“we felt comfortable from the start with Sue and she instilled us with confidence; she has made important investment decisions understandable for us”

“Sue has been our IFA for several years. We were edging towards our retirement and wanted to make sure our pension pot would be adequate to meet our future needs. We need not have worried. Sue listened well, spent several hours interviewing us about our expectations, our current and future financial flow and our investment strategy. She set up a secure but diverse portfolio of investments which have provided a good return despite their “low risk” profile. She has continued to support us with regular communications and site visits, and went the extra mile in helping us make the decision when to retire and how to release the assets in a controlled manner. Ten years ago we were worried that we would not have enough funds to retire comfortably, today we are looking forward to a secure future. I should also add that Sue’s friendly manner, professional engagement and pragmatic approach is like a breath of fresh air in the quagmire of pension finance.”

I would like to thank Sue for her excellent service and support these last few years, through difficult emotional times for me. Sue always makes me feel relaxed and her guidance gives me confidence in making financial decisions. I am very happy with everything Sue has arranged for me and in fact I don’t know what I would do without her!

“I instructed Sue to guide me through my Workplace Pension obligations. She took control over the whole process, and has kept me updated at every stage. She has taken the hard work and worry away from me, meaning I can concentrate on running my business. Sue’s expertise and professionalism has made the whole process very smooth, and I would not hesitate to recommend her. I will be keeping her number on speed dial!”

“Over the years Sue has provided a superb service for my wife and I. We trust her implicitly and she always makes our financial decisions easy to understand, making complex situations very straightforward for us. We have recommended Sue to our friends in the past and they have all been very pleased to have been introduced to her”

“Having seen the care and diligence taken by Sue, I have no hesitation recommending her services to anyone looking to invest for their future”

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