It is almost 15 years since my first contact with a Clifton Nash partner to initiate a review of various insurance provisions.
It is the area of pension planning that Clifton Nash has been most valuable to me in recent years. I am particularly pleased that I have been kept up to date with legislation changes, tax implications and being advised how to take advantage (or minimise the downside) of the continuous changes to pension rules. In particular, receiving advice (advice that is now common) many years ago to consolidate my various pension schemes and subsequently to become an early SIPP adopter have proved to be exceptionally financially rewarding.
The regular reviews (and advice) have always been relevant and appropriate to my changing circumstances; far more so than the typical review provided by the high street financial institutions – where the approach is, by necessity, more generic and formulaic.
I am deeply grateful that a work colleague made that introduction all those years ago. Clifton Nash have served me well, and I expect them to continue to do so.
This post was written by bernt