Client testimonials
WHAT OUR CLIENTS SAY
They looked at my generic workplace pension and put into a bespoke vehicle that meets my individual needs. This is aligned with my risk profile and desired retirement age.
This has vastly outperformed my previous work pension scheme.
Martin – Newcastle
They spent time listening to my requirements and then explaining my options, and on agreement put what I required in place for me.
James – Ayrshire
The adviser was amazing. They arranged an agreement in principle very quickly and pulled together the info to get our mortgage approved so very quickly – even although I am self-employed. Since then they have helped us manage our insurance and pension provision in a transparent and effective way.
Mark – Kilmarnock
I needed an advisor to help me retire in 20 years and wanted to get my money working at its best for me. They talked me through safe and high risk pension investments and settled on a strategy I was very happy with.
Dorina – London
As usual over the last year they have provided excellent service and, of course, sound advice, as they have done for many years.
Ronnie – Ayrshire
Like most people in recent times, I was feeling concerned with the fluctuations in my pension fund but did feel more relaxed and confident after listening to the advice which is backed up with historical market patterns.
Gordon – Glasgow