Professional and extremely personable manner

Testimonials  |     |   by Michelle Gibbs

Pension planning is such a crucial area that you must feel your advisor is up to date with today's ever-changing regulations, fully understands your needs and will offer clear, constructive and
reliable advice. From my experience Michelle delivers on all these requirements and does so in a professional and extremely personable manner. I respect and value her advice. I should also like to add that, when my previous advisor of long standing retired, I was wary of having to start a new relationship. However, Michelle very quickly made me feel at ease and impressed me from the off with her grasp of my goals and her understanding of the importance I attach to my pension

What could they have done better?

During the 3 or so years since Michelle took over handling my account I can't think of any
circumstances where the service I've received could be faulted

Alan, Suffolk

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