Client feedback


Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
When requesting information by email, I have noticed that there is 'out of hours activity' to answer me. I regard this as a stand out 'above and beyond' - impressed.
The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.
Paul Coley,
The Altro Pension and Life Scheme
Professional and forthcoming with support.
Martin Crees ,
Rabobank
Kevin takes control of the meetings whilst fully involving the other two trustees. His experience shines through and he is also a very good listener, making all parties feel involved.
Sharron King ,
KBC Bank

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