I am a retired lecturer living in Ashford Kent and needed advice regarding a pension. The service I got from Patrick was very clear and professional and I would highly recommend him. His help and guidance has been invaluable to me.

I can’t recommend Patrick enough! He made transferring my three pension pots completely effortless, something I had been putting off for years. In just six months, my funds have already grown by £16k, which makes me wish I had done it sooner. All I had to do was provide the pension details and Patrick handled everything else. Now all my pensions are in one place, easy to access and track. He also helped me consolidate my two ISA pots onto the same investment platform, keeping everything simple and organized. Patrick makes what can feel like a stressful process completely stress-free. If you are thinking about doing this, don’t hesitate, just do it!

Due to some complicated medical history, I spent over a year trying to find someone to sort out life insurance for me and my husband. Patrick was then recommended to us and, within a couple of weeks, everything was done; now he has kindly agreed to sort our pensions. Patrick is professional, reliable, extremely knowledgeable and very personable; it is honestly a pleasure to deal with him. We would not hesitate to recommend Patrick and will undoubtedly return for more help in the future.

Patrick was very professional and give me some great advise. he supports me in my investment portal.