Alastair has been superb. I had a very complex pension/tax situation involving a badly drafted earmarking agreement from many years ago that most advisors would have run a mile from. Alastair did a lot of work to understand the situation, speak to the pension companies and work through a sensible solution that not only helped my situation, but also that of my ex-wife. He kept me informed of progress at all stages and absolutely delivered what he committed to do for me.
We chose Dominic because he was experienced in the financial areas of interest to us and because he is younger, we know we can use his services for many years to come! He has been reliable and showed deep technical knowledge in some of the complex areas we wanted to cover. Through his advice, We have been set up with products more appropriate to our circumstances that have not necessarily cost us any more. It is well worth talking to a professional such as Dominic as it helps keep your financesas current as possible when your lifestyle is constantly changing.
Advised me best on my needs for suitable pension, give me good income options, advice on tax free cash, advice on cost.He give me plenty of time to consider my options, My adviser Alistair give me good advise on my pension needs, I had a full assessment done including my attitude to risks, I was given income options with plenty of time to consider My adviser Alistair give me the best advise for my pension needs, I was given a full assessment which included my financial attitude to risks , all my options considered.Alistair advised me on my tax free cash which was very useful for my finacial aims, he give me time to refect on my needs with income options best to suit my objectives with reviews on a regular basis. I now have access to a on line site where I can track my investments .Alistair give me advice cost before i proceeded on my pension plan, he was very supportive and honest.I was given on going support with access to on line site to track my investment.
Dominic is responsible for the administration of pensions for my most recent company prior to my retirement last November. He talked me through other investments and then took time to go through my approaches to risk and what my financial plan is. I had a useful discussion regarding my company pension prior to my retirement and then subsequently useful meetings regarding other investments. Dominic has a 'hands on' approach and is prompt at responding to any queries posed. He takes time to explain in detail in layman's terms questions asked of him.