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The testimonials shown below are a selection of our recent reviews published via the independent website, VouchedFor.
I had occupational pensions from previous employment which were not increasing in value. He amalgamated them together in order for them to be under my control. The funds have increased in value over the years.
Bill - January 2017
We had two private pensions due to mature. Stephen put forward good options for us to choose from. The outcome is better than we had predicted.
James - January 2017
We were looking to get the best advice in taking advantage of new opportunities with pensions. Stephen provided very comprehensive and clear guidance on the pros and cons of various options available with projections of likely outcomes with each option. There was a lot of detail to go through and his approach was measured and patient.
Richard - November 2016
We were looking for pensions and retirement advice. Stephen provided clear to understand information and advice allowing me to make the best possible decisions. He showed a clear and knowledgeable understanding of the issues relevant to my situation and expectations. He was patient and clear when explaining the complex issues I needed to understand and to make decisions.
Tom - November 16
We were planning for retirement. Stephen gave us advice on all aspects of our finances. I am very happy to say he has looked after us and has been there if needed. Anything he thought you needed to do or know he soon lets you know.
Brian - November 2016