Purchasing an annuity
Written by Brian on December 20, 2013Listen carefully… Hear a knocking noise? That’s right – it’s the sound of me banging my head against the desk after reading yet another misleading article from the Telegraph. I really thought things might change, but this was brought to… Read more
Selling my pension
Written by Brian on December 20, 2013Selling my Pension – A guide… Don’t! “Selling my pension”, “how can I get cash from my pension”, “can I have a bigger pension”, all phrases that people use to gather information and advice on their best course of action… Read more
Skipton Financial Services - highest charges in the market?
Written by Brian on December 20, 2013Skipton Building Society Cast your mind back to the old days of the 80’s and 90’s, when the Skipton Building Society was a market leader, highly respected and recommended by independent financial advisers from one end of the country to… Read more
Green & Global, WJA Financial, 5G Wealth, William Armstrong
Written by Brian on November 20, 2013Green & Global, reincarnated. Green & Global is the company which was associated with Yardstick Marketing and Pension Matters Associates (the companies conning people out of their pensions). A quick internet search on Green & Global brings up an FCA… Read more
Pension Transfer Advice – Should I?
Written by Brian on November 12, 2013Many moons ago, when everyone had money and stock markets were going through the roof, members of our beloved financial services industry were themselves advised that traditional final salary schemes were unlikely to equal the returns offered by stock market-linked… Read more
Dave Rees helped us with a number of financial issues we had been putting off for ages. He helped us identify our main requirements and was able to give us a range of options and clearly explain the pros and cons of each. We were able to make an informed decision about the best route forward for us and if we had any queries no matter how small Dave was always easily contactable and happy to help. I recommend his services to everyone I know. Claire B
Well now in the house, got my priorites right first ...sky tv and the beer with the rest of the contents moving tomorrow. Thanks for all your help and the card. I will recommend you to anyone that is after a mortgage.
AndyI have just read your warning about yardstick marketing etc. and am now waiting for a call from Actionfraud. You have just saved our meagre pension pots from these people. Thank you so so much.
Happily recommend Brian and his team. Very professional business and give all information required for decisions in a clear and concise, easy to understand manner.
Joe TDave Rees was very helpful, made it all very straight forward and simple, and was always available for a chat. Very good!
G Harris
