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Jerry Riche – Clifton Nash

Jerry Riche

Even for those like me with some financial knowledge, the task of moving a pension fund from an employer-based scheme to a more flexible independent arrangement is not without some complication.

Those arrangements are now thankfully completed and I feel it only appropriate to comment on how you both simplified the process and provided clarity at each point where decisions were required, especially in respect of the investment options.

The paperwork, as always with such arrangements, can be daunting, but your guidance was impeccable as your regular updates on how matters were progressing.

I would not hesitate to recommend your services and look forward to working with you as the invested funds are managed over the coming years.

Thank you for visiting the Clifton Nash website. Due to the COVID-19 restrictions we are currently working from home.

For South Wales based clients and new enquiries please contact John Davies via email jdavies@cliftonnash.co.uk or call 07970 070659

For Bristol based clients and new enquiries please contact Richard Wilcox via email rwilcox@cliftonnash.co.uk or call 07786 933765

For all administrative and general business enquiries please contact Samantha Durkan via email sdurkan@cliftonnash.co.uk or call 07896 991454

Thank you for your patience at this time, we will reply to your email or call as soon as possible.