Executive, Hertfordshire

When our previous, long standing IFA announced his intention to retire, we were naturally concerned about finding a new IFA to provide the Company and our staff with pension advice in a professional yet approachable manner.  Matthew was on a shortlist of recommended successors  drawn up by the incumbent IFA and we considered that the combination of technical knowledge  and his personality were best-suited to our needs.  On a one-to-one level, Matthew was able to talk to us and our staff to clearly and concisely explain things, without any of us feeling at all pushed into making decisions.  His advice is considered and balanced and he is able to communicate effectively with staff at all levels in our organisation.

Since Matthew’s appointment, we have expanded our pension scheme to include more staff and implemented a salary exchange facility.  Matthew was instrumental in both the high take-up and smooth transition of these initiatives. His continued advice will be invaluable to us over the next few years as the pension landscape changes further.

Bookmark the permalink.

Comments are closed.