March 2021
I've known Claire for over a year now as my pension adviser. From day one, she has played an important role for me by explaining the ins and outs of my private pensions. Guiding me through the best options. Clear straight forward advice, explained in an understanding manner, always willing to answer any queries. Happy to recommend her to anyone who is considering retirement.
March 2021
We have received a fully comprehensive and non biased service from Claire. She is friendly, efficient and extremely good at explaining pensions (which can be a complicated subject) in layman’s terms. Claire is extremely knowledgeable about pensions and we would highly recommend her.
March 2021
Claire came recommended by a friend, who had used her advice and services. Needing advice myself for potential money and pension investments, Claire arrived at our meeting on time, fully prepared to answer all questions and queries. Leaving me feeling reassured. I am a very satisfied client, who will use her services again.
March 2021
We have used Claire’s services for approximately five years. The world of pensions had always been a minefield for us, Claire is knowledgeable, approachable and friendly. She made us feel totally at ease and we felt able to ask any question, however silly we felt it might be. She listened to our needs and gave us sound financial advice which met our requirements. Claire is always available to answer any queries we may have and we have total trust in her advice and services.
March 2021
Claire has offered a professional, courteous and friendly service from the outset and at all of our meetings. She has offered reassurance to me, as a somewhat naïve investor. Detailed information about available products and realistic projections, always accompanied by appropriate caveats. I have found her support invaluable and I chose the company because I instinctively trusted her to take care of my investments.
She responds very quickly to any questions and has given me lots of time, whenever I have concerns or decisions to make. She ‘goes the extra mile’ to make sure I understand anything that I am anxious about. She will send additional information by email attachment and will research on my behalf to ensure I am fully informed. Claire is also extremely personable and we often have a chat about other things, such as family or holidays. I feel I can call her a friend as well as an adviser.