Customer stories

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


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

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