I originally needed to review several company pension schemes I had with a view to the best option for me to either keep them in place or consolidate them. Brian spent the time reviewing the pensions schemes, and based on my personal circumstances advised me of the option he considered best for my future. There was no obligation to follow the advice, but based on our conversations of all the different options, we agreed on a strategy that suited my outlook for the future. I have definitely seen the outcome I was looking for, as I receive annual reviews and can see the benefits of my choices and the additional funds I now have in my pension pot. I am very happy with the current situation and look forward to a positive future. I have already recommended Brian to my friends and work colleagues.
Ian Pegg – 22nd April 2020
May 19, 2020