He was instrumental in guiding us through our changing financial goals and planning at retirement, recommending a far less risky strategy for our pensions and portfolios than we had been following for the previous few years - a new strategy that has performed admirably through the ups and downs of the markets since we retired.
We are very pleased with the service we have received from Stephen. His approach is undemanding and personable. He is not at all pushy, unlike some, and ensures his advice is relevant to our needs. Stephen has been very good at putting his advice into layman's terms and not baffling us with jargon!
Ivan listened well to my needs and requirements before discussing a number of alternatives that could be suitable. He allowed me time to think through options before making a decision and didn't try to persuade me or put pressure on me to make a particular decision. I felt able to contact him for more information at any time...
Fully versed with her job, and understanding of what I require. Offered useful suggestions and advice on related matters. Made light work of the paperwork for me and hassle-free management of funds and products.
I found Derek to be extremely patient and understanding. He is also very relaxed and easy to talk to but at the same time showing complete professionalism and expertise. I am very impressed at how quickly he responds to any worries or queries that I may have. I would certainly have no hesitation in recommending his services...
Jude, North Yorkshire, 59, Private music teacher
She has been of great support with her advice and I am more than pleased with my returns, I also added to my portfolio with a 2nd property, something I would not have had the confidence for pre Allie... if I haven't seen her for several months... we pick up were we left off. I look forward to her visits as I have every...
Mary, Cheshire, 57, Area Operations Manager
My wife and I had a number of different pensions that weren't doing very well and everything was a bit of a mess. Charlie Brown sorted this out for us and we were very happy with his services.