Diane Ryan – 18th January 2021
I had an underperforming pension fund from a previous employer. Brian discussed my options, and arranged a transfer and got the pension performing.
Peter Flack – 18th January 2021
I needed to transfer my pension so l could withdraw some money.Brian was professional from start to finish. Thank you so much we really do appreciate all you have done and now feel a lot more secure knowing we can survive.
Phil Rushton -19th January 2021
I needed to sort out my pension and investment help. Brian put all my little pensions into one which is now growing nicely.He's making me money and that's alright by me. Keep up the good work.
Helen Den Hartog – 26th January 2021
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.
Kirk Mayfield – 16th February 2021
I wasn’t happy the way my pension was growing. Professional advice right from the word go, very easy to understand Brian’s forward progressions. Thank you for your total professionalism from the very first conversation to the finish, easily understood Brian’s advice and suggestions, I would highly recommend.
Kevin Sims – 18th March 2021
I was looking to take a lump sum from my pension pot. He explained the situation in detail and easy to understand, no jargon and if there was he explained this in simpler terms. Brian thank you for your advice.
Steven Lewis – 30th March 2021
Brian is excellent at his job and I would happily recommend his services to anyone who requires assistance in this field.
Jim Rookyard – 10th April 2021
I am not surprised he’s at the top he explains financial terms the way I can understand and I consider him very friendly and understanding. He’s a gentleman.
Claire Hallwood -16th April 2021
I required assistance with my pensions as they were not performing to their full potential. Brian gave me great advice, helped me understand my pensions in great detail and found the best plan for me. I have already seen a huge rise in my pension pot and I am so grateful for Brian’s help. I would recommend to all and have done already to anyone who will listen.
Nic Bracegirdle – 17th April 2021
Brian gives sound advice which is easy to understand and answers all my queries and even through covid has always been available to contact
Joanne Wilson – 21st April 2021
Conscious of Covid safety and always circumspect and professional, Brian contacted me to let me respectfully know that I needed to update the trustee to my savings/investments after a suitable time following my partner's death, also advising a change of will, something I had put to the back of my mind, and for which I was grateful. He was able to advise on monies from deferment of State pension after I requested help/advice. Over the years Brian has always steered me in the right direction and has made a good deal of money for me despite the fluctuating fortunes of the economic market. He has been a boon.
Ian Emm – 22nd April 2021
Because of the Covid virus I haven’t visited Brian at his offices for an update. But Brian regularly keeps me updated on any changes connected with my pension and it’s investments. I know that a phone call or an email to Brian will result in him answering any queries that I might have.
Jill Caley – 23rd April 2021
Brian helped me obtain a greater understanding of my pension, how it works, and on how to maintain it going forward into retirement, just good housekeeping advice. Best Financial Adviser I have ever dealt with 5 Star Rated Firm in my opinion.
Zoe Parton – 30th April 2021
Brian has been able to provide a more preferable fund which allowed me to release some money and reinvest the remaining with companies giving a better return on my investment. Thanks again Brian for all your advice, keeping me informed and replying swiftly on emails.
Stephen Hallam – 3 May 2021
Best returns on my pension Brian has continued to help get the best return on my personal pension. Thank you.
Mark Vaughan – 3 May 2021
Pension is flying Brian contacts us regularly to update us, my pension is flying which is totally down to me acting on the advice I was given backed up by hard facts. I am very happy with the service provided even though I can be hard to please.
Julie Pegg – 7 June 2021
Professional caring advice I needed help with financial planning on a new house build. Brian was extremely caring regarding our situation along with remaining professional. All of our needs have been satisfied.
Mark Clarke – 1 November 2021
A pleasant experience I needed to release funds due to surgery.Brian gave me clear advice and options and was not put under any pressure. A pleasant experience for someone who had never looked for advice in the past, and was made to feel comfortable and at ease.
Sharon Frogson – 1 November 2021
Grateful for the advice and help I wanted to retire so that I could care for my husband who has a rare blood cancer. Brian helped by consolidating my pensions, allowing me to take a tax free lump sum which meant I was able to retire early. There were no problems and we are both grateful for the help and advice that we received. We are very pleased with the service.
Andy Pattenden – 1 November 2021
Excellent advice I was put in contact with Brian through a member of the family as I was looking to start a private pension. Brian gave me excellent advice on a private pension, transferring funds and ultimately setting one up. So far I am happy with the service I have received. At the moment there is nothing that I believe could have been improved
Chris Webb – 1 November 2021
Top quality advice I had a lot of pensions I needed advice of what to do. Brian provided top quality advice about all my pensions and what to do with each one, and now they have been moved into a better place.
Maria Peggs – 3 November 2021
Pensions are performing extremely well I approached Brian to look at my longer term financial planning. He scoped out all my financial needs and helped me put a realistic plan in place to achieve my goals by my retirement age. Its too early to see from what I do know the pensions are performing extremely well. Perfect service for what I needed. Plain speaking, no jargon and really helpful.
