45 Boroughgate, LS21 1AG, Otley, GB
Initial chat with Chris re my pensions he was very informative and personable. I am now in the process of booking a further meeting to go through my options in greater detail.
Preliminary chat about pensions.
I received very helpful advice. They were very professional and polite at all times. You have to be careful that you don’t fall victim to scammers but this company is not one of them. I would recommend them to other people.
First initial contact has been good. I did not feel pressured and the call was relaxed and followed up with a list of options.
Great experience with this pension advisor explained my options well and clearly!
I contacted them to get an understanding of my financial situation, especially around a SIPP fund I have and the options. He understood my situation and suggested potential options to meet my needs efficiently and professionally. I appreciate his time Thanks Martin
Was after preliminary information about annuities. Was able to discuss and find out what I wanted to know. Good service
I wanted pension advice. Quickly and very efficiently an appointment was arranged and I received expert help. A very useful experience. Thank you
The expert from M&G was friendly, well informed and frank about the existing state of my finances heading into full retirement. We discussed pros n cons of annuities vs drawdown.
The advisor Marcus gave us informed unbiased information, very knowledgeable
Completing my pension review with Kim, was very helpful. I felt that she listened to my concerns, reassured me and answered my questions honestly. I would recommend a conversation for anyone who feels unsure
I was very impressed with the prompt, professional & well organised response I received to my initial enquiry about reviewing my pensions. Whilst this is only the start of the process my advisor seems thorough, very knowledgeable & extremely well organised. Thank you.
Received a quick and professional service from M&G Wealth; spoke to a super advisor called Sam, who answered my questions and was completely transparent. It took the immediate pressure off me and I will return when it's time to look at a full review in the near future.
Very helpful
Very informative
Put in touch with just right people promptly. Very quick and easy access to the pension information we needed. Highly recommended.
Nick is experienced IFA - restricted . Had great knowledge and understanding of Pensions planning. Will work with him to get recommendations to plan my pensions.
Extremely helpful and gave me peace of mind. The lady was excellent. Very patient and knowledgeable and advised me thoroughly and answered all my questions. Amazing service. Thank you for your help
Relaxed discussion about where I am with my pension and stage of life. It took a short time out of my day and I didnt feel rushed.
The Advisor was very helpful and informative thank you