Question and Answers
We collect and process various personal data about you for the purposes of providing advice, administration and management services which are explained in more detail in our data protection statement.
I also have a firm grasp of my pensions and their value, which is a huge relief for me. It is refreshing to deal with a professional company that are not focussed purely on making a sale - they worked to find the best solution for me and allowed me to take my time to make decisions.
They give us confidence that we are receiving solid professional advice at all times, whatever our circumstances may be. Their collaborative approach, which involved referring us to Kelsall Steele Chartered Accountants, their sister company, ensured all aspects were considered and took away any hassle or confusion.
Our adviser displayed in-depth knowledge and provided a stellar service. We had the confidence they could provide us with everything we needed. From the start they provided invaluable technical guidance and support, helping us to facilitate a pension and employee benefit scheme for our company, with ongoing support and in-depth reviews on a regular basis.