Outside UK
What were the circumstances that caused you to initially look for a financial adviser?
Gary provided an independent review and report on transferring two UK pensions for me
How has Gary helped you?
Gary’s report was very detailed and clearly laid out the difference between old and new schemes, and highlighted considerations to think about if transferring, and included his independent advise as to whether i should transfer or now. The report was produced in a good time frame and then followed up with a 1-hour long call to walk through the report and answer any questions etc.
Have you seen the outcome you were hoping for?
Yes, Gary was very knowledgeable about UK pensions and along with his report answered all of my questions