Matthew Duncan, of Invest Southwest, has been dealing with three pension pots that I had not touched since retiring. Matthew identified special terms relating to one of the pots that I was unaware of. After discussing our requirements and other finances, he drew up a plan to combine the pots into a drawdown pension.
We took Matthew's advice, and he liaised with the pension companies to ensure that the work was completed in time.
I am impressed by Matthew's knowledge and by his approach to financial advice.
I would recommend Invest Southwest for pension advice.
3 years ago
Invest Southwest has a
4.9
average rating
from
443
reviews
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