Brilliant advice in helping me transfer out of my DB pension which he’s invested for me and delivered a well balanced portfolio that’s giving us the retirement we could only once have dreamed of.Always at the end of the phone, we get superb service from Rupert and Kelly and could not be happier.
December 2023
Review from verified clientDecember, 2023COPY OF VOUCHED FOR REVIEWOverallAdviceServiceValueBased in GwyneddWhat were the circumstances that caused you to initially look for an adviser?I had reached the age of 57 & was looking to retire. I wanted to transfer my pension pot from a defined benefits to a defined contributions.How... read full comment
March 2020
Rupert has been wonderful for me and my family. I had many pension and retirement issues that he has cleaned up, explained to me in great detail, and got me working towards the goals in my life. Wouldn’t be where I am without his help.
