to help with pension advice
he talked through all regarding my pension
very much so he has helped me with all parts of my pension and has also explained regarding future matters
I cannot think of anything that could have been done better Try as I might
Annual review mid January 2020. Talked through ongoing investments and tax free drawdown options. Also advice on measures to protect savings and house transfers to three children in the event of my demise.
Excellent service as usual particularly regarding current pandemic where I have felt reassured and confident.
An investment I had with my own bank matured however the bank no longer gave advice on investments. A good friend recommended Explore Wealth.
He advised me on all aspects of my investments.
Yes I have been very pleased with the outcome.
I can’t find any fault with Steven’s advice therefore I cannot suggest any improvements.