I was introduced to Steve in 2017 when redundancy focused my mind on retirement planning. Shortly afterwards he took my husband on as a client and helped him to get his pensions in order following a diagnosis of a serious illness.
I have always found Steve to be knowledgeable and able to explain things in ways that are easy to understand and with his support I have increased my overall knowledge and confidence in my financial affairs.
This was particularly important as my husband was previously an independent financial adviser and I had always relied on his knowledge and expertise in this area.
Steve’s help was invaluable when my husband died and dealt with the transfer of pension to my name and was available as a source of reference as I was dealing with his estate.
All staff that I have dealt with at P and B IFA are friendly and helpful and I am always kept advised of any changes or updates.
Julia R
15/10/2024