Testimonials

Mr. Evans, who received advice on the new pension freedoms:

Having completed over 40 years with [name of company withheld] and with a secure Company pension to look forward to in my forthcoming retirement I was bewildered and somewhat apprehensive at the prospect of exploring alternative options available under the new Pension Freedoms introduced by the Government.

The Press has been full of articles offering what seemed to me often conflicting advice. It was clear I needed to consult with an Independant highly qualified Chartered Advisor whom I could totally trust.

Since meeting with Jeremy in September 2014 he has guided me through a minefield providing the highest standards of bespoke professional advice with clear understanding of my expectations and aspirations. He has taken the pressure right off me and enabled me to find the optimum Pension solution that importantly I felt was right for me and also my family.

Mr. P. Davies, Neath – for advice on pensions:

I would like to thank you and your company for the professional way in which you have handled my pension.This was completed much quicker than I expected and without any worry at my time of life.

Mr. & Mrs. S, Gwendraeth Valley – For advice on investments:

I would like to thank you for the professional yet friendly way that you have dealt with our requirements and look forward to meeting you again in the future.

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