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.

Clifton Nash Financial Planners

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