided advice on our outstanding mortgage and savings. Bill explained all the options very clearly and professionally.
Yes, the outcome has been better than we imagined and has given us great peace of mind going into our retirement. We can relax without any financial worries.
I can’t see how anything could be improved on. A very professional company.
I was the process of retirement from work.
Bill advised me regarding my pension plan
Yes, I am satisfied with the outcome
The service was first class considering we were in the midst of a pandemic.
Pension advice needed
Bill helped me transfer my pension and has grown it very well since it has been under his management
Initially a mortgage, then employment protection, investments, private pensions, inheritance planning.
He took time to understand me and my family’s needs. He took a long term view as well as a short term view of our needs. He is extremely knowledgable and intelligent and that combined with a friendly and supportive personality make Bill and Parkgate easily recommendable. I’ve recommended Bill on many occasions over the last 25 years.
Yes I think so. Bill has always provided a realistic and considered view of the market, government policy and considered my attitude to risk.
Can’t think of anything.