Wolds Financial Planning Ltd

Reviews

1. Ken Johnson ★★★★★

   As some of my pensions were under performing Graham advised on the benefit of consolidating all three pensions into one. He carried out a personal survey on my attitude to risk, advised on my options, and sorted out all the relevant paperwork in a timely manner. I had stipulated that I was possibly looking at the option of Drawdown when it came to taking my pension, and so would like him to look at companies that would facilitate this. He came back with a choice of reputable companies, explaining everything as we went along. I was very happy with his advice on which particular provider was the right one for me moving forward. Over the course of the next few years we were in regular contact, including annual reviews on my aversion to risk and how my pension pot was performing. I have recently started drawing my pension. After much deliberation Graham and I decided that the best thing for me was an annuity, as I wanted to ensure that my wife would continue to receive 100 % of my pension should I pass away first. In these trying times Graham again found the best deal possible for me and made the whole process as stress free as possible. Thankyou Graham.

   almost 3 years ago
2. Kevin Sell ★★★★★

   When I was approaching 60 I needed expert advice regarding my pensions. I had a substantial amount in three different pensions. I researched the internet and Graham was highly rated by his clients. Over the past few years my partner and I have greatly valued Graham's thorough, professional and clear approach to overseeing our finances, regarding my pension and our joint investments. We are more than satisfied with the returns we have seen and would recommend anyone seeking pension or investment advice to speak to Graham.

   almost 3 years ago

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