Fantastic pension planning and advice
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"Having changed jobs numerous times over the past 38 years and also having worked for several companies who had changed ownership during that time, my pension portfolio was extremely complex and its true value unclear.
Keith Bathew worked with both me and my wife over several weeks to review and understand our pension situation and supported us in planning for a realistic and economically sensible retirement date. Keith explained clearly the options open to us and supported us in making the best choices for our individual situation, which concluded with consolidation of almost all of our various pension pots onto a single and understandable platform. This was done only where it was in our best interest to do so with future investment choices made taking into account our personal attitude to risk.
We have quickly gone from having no real idea of how or when we might retire to now having a realistic plan in place to take us to a happy and comfortable retirement. Wonderful !!".
- DavidT-912