I was looking for a private pension as I'm self-employed and in my mid-twenties looking to get a head start!
Adrian helped me find the best pension for my budget, evaluating risk levels and advising accordingly.
Certainly, I'm still routinely paying into my pension.
Adrian gave me extremely high-quality service and surpassed all expectations.
I retired and need some sound financial advice
Adrian pointed out all the pros and cons regarding my pension pot and set me up with a reputiable provider, he has also answered any questions I have asked him through out the year If i have had any concerns
I have achieved the outcome I wished for and I am very satisfied
Nothing really everything was most satisfactory
I received a windfall and wanted to know the best place to invest it.
After reviewing my financial situation, Craig recommended that investing in my pension was the best course of action (and that I needed a new pension provider). He arranged for the transfer and, although there were a lot of documents to fill in, it all went very smoothly.
Nothing. Craig came across as articulate, intelligent and honest – all good traits in a financial advisor. I gave a three-star rating for value for money only because I am yet to see any financial gain. I understand this is a long-term investment and I am confident that in time this rating will rise to a five.
Looking to get sound investment advice on pension and savings. Planning for long term goals.
Craig is very knowledgeable and professional and has to date helped me to achieve my long term goals. He never applies any pressure but does help clearly identify the benefits involved.
Yes my investment strategy is making good progress.
Pension planning and management
Paul has been working with me for several years now and I am delighted with the service he provides. He is knowledgeable, helpful and honest and always available if I have queries or concerns