Pension & General Financial Advice



What were the circumstances that caused you to look for a Financial adviser?

I had just become self employed (via my own limited company) and therefore no longer had a workplace pension. I was looking to start my own private pension, through my company, and also take out life insurance. I also needed general financial advice.


How did Neal help you?

Neal was fantastic - explaining clearly and precisely exactly what I needed to do and offering a range of different product options at varying levels of potential risk and reward.


What is your current situation? Have you seen the outcome you were hoping for?

I definitely have. I now have a pension that is growing nicely and slowly building towards retirement, along with my former workplace pension and state pension (both of which Neal keeps an eye on for me). I also have good life insurance at a level to protect my family. Neal is always available on the phone and email and we meet annually to review my products. I highly recommend.


What could they have done better?

As I had a set need - a pension, life insurance and general advice - which is been fulfilled in an informative and friendly manner, there's little I think Neal could have done better.

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