My main aim was to consolidate all of my different work pensions into one manageable account. This has been achieved. So, yes we are very happy with the service provided. Ultimately it will be upon reaching retirement age that we will see the full extent of the new plan(s).
Initially we organised a new Pension, but now we also have an Investment Plan on the same “platform”.
Overall, the process was relatively straight forward. Richard readily explained any financial terms and expressions whenever required. Richard is very easy to talk to.
It quickly became apparent that Richard had a high level of experience and knowledge of financial awareness, and he promptly helped with the organisation of my multiple pension plans.
We have found Richard to be extremely approachable and friendly (even to the point where he helped me find employment again). For this I am extremely grateful. Assuming we see our finances increase over the next few years, we are very likely to use your services again.