John held some 3 or more lengthy meetings with my wife and I during which we were able to ask and John was able to answer a not insignificant range of questions that we each had for him. This was probably even more taxing for John than it might normally be as both my wife and I spent a reasonable period of our early careers with companies that sold pensions.
After each meeting John produced detailed written advice and feedback on all aspects and on any other questions that we added into the ‘equation’.
We both found John’s advice to be very professional and comprehensive and importantly we felt that it took account of our overall finances and our future aspirations including feedback we had given on things such as our ‘appetite for risk’ in the circumstances.
We have accepted John’s advice and have happily proceeded with his assistance to consolidate our pension policies on a ‘platform’ that meets our various financial needs and aspirations now and in the future.
I and my wife can thoroughly recommend John’s friendly and professional advice.
This post was written by Rich Arnold