Customer stories

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


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

Posted

‘My son has extra needs and I didn’t know how to protect the family with this in mind’ Brendan is on the autistic spectrum and has a helper at school to give him the extra attention he needs. My husband provides for us and I deal with most of Brendan’s needs. If either of us,… Read more