I needed an IFA to advise me on whether to transfer out of a defined benefit scheme into a private pension.
Mark advised me on whether the CETV was competitive and whether it would be in my interest to transfer out. We covered all other financial aspects with my wife and I, plus carried out a full transfer analysis report which helped me in my reaching my decision.
Yes, after taking full advice and making the decision the pension transfer has been completed successfully.
Nothing really, the process went smoothly and Mark kept me up to date at all relevant stages.
owning a business i was looking for a pension for the later part of life
Mark advised on the best pension for myself and my partner
yes most definitely
nothing i feel my money is in the best hands it could be in
Accessing and merging pension funds
Mark looked into all my existing pensions and gave advice in future intake
Was very pleased with the outcome
Did everything according to my wishes
Retirement.needed to sort my pensions and finances out
Explained everything in layman's terms and gave good advice.mark was recommended to me by a friend
I wanted to review my current precision value and projection to assess whether I was on track with my goals.
Mark took time to understand my circumstances and to consider what the appropriate course of actions were. He made his recommendations and was happy to be questioned and challenged on them. He was patient with me whilst doing so.
Yes. The conversation and guidance from Mark both reassured me and led to a change in approach.