Sadhana Bhatt – 23rd November 2021
Found the best solution for my pension needs I had many pension plans and was looking to consolidate them. Brian came as a recommendation so I approached him. He reviewed all my pensions and explained each one in turn. He then found the best solutions for me and did all the transfer work. I have started to see the benefit of working with Brian.
Ged Watson – 10th January 2021
During a difficult time for myself, Brian advised me on certain funds that he thought might perform well regarding my pension portfolio. I invested in the said funds, and his advice has appeared to be very sound so far, as these funds have achieved good growth in the last few months. I've not had much time to spend researching the market myself, so his help was much appreciated in this area.
Ian Yardley-Barnes – 2nd January 2021
Brian had continued to provide expert advice and allayed any fears throughout these uncertain financial times. I’m confident of a secure and prosperous future due to Brian’s personal and professional service.
Keith Graham – 21st December 2020
Brian switched our investment to another plan because the poor performance of our existing arrangements. It has proven to be good advice.
David Turner – 21st December 2020
Brian provided pension help for me to into drawdown. I am very happy with the outcome so far.
Stephen Young – 14th December 2020
Brian is always available to help with great professional advice.
Robert Hallsworth – 7th December 2020
Brian continues to give me excellent ongoing pension advice which has allowed me to take early retirement.
Cheryl Mee – 29th November 2020
We wanted some investment advice, Brian is easy to talk to & doesn’t bombard you with endless waffle & scenarios. I’m sure if you wanted that he’d happily oblige, but we just had a few queries that he responded to promptly & professionally.
Jim Mee – 29th November 2020
Brian has been great in helping me set up a shares portfolio, his knowledge is exceptional and look forward to future investments with him.
Alan Arnold – 28th November 2020
Brian has helped with financial advice with me drawdown pension. I am well pleased with the service that you provided for me.
Stuart Layzell – 13th May 2020
My pensions were in a bit of a mess, and I wanted them streamlined. So under a friend's recommendation, I contacted Brian. Brian swapped my old stagnant pensions into different schemes, they have since both seen major growth. The service has absolutely been above and beyond expectations. Our dealings have always been more than satisfactory. Brian is a very personable, and flexible as a professional.
Anthony Siddons – 12th May 2020
Brian is there for you through the difficult times. He keeps me up to date and has been providing additional information during these trying times of lockdown. He continues to provide excellent advice and works at a level of communication between advisor and client on an individual basis. The pension continues to show excellent growth.
Jason Litchfield – 11th May 2020
I contacted Brian to start my first private pension many years ago. Brian helped me by setting up a plan for me to make contributions and since then has advised me on mortgages, investments, and life insurance. The investment has not always been as lucrative as I would have liked, but this has been due to the world's financial climate,' not a reflection of advice received from Brian. I am satisfied with the service I receive from my financial adviser.
Mark Vaughan – 3rd May 2020
Brian advises me how to get the best returns with my money. I have recommended him to friends and they are all highly impressed with his standards of service, if he thinks your money is already in the best place - he tells you how it is.
Zoe Parton – 30th April 2020
I contacted Brian to review my financial future in terms of my pensions and to potentially amalgamate 2 into one. We have been using Brian for many years now. Brian found a company for me to transfer my pension with a better return and within that to select funds which could increase my pension value. I am happy with the outcome of my pension. Sorry Brian, you have tried to have annual reviews with me that I haven’t always followed through.
Steve Hallam – 28th April 2020
I contacted Brian for help with my existing personal pension. Brian has always given me excellent advice regarding all aspects of my personal pension, I am pleased with all aspects of the service. Thank you again for your constructive advice.
Paul Brown – 27th April 2020
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.
Nic Bracegirdle – 26th April 2020
I contacted Brian to collate and reinvest my pensions. He gives good easy to understand advice and acted on my behalf to sort out a drawdown plan best suited to my needs. I am more than happy with Brian's professional advice and the ease of getting advice and regular reviews
Mike Richardson – 25th April 2020
I had a reasonable sum upon my retirement and opted to seek expert advice. Out of several companies, I settled on Credencis as my best option. He went to great lengths to establish my risk preference and which companies he considered my best options. The only thing which grates with me is how much the administration costs would be. I am sure the investment companies are very well paid - and probably earn it. If the investment is sound & the market is good it is better than relying on small interest savings accounts. As Brian has told me it is a long term investment.
Karen Wilson – 23rd April 2020
We need someone we could trust to manage my husband's pension pot. We were recommended to Brian who informed us of all our options without influencing us. I am very pleased with the performance of the pension funds. Thank you for all of your help and support over the years especially now which is a very sad time.
