Pensions and Investments are such complicated areas and it’s daunting when you think that you need to make decisions that will affect the rest of your life.  The advice I receive from Steve is clear and simply put.  He takes to the time to understand my personal circumstances and gives me options that are easy to take in so that I can make up my mind with confidence.

His pro-active approach to customer service means that I can relax knowing that he and his team are there when I need them, and that my investments are being well managed, letting me get on with enjoying my retirement!

Barbara Hodgson