We received excellent, unbiased advice which has saved us thousands! At no time did we feel under pressure to proceed with our investment option, and now we have, we just wish we had done it sooner! …
Jan 23, 2024
Having retired from the financial services industry (a national firm of IFA's), it became an interesting exercise as to where to re invest my pension funds, as I wanted to utilise an active fund manager, as opposed to passive. After a lot …
Jan 23, 2024
I have been a client of theirs since 2013 when I transferred an old Prudential pension to them. I didn't really touch it for a few years until i retired 4 years ago. I transferred my other work private pension in so that it all sat in one …
We received excellent, unbiased advice which has saved us thousands! At no time did we feel under pressure to proceed with our investment option, and now we have, we just wish we had done it sooner! …
Having retired from the financial services industry (a national firm of IFA's), it became an interesting exercise as to where to re invest my pension funds, as I wanted to utilise an active fund manager, as opposed to passive. After a lot …
I have been a client of theirs since 2013 when I transferred an old Prudential pension to them. I didn't really touch it for a few years until i retired 4 years ago. I transferred my other work private pension in so that it all sat in one …