Burnett Financial Planning Ltd

As my pension had matured I was looking for the best possible options that suited my needs. Darren was very professional he explained various options that might be good for me. I then had time to think again with darren I then decided what option was perfect for me.

Needed advice and guidance in cashing a proportion of my pension. Darren reviewed my current circumstances and my future position and gave excellent advice on my options. Darren went over and above my expectations

I am nearing retirement and I required advice regarding my pension and retirement options. Paul provided sound , impartial advice which was delivered without high pressure sales pitch. I now feel I have long term support and advice in place for some future expected inheritance. Paul listened carefully. He understood our requirements and assessed the extent of financial risk we were prepared to accept.

Our family wanted to look at ways in which we can save for our retirement and an ISA came back as the best option for me. Paul was recommended to me by my husband who had already set up his own ISA and a SIPP through Paul. Our future investment choices are very important to us. Paul gave me valuable advise on stocks and shares ISA's versus pensions and explained the difference between the two and he also got to know what my future goals are when it comes to investing. We established at this first meeting that an ISA is what is right for me, based on my needs right now and that he is always available to give more advice if things change in the future. Paul has set my ISA up now and is going to provide on going support to both me and my husband and if all goes well we will be recommending our children to set up a savings and investment plan through Paul in the near future. From the go Paul came across as a really nice guy, knowledgeable and friendly. Can't fault the service or advice he delivered. I feel confident moving forward and thank you Paul for all your help and advise and for getting me set up.

My previous pension provider was underperforming, and I was looking for ways to make my money work smarter and produce better returns. Paul took the time to get to know my current situation and my financial goals. He explained all the options available to me, and which were best suited to my particular needs. Paul was even willing to arrange our meetings to fit in around my work schedule. With Pauls guidance and advice I now have a pension that works for me. I honestly cannot fault the service I have received. Paul is clearly very knowledgeable, and offers professional unbiased advice in a friendly relaxed manner. I would not hesitate to recommend him to my friends and colleagues.

I had recently retired and needed advice on getting a pension lump sum, how to take the pension and how to invest the lump sum. Paul came and helped when I had to apply for the pension on line and gave advice on which way to take the pension. Paul then came back when I had received my lump sum and provided advice on where to invest the money for an income. I have the promise of a follow up yearly review and any other help at any time I need it. I cannot think of anything else that Paul could have done better.

I needed pension advice, as my current one was under-performing. Paul spent a lot of time with me, explaining pensions and investments. After researching my current position, he later went over my options with me which were clear and well illustrated. My new pension plan has now been set up. There was nothing I feel Paul could have done better. He has a very professional and friendly approach, and fit the meetings around my work.