Pension & Investment Advice

Updated: Jun 24, 2020

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

Realisation that I had failed to understand what pension provision I had available together with a young growing family forced me to take action. Growing wealth and a income arrangement Caused me to seek professional advice.

How did Neal help you?

Neal, quickly advised on tax arrangements, analysed my poorly performing pension and arranged a high performing alternative.

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

Yes. Significant savings on tax and growth in investment / pension performance can be expected.

What could they have done better?

Neal is more risk adverse than me. (This is probably a good thing!)

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