Ben Alcock

What were the circumstances that caused you to initially look for an adviser?

I had built up a pension fund over 25 plus years and was concerned that it had been left to drift in the last few years when I changed jobs. I needed to ensure that the fund would be securely managed by experts.

How has Ben Alcock helped you?

The strategy and profile produced by Ben marked out an investment profile and the fund draw-down which was very clear and helped me understand the implication of retiring at certain stages of life

Have you seen the outcome you were hoping for?

My pension fund has performed well in the last 12 month and given the national and international events over this period the performance gives by a level of comfort that my funds are actively managed in my interests

What were the circumstances that caused you to initially look for an adviser?

Wanted to change a draw down to an annuity

How has Ben Alcock helped you?

Helped us to work out exactly what we required

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

We had a number of pensions from various jobs over the years which made it very difficult for us to understand the full picture. We wanted some expert advice on how to consolidate our pensions and for this to be monitored going forward so we could feel confident that our money was being managed.

How has Ben Alcock helped you?

Ben has looked at our financial situation in depth and has consolidated our pensions into a recommended fund. He went into great depth to ensure that we received the best possible solution. We discussed our current financial situation and where we wanted to be at retirement age which was an excellent exercise as we had a much clearer picture of what we needed to save in order to retire comfortably. We now feel confident that our pensions are performing as well as they can and that our savings are on track. Ben has been friendly and helpful throughout.

Have you seen the outcome you were hoping for?

Although we have only been with Ben for a year, we are more that happy with the outcome so far.

What were the circumstances that caused you to initially look for an adviser?

We wanted to have a review of several existing pension plans with a view to consolidating into one.

How has Ben Alcock helped you?

Ben offers a professional, friendly and comprehensive service. He takes time to understand the specific personal financial situation of his clients. His advice was based on his extensive knowledge of the sector, and at all times he ensured that his advice was tailored to our personal circumstances.

Have you seen the outcome you were hoping for?

In one year of dealing with Ben, he has provided an expert service and was able to consolidate our pensions into one, which has seen solid growth since we set it up.

Please provide a brief comment about your experience with Ben

Ben was very polite and helpful