Having a multitude of Company Pensions Plans and assets and not understanding how these translate to retirement goals and how to maximise them
George has helped me to understand my position and how to maximise my current Pension and other capital provisions to allow me to `pre-retire' at an earlier age than I thought possible. His insight has been a godsend as, whilst I have been aware that contributing to my retirement is important, as a very busy professional with multiple pension `pots' I simply did not understand what I had, how to maximise it and how soon (and safely) I could step off or relax my current work work balance
George has helped me to understand my appetite to risk and to recommend investment and retirement consolidation strategies that allow me to set `goals' for my future. He has also provided advice to ensure that I achieve this in the most tax efficient way which, as a higher rate tax payer, is much appreciated and also no more than I am entitled to
George is truly passionate and knowledgeable about what he does...I love that.... but don't share it ! He is quick, informed and intelligent - just remember some of us have to keep up !
To sort out my pensions and put them into one pot that has grown by 6 percent even though the financial crisis.
I can now look forward to my retirement with no worries about my finances
Invest for retirement
Set up investment account
Main reason was to transfer an old company pension
Very helpful explaining how it all works and what I would and wouldn't benefit from
Can't really say as It's my first experience in this field. But I'm pleased so far.