Cashinmypension.com? Fraudmorelike.com
Written by Brian on April 8, 2013I was pointed in the direction of www.cashinmypension.com last Friday by a client in Bath (the city, not the thing you wash in). She’s a savvy client and she realised that something was not quite right about the claims on their website… Read more
Can it get any worse? Yardstick Marketing / Pensions Matter Assoc transferring Miners Pensions
Written by Brian on April 5, 2013I’ve had lots of calls from ex miners and their wives over the last few weeks. It seems that they have been targeted by the infamous Yardstick Marketing and Pension Matters Associates, both of which we covered in a previous… Read more
Yardstick Marketing & Pensions Matter - Caution
Written by Brian on November 15, 2012This is a blog of my recent experience with these companies: I was working from home this morning to get a bit of focus time, and was cold called. Now, my numbers are registered with the telephone preference service (TPS),… Read more
1 minute guide to the EU Gender Directive
Written by Brian on July 29, 2012A quick 1 minute guide to the impact of the European Court of Justice (ECJ) decision announced in March 2011 which will shortly make itself felt across the insurance world. Man=Woman In the Test-Achats case, the ECJ decided that the… Read more
1 Minute Guide to University Tuition fees and Tuition loans
Written by Brian on July 28, 2012The academic year beginning this autumn will see a new regime for student finance introduced in England. Tuition fees The biggest change, which only affects students starting their courses this autumn, is the increase in the tuition fee cap. For… 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
We have used Dave Rees for many years. He has always been very helpful and very professional, understanding our requirements and meeting our needs within short timescales.
Mrs PExcellent, honest and fair advice given. Very competitive prices for mortgage and insurance policies. Would definitely recommend.
Sadie ROnce again thank you for your help and advice, we will definitely contact you on any future money concerns and will be sure to recommend you to our friends etc. Thanks once again. Annette & Tony
In the last 24 hours Dave has helped me explore my options, clarify potential possibilities and supported me through a very emotional couple of days. At no point did I feel pressurised to make a decision, so much so that I have decided not to sell my house at present! Dave offers a professional, practical and knowledgeable approach to the world of mortgages, but includes a very human, approachable, empathetic manner; he could almost take up counselling as another career. A very big Thank You, and I will be back in 5 years time so do stick with Mortgage advice. Bev Miller




