I had a number of pension plans with various providers and none of them were very easy to understand. I needed someone to consolidate and explain how I stood financially.Brian helped draw together all the different pots, assessed what type of pension plan I wanted based on my attitude to financial risk and then completed the paperwork very smoothly.
I understand and can follow my future pension arrangements now and feel that I have a better understanding of my financial position. Regular reviews allow me to monitor my progress, I recently increased my premiums voluntarily and again this was easy to arrange. Pensions are not the easiest areas of financial planning but Brian has helped make things more simple.