72 reviews | 1 verified advisers
No
I had various company pensions with different providers from various employers and it was my goal to combine these into 1 company pension plan. I also wanted advice on whether my current employers plan was right based on my personal circumstances.
Mark provided very clear guidance and advice as to how to combine these pensions (7 in all). Once these were combined I sat down with Mark and we reviewed the investment profile of my current pension scheme and Mark discovered that the investment plan wasn't suitable for my personal circumstances.
Yes, my pension is now invested in much more appropriate plans based on my personal circumstances. Mark explained his advice in a very clear and logical way which helped me come to the right decision for me.
Consolidating retirement income
Pooled all my disparate retirement streams together
Yes
All satisfactory so far
Pension age approaching and financial planning
Collating all my pension information and advising on best investments and options I have without bias
Yes completely
At this time I am satisfied with the help I have received
Advice from my son in law
Set up an investment plan for
At this time difficult to say
Nothing,
I have a couple of DB pensions which I have the option of taking now or transferring to a SIPP arrangement.
Mark took time to understand our financial position, gathered information from the pensions administrators and provided very clear, considered advice to help us navigate a fairly complex set of options relating to taking or transferring pensions whilst balancing the requirements for secure pensions income and estate planning.
Yes.