“I was very pleased to be introduced to Rich, as I was starting to look at retirement planning and the new rules around access to pension funds and didn’t know where to start with all my various pension pots. Rich was able to help by contacting each of the pension providers and summarising the assets and plan features at each of my pension accounts. He has prepared a detailed report which we are meeting to go through face to face to decide next steps. Exactly what I was looking for, and at a reasonable cost, especially for the peace of mind it brings in an area which continues to be baffling at best.”
I look forward to introducing you to more clients!