We have always found Chris to be very helpful and patient. He has been able to explain our options to us clearly and comprehensively. He has done this always with our best interests at heart. I would recommend him without hesitation

My pension situation was quite complex, having worked in the private and public sectors in a number of different roles. Chris went beyond the call of duty in helping me navigate through a potentially unique set of circumstances linked to detailed changes in HMRC pensions guidance. The result was a successful outcome, which could not have been achieved without his input. Chris is a regular guy, what you see is what you get, and you can be confident in his advice.

Chris Pickering helped us with reinvesting around the time of my retirement from the NHS. He was thorough in his approach, and guided us patiently through a complex process to a good solution.

As a client with limited financial awareness [ and time - as a busy GP !] Chris has guided me clearly and patiently through various elements of financial planning. He has enabled me to choose an appropriate time to retire from NHS work, and to review my ISA investments. Planning ahead, with regards to Inheritance issues, is a sensitive area and Chris has enabled me to set up a trust for the benefit of my daughters, explaining and guiding me through the process, from start to finish. Any questions from me have always been answered with clarity by him, never rushing or confusing me with complex jargon, and he is readily available to discuss issues by telephone or online discussion, in a very friendly and professional way at all times.