Bob was excellent at identifying how my civil service compensation scheme would work out for me alongside a private pension and he even uncovered an additional pension I had which helped me make a considered decision on my retirement.
Client, Buckinghamshire, July 2023
Prompt callback and excellent first meeting. Bob is very personable, empathetic, thorough and knowledgeable. He spent several hours with us understanding our situation and our goals, and providing a clear picture of how he could help which went beyond what we had originally expected. We felt very comfortable talking with him, and anticipate engaging him as our FA.
Client, October 2023
Prompt callback and excellent first meeting. Bob is very personable, empathetic, thorough and knowledgeable. He spent several hours with us understanding our situation and our goals, and providing a clear picture of how he could help which went beyond what we had originally expected. We felt very comfortable talking with him, and anticipate engaging him as our FA.
Client, October 2023
Bob is an extremely knowledgeable, thorough financial advisor who has helped us with our pension pot and generally financial planning. He keeps us up-to-date with our investments and sets up regular reviews. Bob could not be more helpful, answering any questions we have and providing detailed explanations.
Client, West Yorkshire, June 2023
Bob has been recommended to me and I couldn’t be happier to have him as my financial advisor. He promptly and efficiently took care of my pension handling it with professionalism and empathy. He also explain everything to me with a patience of a saint! When I decided to get self-employed I was overwhelmed with the amount of requirements but with Bob, I’ve got this welcomed peace of mind and can focus on my professional growth.
Client, January 2023
