Posts Categorized: Pensions

“We chose Kimbolton Financial Planning, because of their reputation as professional, personable and friendly advisory services company, We needed a Lasting Power of Attorney for property and financial affairs, as a 95 year old mum needed us to look after her affairs. We would like to thank Gary and Sachelle for their attention to detail… Read more �

“Needed help with court order shared Pension pot. Gary did all the paperwork, set me up with a new Pension and advised the best plan for me. Sorted my tax form, and constantly chased up the Pension company as they had lost my divorce papers, which got resolved to my satisfaction. Nothing was too much… Read more �

“My pension needed attention and the IFA I’ve used for many years suggested talking to a specialist. Gary understood my situation straight away and advised how best to resolve a tricky situation, without losing out on tax or in any other way. The outcome was most definitely what I was hoping for, and being someone… Read more �

“I can highly recommend Gary who always goes over and above. He goes the extra mile to do his very best to help his customers. Nothing is too much trouble for him. He is friendly and approachable and extremely honest, giving best advice every time. Everything is explained fully in layman’s terms and not using… Read more �

“I needed to sort a pension share after divorce. Gary met up with me and explained the whole process in detail. He contacted the pension company and transferred my share along with my own personal pension to a new company more suited to my needs. He kept me informed and the process was easy for… Read more �

“I used Gary to help transfer my pension and set up my wills and family financial security going forwards. He made things easy to understand, walked me through step by step and was clear with costings from day 1. Offering both office and evening home visits he made the process easy to complete and did… Read more �