I contacted Jon to discuss my pension, as at the time I had funds in several schemes due to my long employment history. Jon was able to provide honest, sound and professional advice on how best to consolidate these funds, making them easier to manage but more importantly giving them a better overall financial return and performance.
Jon explained in layman’s terms each step of the transition and consolidation process, and since the implementation he has provided regular top-line and detailed fund performance data, plus a face to face annual review.
I would certainly recommend and my thanks again to Jon and his ‘behind the scenes’ team.
