Can I please say how pleased we were with the help and guidance we received from Richard.
From the first email sent and the quick reply back was helpful and the advice, information and assistance given was very re-assuring.
We had to look for an alternative Financial Adviser as the one we had been with for years suddenly felt unable to help us any further. We were looking for a pension draw down to help pay off some of our accrued debts via credit cards – and also to help with home improvements and refurbishment.
We were delighted to hear back from Richard with an offer to meet at our convenience – we were even more pleased to hear that Richard would come to us as we had all our information at home. This helped with the fact finding information which in the past has taken us hours to complete.
Having discussed our requirements in great detail Richard went away and looked at both our Pension Schemes. We were kept informed all along the way – and again a meeting at our home at our convenience was very helpful. Richard had collected a great deal of facts for us which were put to us. All the paperwork was signed and processed.
Everything went as planned – and again we were kept informed about the process of our draw down request. Richard arranged for the transfer of monies to new appropriate Pension Funds – he did go into great detail about the options available to us.
We were very comfortable discussing our financial needs – both now and future – with a friendly down to earth and local financial adviser.
Richard certainly knows his stuff – and does a lot of fact finding about any funds which may be available.
We certainly will be in touch again about our future needs and we know our pensions will be kept under review.
Thank you again