What our clients say
Approaching retirement I realised I needed some help to choose from the options available for dealing with pensions from current and past employers. Alastair explained the options available to me and prepared a report detailing his recommendations using language that I understood and was as free of jargon as it could be. I felt comfortable following his recommended course of action. I was completely happy with Alastair's advice and I've opened the investment account that he recommended.
I don't think Alastair could have done any more for me. He explained everything thoroughly and I didn't feel under any pressure to take any particular course of action at any time during our meetings. The choice of action was left up to me which is exactly the outcome I was looking for - sound advice with the final decision being mine.
I needed advice regarding my two pensions of which I had fixed ideas. Alastair explained matters in a straight forward manner and the options open to me. His advice has been invaluable and I am totally happy with the outcome. There was no pressure and Alastair has been very generous with his time and patience. It has been absolute pleasure dealing with him. Absolutely the annuity is far better than if I would have received if I had done this myself.
Alastair has been superb. I had a very complex pension/tax situation involving a badly drafted earmarking agreement from many years ago that most advisors would have run a mile from. Alastair did a lot of work to understand the situation, speak to the pension companies and work through a sensible solution that not only helped my situation, but also that of my ex-wife. He kept me informed of progress at all stages and absolutely delivered what he committed to do for me.
Coming up to my 65th birthday i needed some good sound advice with regards to my pensions. After doing a lot of research and reading reviews on many financial adviser's Alastair Miller stood out above all the other adviser's that i was reading up on. I contacted Alastair and arranged a meeting with him, we have met several times and he has helped me with very valuable advice and he has sorted through the minefield of paperwork from one of my pension companies of which was very complicated. Thanks to Alastair i am now getting the best rate possible from my pension company and with his advice it is now going to be put to work elsewhere, where it will make even more money for me when i eventually do retire. All my pension paperwork is now completed.
Alastair has given me good sound advice right from our first meeting, he has explained everything to me in great detail, he has saved me a vast amount of money in the way of tax with his advice.
My adviser Alastair gave me good advice on my pension needs, I had a full assessment done including my attitude to risks, I was given income options with plenty of time to consider. Alastair advised me on my tax free cash which was very useful for my financial aims, he gave me time to reflect on my needs with income options best to suit my objectives with reviews on a regular basis. Alastair gave me advice on cost before I proceeded with my pension plan, he was very supportive and honest. I was given on going support with access to online site to track my investment.
Required advice regarding two pension funds. Alastair made a very complicated subject easy to understand & found an excellent solution by combining both pensions in one fund with a different company. Alastair resolved the situation for me, which I could not have done without his expertise.
I approached Alastair initially for advice regarding a number of pensions from previous employers. He reviewed all of the information I had, as well as requesting up to date figures, which then allowed him to make a number of recommendations on my options. Throughout the process, I found him to be easily accessible, and all of his advice was put over in manner which was easy to understand.In the end, I chose to consolidate most of the pensions, using Alastair's services and advice. While the process took some time to complete, Alastair stayed with it, providing updates as it went along.All in all, I found the service provided met my requirements and expectations.
I found Alastair Miller by searching on Google which for sensitive things like finance was a little daunting. I had no choice whilst I know friend's that offer similar services I just felt happier to find a person with expertise outside my circles of family and friends. I called Alastair Miller Unlucky for him..! But great for me, we've never met, all communications have been by phone and e-mail. Needless to say Alastair Miller has been a pleasure to deal with and thank him for his commitment to helping me and finding financial solutions that I had never heard of.
A very approachable individual, made me feel at ease in his company. He explained all my choices and options at a level which I understood. I didn't feel rushed into making a decision and felt that all my questions were fully answered/explained.
Thelwall based, personal service from an individual with over 30 years experience in the pension industry.
We're also qualified to advise on occupational (defined benefit) transfers.
The Thelwall office specialises in pensions, so:
- pension consolidation
- pension accumulation
- pension switching
- release of income and tax free cash
- defined benefit and money purchase transfers
- SIPP and SSAS
and many other pension related services.