Updated: Feb 7
What were the circumstances that caused you to look for a financial adviser? I had initially seen two previous Financial Advisors who had been unable to assist me with unlocking a particular pension that included a considerable tax-free percentage.
How did Neal help you? Neal was able to ably navigate through the red tape and turgid hoops required by AEGON, enabling a swift conclusion and enabling me to secure an uncommon tax-free percentage. He kept me thoroughly informed throughout the process.
Have you seen the outcome you were hoping for? Indeed, with Neal's assistance I successfully managed to release my funds with the best possible outcome from a taxation point of view, something I was beginning to feel might not be possible.
What could they have done better? Nothing. I can heartily recommend Neal. I found him highly professional, polite but friendly and very knowledgeable about aspects of pension law that can be not only unclear but very frustrating to the client.