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... ãã£ãšèŠã
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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... ãã£ãšèŠã
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... ãã£ãšèŠã
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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
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45 Boroughgate, LS21 1AG, Otley, è±åœ
- 01133501615
- enquiries@check-pensions.co.uk
- check-pensions.co.uk
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Good clear information given
The expert from M&G was well informed and frank in answering my questions. We discussed pros n cons of annuities vs drawdown. No pressure to proceed with any further services until I had considered the information given to me
I got great advice and knowledge fromâŠ
I got great advice and knowledge from our conversation. It was clear after a while that I was best placed to keep my pension where it was, however, the representative was still helpful and professional throughout. Thank you
Very happy with the service the advisorâŠ
Very happy with the service the advisor was friendly the process was straightforward and everything was explained very well
Great help and honest would come backâŠ
Great help and honest would come back again with confidence in the service provided 5star all day long.
Very helpful and informative withâŠ
Very helpful and informative with option plans ongoing.
Had phone meeting
Had phone meeting, and all went as well as can be hoped. Wait now for all details to come back.
Initial chat very informative âŠ
Initial chat with Chris re my pensions he was very informative and personable. I am now in the process of booking a further meeting to go through my options in greater detail.
Preliminary chat about pensions.
Preliminary chat about pensions.
Advice was useful and helpful
I received very helpful advice. They were very professional and polite at all times. You have to be careful that you donât fall victim to scammers but this company is not one of them. I would recommend them to other people.
Pension Advice
Great experience with this pension advisor explained my options well and clearly!
I contacted them to get anâŠgetboptions
I contacted them to get an understanding of my financial situation, especially around a SIPP fund I have and the options. He understood my situation and suggested potential options to meet my needs efficiently and professionally.
I appreciate his time
Thanks
Martin
Preliminary Information about Annuities
Was after preliminary information about annuities. Was able to discuss and find out what I wanted to know. Good service
I wanted pension advice
I wanted pension advice. Quickly and very efficiently an appointment was arranged and I received expert help. A very useful experience. Thank you
The expert from M&G was friendly
The expert from M&G was friendly, well informed and frank about the existing state of my finances heading into full retirement. We discussed pros n cons of annuities vs drawdown.
The advisor Marcus gave us informedâŠ
The advisor Marcus gave us informed unbiased information, very knowledgeable
Peace of mind
Completing my pension review with Kim, was very helpful. I felt that she listened to my concerns, reassured me and answered my questions honestly. I would recommend a conversation for anyone who feels unsure
Impressive. Thank you.
I was very impressed with the prompt, professional & well organised response I received to my initial enquiry about reviewing my pensions. Whilst this is only the start of the process my advisor seems thorough, very knowledgeable & extremely well organised. Thank you.
Received a quick and professionalâŠ
Received a quick and professional service from M&G Wealth; spoke to a super advisor called Sam, who answered my questions and was completely transparent. It took the immediate pressure off me and I will return when it's time to look at a full review in the near future.
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