My husband reached retiring age and we needed help with sorting out pensions and plans for the future. The main thing for us was Chad listened to what our needs were, sorted out all the pension forms, taking out all the worry for us. We trusted Chad from the start and had great confidence in him, even though we had never met, but it was obvious he was going to work everything out for us and made the plans needed for our future. We have and will continue to recommend Chad and will certainly go back to him if necessary at anytime.

We had a sum of Money to set aside to back-up any possible future care needs and also for a longer-term investment and needed advice to make sensible and safe choices. We were both relaxed with Phil and felt confident in his advice. He assessed our attitude to risk and recommended a plan to cover our requirements. Phil was patient and thorough, explaining all possible options.

I was made redundant and I had many different pensions, Jodie was able to contact every company and pull together all the options. Jodie put them into a very useful summary and she explained it so well which made my choice to retire very easy, and allowed me to relax knowing that my income was sufficient for my needs up until my state retirement kicks and beyond and good enough for my wife after I am no longer here. She was superb, precisely what I was looking for.

I already had some financial planning in place when I was unexpectedly made redundant which necessitated these to be reviewed and updated. Phil took over from my previous Financial Adviser smoothly and without any issues. I was delighted to find him friendly and approachable with the ability to explain complex financial issues simply and clearly whilst ensuring I understood what he was saying. Phil explored all my financial options, explained them thoroughly and made clear, concise recommendations which I was happy to accept and follow. Extremely pleased with the management of my finances and excellent advice I have received from Phil.