Excellent. Very thorough, very friendly and explained everything fully and in terms I understood.
The process is easy to follow and I found the documentation straightforward.
Nick and Anna have...
Talked through the process, then helped to gather appropriate data. Our attitude to risk was assessed and taken into consideration when putting together a massively detailed report. They then...
I found the explanation and options for investment into a pension fund very clear and the options of risk were well explained. This helped in my decision for the type of fund investment to choose.
...
So helpful and so professional for an over the phone experience.
Dharmesh and Leanne made this experience a true 5 Star event.
Thank you so much as they listened carefully and I have now all my ...
Really good and positive, its a big deal trusting someone with your pension, and i felt i could trust them. He explained everything to me, really proffessional about everything
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.
Zpětnou vazbu shromažďujeme nezávisle jménem společností, které s námi spolupracují. Naše platforma oslovuje pouze ověřené kupující, takže si můžete být jisti, že čtete recenze od skutečných zákazníků.
Recenzi na Feefo mohou zanechat pouze zákazníci s dokladem o nákupu. Zajišťujeme to tím, že kupující oslovujeme okamžitě po transakci.
Ověřujeme, zda recenze pocházejí od skutečných zákazníků, a to tak, že je přiřazujeme k prodeji nebo transakci. Lidé jsou vyzváni, aby zanechali recenzi, až po nákupu v daném podniku.
Ověřujeme, zda recenze pocházejí od skutečných zákazníků, a to tak, že je přiřazujeme k prodeji nebo transakci. Lidé jsou vyzváni, aby zanechali recenzi, až po nákupu v daném podniku.
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.