People Who Have Benefited

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4.8
5-stars

“Steve has looked after my pension for a few years now, and always explains things clearly in a way I can understand”

Heather, Staffordshire

“Talks in a language that is understandable for people with no Pensions knowledge. Has plenty of time to explain fully and the advice he has given us has been accurate, sound, safe and financially very rewarding.”

David, Cornwall

“My adviser is a person. He is able to relate to my needs and concerns and also reflect how these can mirror his own. His advise is therefore real and set-up for your average family man, like me. My adviser is always happy to give me his time to answer my queries or have a conversation to keep my portfolio moving forwards.”

Kevin, Cheshire

“Steve provides me with ongoing, consistent financial planning advice based around my circumstances and needs. I had a very low opinion of financial advice before I met Steve, however I have had my mind changed and can really see the benefit of having a good relationship with my adviser. He explains things in clear plain English and I never feel as if I am being pressurised into doing something I do not feel comfortable with.”

Mark Foster, Staffordshire

“Regular pro-active advice on investment startegy”

Philip, Staffordshire

“Steven took time to explain all the options open to my Wife and I and we are certainly better informed than we were in the complex area of pensions. Another thing Steven does well is listen to the Clients personal circumstances. Steven is patient and happy to give his time to answer any concerns. He takes his time and makes you feel comfortable.”

Stephen, Staffordshire

“After our previous experience of financial advisors Steven is a breath of fresh air in having a meaningful dialogue to our financial requirements.”

Peter, Staffordshire

“Steven managed the whole process of transferring several pensions from different providers into one easily managed package. Seamless, painless – I feel very well looked after.”

James, Staffordshire

“Steve is very diligent at the fact finding , which has consistency led to sound recommendations, both at initial investment stage, and also when making investment changes to accommodate year on year changes in our needs. We review attitude to risk regularly, and review investments quarterly. Steve is very knowledgeable and explains his review process and recommendations in detail. His access to a wider pool of expertise is helpful, and he seeks subject matter exercise when required. The investment information is available via a client portal, which is helpful and useful.”

Mary, Staffordshire

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