Much of our work is completed alongside and sometimes on behalf of professional advisers. As an adviser who has worked with business people for 30 years I recognise when to call in Solicitors or Accountants to address an issue and in return they recognise that independent financial advice is an increasingly important aspect of their clients needs being met.
My rather open approach to demystifying the world of pensions is not restricted to clients, as I do not bamboozle their advisers either. If you would like some help translating something you have or would simply like a 2nd possibly different opinion please contact me. As with new clients there is no charge for anything that can be covered in 20 minutes.
Steve Robinson
Managing Director