Testimonials
Helped me move forward
My circumstances changed this year and needed an adviser to support me through the finantial transition from my working life into semi retirement. Scott supported me through the initial consultation, preparing illustrative reports, online meetings to discuss and reassure me through the entire process, having regular email communication leading to unlocking the funds needed to continue my life moving forward.
Knowledgeable
Scott was very approachable and clearly had a lot of knowledge in his field! He was excellent of offering advice and is always contactable for any questions or queries. He made great decisions and choices based on my circumstances and I’m very happy with the outcome thus far.
Efficient pension payments building up
I wanted to stop my pension being neglected - and know that everything was in the right place financially. Scott took me through absolutely everything - most importantly in a calm and clearly understandable fashion! I find finances complicated at the best of times, so to have a translator and a guide come to me with sound advice that was easy to comprehend has been fantastic.
I now have steady, efficient pension payments building up for the future - this is what I wanted. I know this sounds simplistic, but to have someone reassure me that what I'm doing is not only correct but the best for me is invaluable.