RM, Bangor
In our care since
Patrick simplified my pensions and put them into a single, simple to understand and easy to operate pension plan. I was able to draw out my tax-free lump sum and I also have the option of drawing income from my pension whenever it suits me.
I have been very pleased with the ongoing service Patrick has provided, he reviews my pension investment regularly with me and he also advises me on other financial matters. I find Patrick very personable and easy to talk to, and he is able to explain financial matters in a way which makes sense to me.