Need for setting up private pension.
Provided a life audit, considered options, examined what would suit my circumstances best and set the fund up.
nothing more than he did.
I wanted a mortgage
Carl provided a great service I was 42 and always assumed I was a tad old to get one,Carl’s help was much appreciated
Absolutely,he got me a great mortgage deal when my 5 year fix term was up
Nothing comes to mind ,I also used Carl’s company for setting up a pension and I will be using them again shortly to set up a will Their all friendly ,helpful& trustworthy
Started trading via my new limited company, had 7 different pension schemes so wanted to assess best way forward.
Went through all aspects of my finances and pension considerations.
Yes - pensions consolidated and ongoing advice secured.
Sometimes got lost in the explanations and struggled to keep up but got there eventually.
Buying a house
He prepared and advised me every step, made things much easier for me also good at communicating…
New mortgage needed
Found a great deal for me