Pension Cirencester ~ Pensions Cirencester ~ Retirement advice Cirencester
"I wanted to drop you a quick line to say thank you very much for
your assistance in enabling me to understand exactly what I have got
in terms of my pension plans and what these may mean to me when I
finally retire.
Whilst I have a rudimentary knowledge of the subject I feel more
confident now that I know you are monitoring my portfolio for me."
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Mrs W MacDougall
"Very knowledgeable and trustworthy, with the clients needs a
priority." br>
Mr Green
"I have known John Townsend for more than 30 years and when he
became an IFA I had no hesitation in using him to help us with our
financial affairs. John is a true professional and very good at
explaining things clearly. This means that even when talking about
complex areas like pensions I am able to understand what he has
explained. John adopts a welcoming style and does not apply any sale
pressure - I have no hesitation when I refer family and friends to
him." br>
Norma Sutton
"I have just received your annual update on my investments and I
just wanted to drop you a line to thank you for help and advice over
the years you have advised me but especially over the last couple of
years where investment choices for the likes of myself have been so
hard to make. I was obviously delighted with the performance of the
funds you recommended, with different providers who I had not even
considered, has given me the balanced portfolio I was striving for. I
do agree however that it is not the time to rest on my laurels and we
should meet again in the very near future to clarify my objectives for
the coming year and beyond. I look forward to hearing from you
shortly and thanks again, I hope your year has matched the performance
of some of the funds you recommended to me!" br>
John Traas
"Just a quick line to say that we have recently received our latest
pension update from you together with your views and comments on the
current year in relation to our pension portfolios and just wanted to
say thank you, as this reassures us that our pensions are in safe
hands." br>
Mr & Mrs Moffat
As you approach retirement it's essential to get the right pension and retirement advice. After all, the decisions you make now on your retirement, could affect the income you receive for the rest of your life.
For advice on any of the above, Contact Us
now.
Baker & Co Financial Solutions Ltd is authorised and regulated by the Financial Services Authority, and is entered on the FSA register (www.fsa.gov.uk/register) under reference 509664
.
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