mike No Comments

“I was first introduced to Steve Speed several years ago soon after having received notice of my redundancy after working for the same Bank for over 35 years. Whilst I considered myself to be good with money I had very little idea of my pension options and how they worked.

Coming from a working environment that dealt with financial risk, I have to admit that initially, I was extremely cautious with my dealings with Steve and undertook a lot of due diligence in checking him and his company out.

However, he came highly recommended by other colleagues who had used him and I also utilised a large pension company to undertake a comparison of advice given.

The stand-out difference with Steve from the outset was that he has such a professional way but also takes time to get to know you on a personal level. On the strength of his advice I made what I consider to be the biggest financial decision of my life which will also ensure security for my wife and family in time to come.

From a professional point of view Steve is one of the most motivated, well organised and ‘happy to help’ people I have known in my 40 years of working. In addition, he also displays a willingness to ensure that the wealth of his knowledge and experience in pensions and investments are shared with you. Whilst I would not consider myself an expert on these subjects; I do know enough now to make informed choices about my future financial planning.

 

Steve – I cannot thank you and your team enough for your help, advice and support over the last 3 years!”

 

Graham Bower                                                                                                                             3rd January 2020