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“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