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The transfer of my pension from my previous employer to a private pension was a ‘massive’ decision and required a number of personal and financial considerations to be taken in to account. Thanks to your understanding of my requirements, and more importantly your knowledge of the financial sector, you were able to investigate and report back with the options available to me – and then take time to discuss in some detail.

As a result I transferred to a private pension and I am so pleased that I made that ‘massive’ and important decision.

I also fully appreciate that you are personally able to fully review my financial circumstances on an annual basis to assess past performance and my future requirements.


Paul Davies                                                                                                                                         9th March 2019