We booked to see Steven Rowe to get a second opinion on our pension situation. From the moment we met him it was clear his approach was different. Steve combines an extremely personable and relaxed style with professionalism. We were at ease with him almost as soon as we met him. He spoke with clarity using terminology and language we could understand easily. He provided clear options and professional intelligent views on our situation. He listened to our worries and concerns about our pension pot and it was clear how he understood and appreciated our risk profile bringing it into play when providing solutions. Whenever he felt we were struggling to understand something he would immediately draw simple diagrams for us or find other ways to physically illustrate the points he was making. Soon after we made our key pension decision we got, what I can only describe as cold feet and reached a moment of panic. We asked to see Steve and he made time to see us straight away.

I would like to provide a testimony on the service that you have provided to us. Steve I would like to thank you for your support, understanding and advice. You have provided us with clear and concise details enabling us to make informed decisions. You have been very accommodating and flexible with meeting times, you have provided a professional service and was able to resolve a long running issue with an insurance company, the outcome being financially favourable to me. Again, thankyou for your support.

As a seasoned investor, I had always made my own decisions regarding where and when to invest my money. However, when it came to investing my substantial pension fund I felt that I needed to bring on board some professional expertise to ensure that it was protected whilst still allowing it to grow until I took my annuity. Steven Rowe helped me to understand what options were available to me and helped me to finalise my investment portfolio strategy. I now have a balanced portfolio consisting of several investments ranging from safe options offering guaranteed modest growth right through to higher risk investments that could yield much higher returns over the next few years. His help in achieving this outcome has been invaluable and I would recommend anyone who has a large sum of money to invest to seek his advice before making any final decisions.

I thought I had a fairly complicated financial situation which I was struggling to keep up to date with. Steve not only simplified this for me but also allowed me to understand exactly what certain investments and pensions were doing for me. He has also stepped in with advice that has saved a significant amount in taxation over the past year and helped me in readiness for retirement. Steve is friendly and approachable; I have often called him at strange times and he has always been able to help straight away. I would recommend anyone considering using a financial adviser to meet with Steve.