45 Boroughgate, LS21 1AG, Otley, GB
Follow up to my online enquiry was quick with a fully FCA qualified advisor. The service he can provide far exceeds my expectations and gives me great reassurance that I will be able to make some well advised decisions at the end of our consultations.
Useful short call that answers all my questions
Wanted advice on combining pensions excellent service .sorted out my pensions with a reliable pension company very happy with out come
I received some excellent advice on my pension and was very impressed with how all my options were discussed and the possible obstacles that could arise from my choices. The conversation was followed up by a detailed email reiterating all my possible options.
The financial advisor was absolutely brilliant gave great advice was pleasant to talk to quite humourous and it was an enjoyable and interesting chat. Thank you
Wanted advice on my pensions,told me he needed more information on the pensions so he going to send me a form to fill in regarding my pension..very helpful so far.Jared Hancock was my advisor
They have been very helpful and very accommodating to the needs that my father require, which typically can be difficult in a modern day setting where everything is done other the phone or online, my father is is not able to communicate through these typical methods and they were and are very willing to open up options for the support to continue in a manner that tailored to his needs
Wanted some1 to give me some advice about my pension they got me a adviser called Dale Thomas can highly recommend both party all personnel's iv spoken to where very nice top marks from me Mr Paul lockwood
The adviser was quick in replying and give. Honest advices.
Very efficient service. Appointment organised with a local advisor who was very knowledgeable and will be helping me going forward. Well done all round.
We met with Alex Fry for an initial consultation and was very impressed with his easy manner and the fact that he listened to what we had to say.
Having received detailed information about my circumstances and retirement plans Duncan was able to point me to additional options which I did not recognise earlier and explained the pros and cons. Although I think that I am generally informed about pensions it was very helpful to get a different view and explanations of additional solutions from him. Still lots of work and planning for me to do to find the best option but appointment with Duncan was very useful.
Robert Wilkinson gave very helpful guidance about the things I needed to consider before entering into a drawdown agreement and provided a quote for providing advice. As my pension pot was relatively small other companies had not returned my calls so I am very grateful to Robert for responding and for the assistance he provided. He was very professional and friendly.
No up sale, and great advice with no gain for the broker
Excellent service
Very helpful and professional!
Well co ordinated and followed up by check pensions. Financial adviser very good.
Very informative, courteous and called us exactly at the time specified
Great, impartial and professional advice which I admit I wasn't expecting from a free service. The adviser Robert Wilkinson made straightforward suggestions supported with clear and convincing explanations. He has given me confidence to move forward with my pension planning, and was both friendly and highly professional in his delivery. I'm glad that I made the call.
Just talking through thoughts and understanding options with an independent professional was absolutely invaluable. I may have left things a little late but am now able to make some decisions.