I needed to consolidate my various pension pots, with the intention of maximising the investment capabilities. Brian recommended I set up a drawdown pension and carried out a lot of detailed work. He placed the pot in investments that are in line with my attitude of risk and my ethical preferences. I am delighted with the outcome. I remain one of Brian’s clients and am likely to stay with him. Given the unusual times we live in, Brian’s advice is valued. I can’t identify any areas where Brian can work better. He has carried out my wishes and provided a product I am happy with.
Paul Brown – 27th April 2020
May 19, 2020