Sue Mitchell, Lincolnshire

16 Oct 2014

We where very impressed with James’s knowledge of the various pension schemes available which would suit our needs.

James had endless patience, we asked him numerous questions and asked for recaps to help us make decision on the way forward to take a pension. James clearly explained every option open to us. We where left the information and clearly told by James, if we needed any further information or anything clarifying to telephone or email. James arranged a further meeting and would have happily come again if we still had needed more time.

He also put up with the crackers dog.

Why should I worry?

We believe the future should not be left unplanned.

Reasons why

Lasting Power of Attorney?

Read the story of Heather Bateman to see why everybody should have one.

Avoid the trap

Keeping the fruits of your labour

Leave your money to the family, not HMRC.

Why us?