Customer stories

New customer story every month (All clients names have be changed for privacy).


Posted

I’ve had a decent pension with a company I worked for years ago. When the statement came in I gave it a quick glance and filed it away. It hadn’t been reviewed for years so I got Gary to look into it for me. As it turns out it was invested in some kind of… Read more

Posted

I took advice from Kimbolton Financial Planning 18 months ago. This was mainly to sort out my pension which was going nowhere. This has now been moved to a much better place where I am very happy with the progress. As part of the process Gary discussed with me the issues that would arise from… Read more

Posted

I have recently taken early retirement from the company I have worked at for 28 years. I have lost all my benefits that I enjoyed with them including life insurance and free pension arrangements. With a young daughter who depends on me for support I felt very worried that if anything happened to me she… Read more

Posted

‘I have changed jobs frequently and had pensions all over the place. I’ve never really understood if I had enough in the 6 pensions combined and never really knew whether I had enough in them to live on. Gary explained it all very simply and moved some of them around to a better place to… Read more

Posted

I needed the lump sum from my pension scheme so my wife can afford to take a year off and retrain but they insisted I take a regular pension as well as the lump sum. This meant I would pay 40% tax on the pension income as I still work. I didn’t even want the… Read more