We have dealt with People and Business IFA for a few years now and have been really pleased with the service provided. Steve’s in-depth knowledge of the financial markets and the products available have been invaluable. We have definitely benefited from his advice and look forward to dealing with him for many years to come.
Debbie & John Penfold 18 December 2017
When we first met 8 or 9 years ago, you guided me on investing an old pension that had been sitting in cash. I am now looking forward to retiring in a far more privileged position; in addition to paying off the mortgage, the fund still exceeds the original amount invested and will shortly be providing me with a very nice income. All of this has been made possible by your help and advice.
Denise Fetches 13 Dec 2017
I am delighted with the service that Steve, and his colleagues at People and Business IFA, provides for me. I find the charges very reasonable and the advice is always tailored to my specific needs.
Furthermore, I am extremely pleased with the performance of my pension investments over the entire period I have been with Steve; many thanks
Tom Steele
Protecting your data – Cyber Essentials Accreditation
Over the last few months you have almost certainly seen and heard about major businesses being hit by large-scale cyber attacks.
We take the security of your data very seriously and, although we have not experienced a data breach, we have been investing to tighten our IT security and internal processes.
I am delighted to announce that we have just been awarded the recently created Cyber Essentials accreditation. This award is externally verified and involves checking that our processes meet best practice standards and attempting to hack our systems.
While we are pleased with this outcome, we are aware that the people who perpetrate cyber-attacks are technically capable and persistent. With this in mind, we will continue to take advice on how we can maintain the highest level of security with the data we hold or process.
If you would like further information on this achievement please feel free to contact us.
Mike O’Byrne
Operations Manager
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
An article in yesterday’s Sunday Times reported that the online forecast facility for State Pension entitlement was producing incorrect results. Read more
Over the last week, we have seen a series of news articles on pension savings and living in retirement. At first glance the information is confusing and may even appear contradictory. Here is our take on what they really tell us. Read more
Steve and his support team have demonstrated a genuine interest and understanding of my situation. They have provided me with all the information that I have needed to make some key decisions with my future financial planning. Steve always provides an extremely professional service which is backed by his considerable knowledge and expertise.
– Graham Bower
This is the time for New Year resolutions. Making commitments to lose weight or going to the gym regularly are commendable. Why not put your financial position in the spotlight Read more
I attended a seminar yesterday at which former Pensions Minister Steve Webb spoke. He now works for a pension provider in both the private client and corporate markets, Royal London. Read more
