December 2023 by Andy Tompkins
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 by Keir Reeves
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 has Rupert Miller helped you?Rupert guided me along the process putting me in touch with a very professional company that administered my pension transfer.Have you seen the outcome you were hoping for?I now enjoy an income three times the size of what I was entitled to before. Rupert is there every step of the way & regularly reviews & consults me on the best place for my investments.What could they have done better?Rupert could not have done better.
March 2020 by Chris Fredricks
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.
