I needed good financial advice regarding my investments and future planning.He provided me with a comprehensive annual review of my portfolio. He also instrumented the release of funds to enable my house move in 2020 and gave advice on the best funds to withdraw, keeping in mind Capital Gains Tax. He advised on a number of transactions throughout the year, including a rebalance of funds within my portfolio. He also advised on tax planning for the forthcoming year. I received an excellent follow up report of our meeting.

We sought financial advice following changes to a company pension scheme which brought about the need to reassess our future requirements, and encouraged us to examine other options including a transfer. Alex talked us through a variety of scenarios, having been given the details of our requirements. He was thorough and the information he provided was complete. I felt included and involved and have always felt confident with his approach and advice. I have no regrets that we approached Alex and the TPO team, and have since recommended them to another family member.

Having retired I need professional advice on how best to invest my savings. David gave me a comprehensive account of the various options available to me and clearly explained the pros and cons of the options. Despite the turbulent markets due to the pandemic I have stilled achieved the rate of return I was hoping for.

Laura and her colleague explained in finesse how my pension finances will look in futures if XYZ changes or not. It gave me confidence in going forward with TPO the company she works for, despite my Pension saving being with one of the financial giants but just because if that giant-ness I am leaving them (don't tell them they don't know, yet) Since I perceive their deadlings with me more like being a number. Laura showed me that it can be different.