We wanted on-going and 'up to date' information regarding Pensions.
Stephen provided an excellent service as to the options available to us. He answered many questions that we had and gave sound advice.
Yes. We receive regular pension updates which are clear to understand. Plus, we have an annual Pension review with Stephen.
There is nothing that could be done better.
To sort out my husband's affairs after he died. Advice after inheritance from an aunt.
I have known Stephen for at least 25 years. He has always been calm, sensible and knowledgeable.
Stephen has made sure I have an income from my investments in line with my risk awareness.
Sold house and got married
Advice and Support
Nothing I can think of
Approaching retirement and requiring financial advice to manage savings and pension income to achieve financial security in retirement
Steven has provided both financial advice and management of our accrued finances.
Not as yet, hence not giving the maximum marks. However in these difficult times we have assessed the performance of the funds managed by Steven against funds not managed by Steven, and it is apparent that Steven is providing a good value for money service.
Provide a service that provides a higher income return.
I needed some guidance on my pension for the future
He has looked after my investments over a number of years and provided excellent advice always.
Yes, I am very pleased at how Stephen and his colleagues have looked after me, especially in these troubled times.