I just wanted to say a big thank you for helping us sort out our financial planning over the past couple of years not only from a personal perspective but also in relation to the business.
Having reviewed our existing life cover arrangements you recommended products that not only reduce down our monthly premiums but also provide better cover and more importantly ensure that we have cover in place not only to protect us as a family but also cover the impact on the business should anything happen to either myself or Darren.
Over the years we have accumulated a number of different pension arrangements and once again you completed a detailed review of these and helped us understand what we have in place and the likely benefits we can expect at retirement. This means that with your help we can now plan more effectively for the future.
Finally, as employers, we need to ensure we meet our legal obligations in relation to Workplace Pensions and you have been on hand to provide advice and guidance so that we can meet the deadlines, set up a suitable pension scheme and communicate the changes to our staff.
You always explain things clearly taking into account our level of knowledge and are incredibly proactive in chasing for information and paperwork. We would have no hesitation in recommending you to anyone looking for a financial advisor they can rely on and trust.
This post was written by bernt