Research suggests 9.4 million Brits aren’t seeking financial advice despite being open to the idea of it. For some, misconceptions, like that…
Jill Rickson’s service is excellent
As always Jill Rickson’s service is excellent. Not only does she keep me aware of the end of my mortgage agreement, the process of agreeing a new fixed rate was seamless and she saved me loads of money too.
Exceeded any expectations we had
I received very prompt, easy to understand information with reference to my position as Power of Attorney for my Downs Syndrome brother regarding a query to transfer his pension to a ‘Drawdown Pension’ to allow funds to be accessed, above and beyond his regular payments, for private health care if government care is insufficient. I received a detailed email laying out important points to consider and suggestions to contact official bodies to acquire clarification. David provided a level of service which exceeded any expectations we had, given our other dealings with financial advisers, and my family and I are extremely grateful.
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.