From the start Bob and his team let us know that they understood our nervousness about deciding what to do with our pension fund.
We were never put under any pressure to make a decision; on the contrary, the team were considerate of our need to take our time to think about what we were doing and be satisfied that we were doing the right thing. It didn’t seem to matter how many questions we threw at them – they always replied promptly and in as much detail as necessary and they were always ready to help further. Indeed, we were very impressed by just how conscientious they are.
We received emails and paperwork accompanying every step we took and it would be no exaggeration to say that no efforts were spared to make sure that everything was documented down to the last detail. Bob and his team inspire confidence and do so in a way that is friendly and familiar.
We’re confident that we’ve found someone who understands what’s going on in the pension industry and is able to help us make our own decisions about how best to invest our fund. And we’re happy that this person is someone who’s always very approachable and ready to do what he can to help his clients.