Very friendly lady which made you at ease quickly so all good there.. Advise given clearly and so not complicated A lot to think about with personal pensions but again the advisor put me under no... Ver mais
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Leia as opiniões dos outros
So far I have only had one conversation with Alex it is to set up a zoom meeting to discuss my options. Only 3 star so far but suspect 4 star will happen after our next meeting.
Chris Di Pascale explained very clearly different pension products and how they work. Brilliant knowledge on all financial aspects. I felt confident Chris had my best interests. I'm weighing up my op... Ver mais
M&G Wealth are really good at appointing a Pensions Financial Adviser in our local area. A telephone consultation was booked swiftly and true to form I was contacted by a professional Pension Advis... Ver mais
Informações sobre a empresa
Escrito pela empresa
Check Pensions is a trading style of Annecto Marketing Ltd who are an FCA regulated company working as an introducer to FCA regulated financial advisors in the UK
Informações de contacto
45 Boroughgate, LS21 1AG, Otley, Reino Unido
- 01133501615
- enquiries@check-pensions.co.uk
- check-pensions.co.uk
Sem histórico recente de solicitação de opiniões
Esta empresa não convidou os clientes recentemente, pelo que as opiniões podem não ser representativas
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
Easy access to Pension help.
Put in touch with just right people promptly. Very quick and easy access to the pension information we needed. Highly recommended.
Nick is experienced IFA
Nick is experienced IFA - restricted . Had great knowledge and understanding of Pensions planning. Will work with him to get recommendations to plan my pensions.
Extremely helpful and gave me peace of…
Extremely helpful and gave me peace of mind. The lady was excellent. Very patient and knowledgeable and advised me thoroughly and answered all my questions. Amazing service. Thank you for your help
Relaxed discussion about where I am…
Relaxed discussion about where I am with my pension and stage of life.
It took a short time out of my day and I didnt feel rushed.
The Advisor was very helpful and…
The Advisor was very helpful and informative thank you
Very helpful service
Very helpful service, all clearly explained, great response to questions
Open and Impartial Advice
The advisor provided a thorough review on my situation and existing pension funds, providing helpful and impartial advice, while leaving it to me to decide on next steps.
Prompt service with good overview of…
Prompt service with good overview of options as introduction to follow up meeting.
Clear relevant and prudent service
The adviser demonstrated an excellent understanding of my financial needs and goals, he delivered his advice with these clearly in mind. I have complete confidence in him and his professional abilities, I found his advice to be clear, relevant and prudent enough for making an informed choice. And would recommend to family and friends.
Kim was very knowledgeable and…
Kim was very knowledgeable and professional, talked through my options and left me with a better understanding of what I need to do.
Helpful and informative
Helpful and informative, gave guidance, answered questions and allowed thinking time. Not salesy, just incredibly useful.
Helpful and not pushy service
I used this company recently to put me in touch with a pension financial advisor. They put me in touch with Russell Pearson of Potential Wealth Management.
I was impressed with the approach that Russell took and the time he spent with me discussing my current financial position.
I have decided to use Russell to further investigate my current pension suitability with a decision thereafter as to how I move things forward.
Russell was not pushy at all and fully explained my options.
The best pension advisory service I could have hoped for
I was totally in the dark as to what type of pension to choose and any risks involved in investing my hard earned money. The site linked me to a wonderful financial adviser who talked me through the options and all for free. I'm so impressed with the service and would advise anyone on the street who like me are out of their depth with finance and pensions in particular to give them a try asyou can't lose, but can gain a lot.
Ok first let me recommend using M&G
Ok first let me recommend using M&G, they contacted me after I enquired about my pension, they arranged a telephone call and the day before my first meeting I had to rearrange which they was more than happy to accommodate me.
When their consult rang he was very polite and when I explained my current situation he was more than happy with my needs, I have arranged a face to face meeting early in September which will be with my wife and I at our home, so hopefully all will go well
Pension experience
M&G Wealth are really good at appointing a Pensions Financial Adviser in our local area. A telephone consultation was booked swiftly and true to form I was contacted by a professional Pension Adviser at are agreed time & I have to say it was an excellent first call. Marcus answered lots of questions without the jargon, so it was easier to understand.
I would highly recommend M&G & Marcus.
I will update this review with the outcome on completion... Watch this space
Pension advice
Was given an initial appointment with a Pension advisor within 2 days. Excellent service
Prompt, courteous and organised
Called on time, teams not working, did call over phone which was fine. I had a couple of simple questions which were answered, would use again
Had teams introduction meeting with…
Had teams introduction meeting with Jordan Darwin as I have a pension sharing order and need a pension pot to put it in , it went very will not pushy and answered what we wanted to know we have a face to face meet on Monday to go through what needs to be done so far so good
I was speedily given an initial meeting…
I was speedily given an initial meeting with a knowledgeable financial advisor. All went well although I decided not to proceed in the end. No hard sell which was nice
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