45 Boroughgate, LS21 1AG, Otley, GB
Very helpful service, all clearly explained, great response to questions
The advisor provided a thorough review on my situation and existing pension funds, providing helpful and impartial advice, while leaving it to me to decide on next steps.
I had a good experience overall. After an initial chat, I was referred to a local independent financial advisor and was able to schedule an appointment in the near future. The interview with the financial advisor was very helpful and informative, and I appreciated that no pressure was applied throughout the process.
Prompt service with good overview of options as introduction to follow up meeting.
The adviser demonstrated an excellent understanding of my financial needs and goals, he delivered his advice with these clearly in mind. I have complete confidence in him and his professional abilities, I found his advice to be clear, relevant and prudent enough for making an informed choice. And would recommend to family and friends.
Kim was very knowledgeable and professional, talked through my options and left me with a better understanding of what I need to do.
Helpful and informative, gave guidance, answered questions and allowed thinking time. Not salesy, just incredibly useful.
Excellent service
I used this company recently to put me in touch with a pension financial advisor. They put me in touch with Russell Pearson of Potential Wealth Management. I was impressed with the approach that Russell took and the time he spent with me discussing my current financial position. I have decided to use Russell to further investigate my current pension suitability with a decision thereafter as to how I move things forward. Russell was not pushy at all and fully explained my options.
I was totally in the dark as to what type of pension to choose and any risks involved in investing my hard earned money. The site linked me to a wonderful financial adviser who talked me through the options and all for free. I'm so impressed with the service and would advise anyone on the street who like me are out of their depth with finance and pensions in particular to give them a try asyou can't lose, but can gain a lot.
Ok first let me recommend using M&G, they contacted me after I enquired about my pension, they arranged a telephone call and the day before my first meeting I had to rearrange which they was more than happy to accommodate me. When their consult rang he was very polite and when I explained my current situation he was more than happy with my needs, I have arranged a face to face meeting early in September which will be with my wife and I at our home, so hopefully all will go well
M&G Wealth are really good at appointing a Pensions Financial Adviser in our local area. A telephone consultation was booked swiftly and true to form I was contacted by a professional Pension Adviser at are agreed time & I have to say it was an excellent first call. Marcus answered lots of questions without the jargon, so it was easier to understand. I would highly recommend M&G & Marcus. I will update this review with the outcome on completion... Watch this space
Was given an initial appointment with a Pension advisor within 2 days. Excellent service
Called on time, teams not working, did call over phone which was fine. I had a couple of simple questions which were answered, would use again
Had teams introduction meeting with Jordan Darwin as I have a pension sharing order and need a pension pot to put it in , it went very will not pushy and answered what we wanted to know we have a face to face meet on Monday to go through what needs to be done so far so good
I was speedily given an initial meeting with a knowledgeable financial advisor. All went well although I decided not to proceed in the end. No hard sell which was nice
I got some very good advice. Thank you
Excellent first meeting with Luke at Bellamy Wealth Management. Luke was very professional and listened to why I requested an appointment. First appointment and follow up service is free, that is reviewing my current pensions. Company also invest ethically, important factor for me, with low charges. So far very impressed.
Excellent information and advice, easy to understand
Check pensions did a great job putting me in touch with a advisor many thanks