Top Rated Firm 2023
I required professional management of my investment and pension portfolio.
Performance of my portfolio over the last two years has been disappointing but this is in line with the market. We are taking a longer term view so it is too early to assess outcomes.
Donna has provided sound advice on investment selection to meet our risk profile and future income needs.
I would like to have more regular reviews to ensure any decisions on potential changes to our portfolio can be made in a timely fashion.
My existing IFA was retiring and I took the opportunity to research what alternatives were available.
I'm delighted with the outcome.
Josh is knowledgeable, easy to talk to and has worked with me to understand both my short term and longer term requirements.
Good quality advice in transferring my pension into a SIPP
Need to monitor my SIPP
He has given relevant advice and shows he understands my and my wife's requirements, all provided in a friendly and effective way
Nothing springs to mind
To sort my pensions
Great so helpful. Would definitely recommend Dean