Top Rated Firm 2022
April recently became my IFA after my previous contact moved on - she helps me with pension planning and investments.
April was extremely friendly and attentive, explaining the current situation regarding my pension and investments. She modelled future income and expenditure to predict cash flows and give peace of mind. Further investment alternatives were discussed to provide a more appropriate solution. Very engaging, knowledgeable and personable.
Yes - more confident about future planning and investment solutions
I kept receiving reminders in the post about my Pension, and also spoke to friends of the same age about there plans for retirement. I did not know what the best option would be so I typed Financial planning into Google and TPO came out on top.
Jasmine has given me clear help and advice, and also put my mind at ease with some of the cost involved. Always helpful and understanding.
Not as yet. I would hope to see some change in the next 1 to 2 years. But the goal is not due for about 10 years.
That is a difficult question as I came to TPO for help and not to look at what they could do better.
Currently savings are in very low-interest accounts
Having reviewed our situation we jointly came to the conclusion that his services were not relevant to us at this stage an that we should use their Savings Champion service instead.
No but that is in no way Chris's fault.
Nothing really - Chris was very straightforward and honest which we appreciate.
Edward has been very helpful, he is clear, precise and understanding. He is always happy to go over and over the little details that I have not understood or missed.
Yes indeed I have.
Nothing comes to mind.
My wife and I needed advice as we are taking early retirement. We needed to find the best way to use our pensions to facilitate this
Sound advice with clarity and professionalism. Always helpful and available. With him managing our affairs we are still confident to carry out our plans even in these uncertain times.
Predicted a war in Europe...(joke)