Advising clients without any pressure
From the receipt of the Government advisory leaflet ‘Pension Wise’, identifying Unividual as a local financial planning service provider, through to meeting Greg and agreeing to the management of my pension and setting up my pension planning service, this has been an exemplary experience of how to advise a client on service benefits without any pressure.
Greg Harris highlighted all positives while identifying and advising on benefits and any possible pitfalls. Greg maintained an excellent professional manner ensuring we had all relevant information on pension benefits to myself, including financial and practical benefits of the scheme recommended.
I now have an excellent, managed, pension service which I would fully recommend to friends and colleagues.