Jim Mee – 23rd April 2020
I had frozen my pensions for a number of years. Brian transferred all 3 of my pension’s into 1 with ease. We have seen a great return on investment so far. He is a matter of fact sort of guy who gives you his honest opinion in what is best for your situation. Great advice given as usual Brian keep up the good work.
Jill Caley – 23rd April 2020
I needed some understandable and impartial advice about my pension plans and my retirement planning for the future. Brian looked at my pension with my former employer and my current money purchase arrangement with my new employer and made recommendations and consolidated my pension plans. I have moved forward/upwards with my existing pension in the last 12 months and I am now saving more for my retirement and maximizing my tax relief allowances. He keeps me informed at every stage of the process. Thanks a million Brian keep up the good work!
Russ Morgan – 23rd April 2020
Brian is always there for you during these challenging and worrying times, his commitment to myself and wifes investments is second to none. We have received advice via a web link that went relatively smoothly as he took on board our concerns r.e. our investments for the future and reassured us that all will turn around in the future. Thanks for being there for us Brian during these tough times as I'm sure you are aware of are very concerning on the financial front.
Sharon Turgoose – 23 April 2020
I needed advice with my final salary pension. He helped me transfer my old employers pension to a personal pension. He advised me on all my options for my final salary pension, and the advantages and disadvantages of transferring. Everything was explained to my satisfaction.
Judith Hopkins – 22nd April 2020
I was recommended to Brian as I wished to invest some money being fed up with bank account rates. An ISA was set up and covered with me in a professional manner. Thank you for your help.
Vicki Powell – 22nd April 2020
I needed professional advice and was recommended to Brian. I have always been happy with his advice and solutions.
Ian Emm – 22nd April 2020
I have always been happy with the clarity of advice given to me. Brian always gives me a good explanation of how my pension is performing. Brian makes sure the money I have invested makes as much money as possible. The pension funds always hold their own and usually make some profit. Overall, I am completely satisfied with the service Brian gives me.
Ian Pegg – 22nd April 2020
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.
Tracey Beaumont – 22nd April 2020
I needed to sort out my pension and my mortgage. Brian was recommended to me. I am very happy with the service provided.
John Beaumont – 22nd April 2020
At 55 years old I wanted to cash 25% of my former workplace pension in, also putting my money into a better fund. Brian made a lot of suggestions/options and talked me through everything in terms I understood and I’ve been well pleased with the results. Thanks for all your help/ advice.
Alan Arnold – 22nd April 2020
I had reached retirement and contacted Brian as he was pretty local to me and I needed some pension advice. He is always at the end of a phone if needed. Very happy, keep up the great work Brian!
Joanne Wilson – 21st April 2020
Brian has kept in contact annually to check on my financial health. He has moved monies after consultation to obtain better rates. His advice has been professional reliable and thoughtful and has assisted me considerably.
Steven Lewis – 29th March 2020
My pensions were in a bit of a mess, and I wanted them streamlined. So under a friends recommendation, I contacted Brian, he swapped my old stagnant pensions into a different schemes, they have since both seen major growth. The service has absolutely been above and beyond expectations. Our dealings have always been more than satisfactory. Brian is a very personable, and flexible as a professional.
Mark Greensmith – 1st January 2020
I was recommended to Brian Flindall for pension advice. I wasn’t happy with my previous pension provider and I wanted some advice on the best way to change my final salary pension. We talked over the possible alternatives to my current provider and the pros and cons of transferring and where we could get the best outcome that suited my needs when I was completely happy he did all the necessary work and it all went really well. I am now looking forward to having control over my pension fund and leaving a legacy.
David Ford – 30th December 2020
I am now 55 and wanted to make sure things were in order with my various pension pots. Brian helped me review the current situation and consolidate some of my pensions and allow them to be more easily managed. Yes, my pensions have now been moved where deemed appropriate into a more manageable fund.
Ian Snell – 16th September 2019
I was recommended to Brian by a close friend. My initial contact with Brian was for investment and future planning. Brian showed me what options I could take regard my investments and with a view to supplementing my pension once I retired. The tax implications were discussed as well as future inheritance planning strategy. Having now retired I am delighted with the results and ongoing advice that I receive. I am pleased with the whole package so I can't offer any suggestions
Simon Jenkin – 8th September 2019
Brian was referred to me by my accountant as I needed to review all my pensions including my final salary pension. He offered a full review and advice service and helped me move a final salary pension which was not worth anything leaving it where it was. I am happy with the outcome.
Sharon Turgoose – 6th September 2019
I am looking to take semi retirement in the next couple of years. Brian advised me on my options and put a plan in place to help me with my plans. I can now see a strategy that will pay off. I am very happy with the Pru Fund recommended.
Malcolm Bowen – 16th May 2019
I am an existing client of Brians and was looking to draw a lump sum from my pension fund. Brian advised me on all the right options and helped me pick the right solution. Thank you.