Ian
As I was approaching retirement I was conscious that I needed help with the various pensions I had accrued over the
years throughout my employment. I started to contact financial companies of various sizes and was quite surprised
how aggressive they are in terms of securing your business...
I eventually found Rebecca who was completely different. Friendly, helpful, far from pushy and perhaps more
importantly, very knowledgeable. When I eventually met Rebecca I was absolutely certain that she would be the
perfect person to rationalise my pensions.
Four years on, my impression of Rebecca has been justified: My pensions are rationalised and I’m extremely happy
with the way my finances are being handled in my retirement years. I would recommend Rebecca to anyone and
indeed have! They too are delighted with her involvement.