"I wanted to say it was a great experience working with you. I had expected this would be a fairly bureaucratic process that would assume we hadn't properly thought this through, but the conversation was very pleasant and helpful and you listened to our thought process and concerns and what we hoped to achieve. You explained the process and the scenarios you would run for us and by the end of the meeting I was actually enjoying the discussion and could see the benefit of the process. Thank you so much for your help."
Christian Derrick (Stephenson Johnson Financial Planning)
“I just wanted to thank you for all your support in our first case that we have presented to you. I am delighted with the service and the outcome for the client. Emma was great throughout the process and my client also spoke highly of how she communicated with him.
I am really looking forward to referring many more cases your way.”
Calen Outhouse (Retirement Planning Solutions)
“On behalf of RPS and our client, we would like to thank everyone at PAS who worked on this case. We appreciate your assistance, professionalism and due diligence.”
Mike Coady (Indigo Financial)
"I just wanted to personally say thank you as this is the first case we have received via PAS and the professionalism, communication and the standard of service has been exceptional."
Ian Whitby (Logic Financial Consultants)
"Having been involved in Pension Transfers for a number of years, I am pleased to say that we have found a new provider that does exactly what they say they are going to do.
Transfers from Defined Benefit Scheme´s, quite rightly need to cover all aspects concerned. This includes the potential benefits being given up, full consideration of all charges associated with a possible transfer, together with the clients attitude to risk/reward and a full understanding of their personal circumstances.
I believe the report itself and the variety of summaries from Pension Advice Specialists team are some of the best in the market. Their pricing is competitive and the level of detail and care is second to none. Importantly they also provided all reports on time, if only they all did!! We will be using them in all future cases."
Leith Anticevich (Austen Morris Associates)
“Just wanted to thank you once again for the level of service received in assisting our client in a very detailed personal assessment of his options and the suitability of said options concerning his defined benefit pension. To add, we were nearing the end of the 3 month guarantee period yet in taking the time constraints under consideration the clients expectations were met with the knowledge from the outset that the process would take up to ten working days. In our line of work managing clients expectations is everything and in having this detailed at the start of the process allowed the client to remain at ease knowing that if he decided to transfer his pension he would have the ability to do so.
To conclude, I look forward to working closely with Craig and PAS with all future clients.”
“I required financial advice to transfer my final salary, DB pension to a SIPP of my choice. As the transfer value of my pension pot was quite considerable, I was keen to find an IFA who charged a fixed fee with no last minute fee additions or investment ‘tie ins’. After extensive research and networking, I found “Pension Advice Specialists” Not only are their fixed fees incredibly reasonable but the quality of advice was first rate. Derek Wilson, my qualified advisor carefully explained the relevant legislation, its aims & purpose and the DB advisory process before giving clear instructions on what financial information was required from me. This all culminated in him producing a balanced, considered and comprehensive final report and a Certificate of Advice, all for the agreed fixed fee. The turnaround time was circa 3 weeks! I thoroughly recommend Pension Advice Specialists in a personal capacity”
Russell and Elizabeth Eldridge
“I felt that I must send an email to you to express how much we appreciate your help with our Pensions. We found you to be so helpful and truly felt that you had our interests at heart. I can honestly say that I was not looking forward to our telephone interview with you but you immediately put us at ease by explaining exactly why you were interviewing us and went into great detail to explain everything from the outset of the conversation. A most important point for us was that you listened to our reasons and views and you understood the logic of our thought process and I do believe that this showed in our report. You did not rush your interview with us which made us feel far more comfortable with the questions that you needed to ask us.
Looking at our pensions and dealing with certain pension companies has been quite an ordeal as they were not very helpful and the way you took the trouble to help us and explain everything to us made this a much easier task for us and I also thought that the report you put together was very interesting and gave us a much clearer picture of how our retirement pot is going to look for us.
Thank you so much Derek for making the process run so smoothly for us and we really did enjoy communicating with you.”