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.

First impressions left me feeling positive in that I got straight talking and clear advice. All my awkward questions were met with plain and clear answers. A refreshingly open conversation without any sales motivation. I hope to be back talking to TPO!