5 out of 5

If you have ever visited our website, you will see that we have set out our goals and standards in our company ‘Mission Statement’:

We are driven by traditional values based on outstanding client service, building long term relationships, delivering highly qualified advice and essentially from the first point of contact through to ongoing service putting our clients mind at ease.

We quite often receive reviews and feedback from our clients which allow us to reflect on this simple statement and below is a recent example of feedback which suggests we are on track:

What were the circumstances that caused you to look for an adviser?

I have 2 final salary pensions one which had sat for several years and one with a company that I ceased working for years ago. I am not married but live with my partner. I was looking initially for advice on what would happen to the monies I had accrued in the event of my death and what could be done to ‘ring fence’ those monies.

How did your adviser help you?

He explained thoroughly what my dependents would and more importantly would not receive from my pensions. Taking those facts into consideration I made the decision to move those monies into an investment fund and in doing so take the tax-free lump sum that was available, this only after much consultation with my adviser as he explained the pros and cons of coming out of the final salary pensions.

What is your current situation? Have you seen the outcome you were hoping for?

I am in the process of receiving my tax-free lump sums and it is still very early days for those monies now in an investment fund however everything to date has gone very smoothly, I have no reason to believe that they will not continue to do so.

What could they have done better?

In all honesty I do not believe I could have received any better help and advice than that offered to me by the adviser, extremely thorough and clear.


Advice: 5 star

Service: 5 star

Value: 5 star


We were delighted to receive this positive feedback as to us it proves we are delivering a level of service our clients can rely on. If you would like to arrange a FREE initial consultation with one of our team of experienced Financial Planners then please contact the office on 01778 342291 to arrange an appointment.