Reviews of Pension Transfer Specialist. (Financial Consultant) in Leeds (West Yorkshire).

Pension Transfer Specialist

12 Reviews

9 Comments

Financial Consultant

Financial planner

1st Floor, Titan House, 13 Station Rd, Horsforth, Leeds LS18 5PA

Description

Information of Pension Transfer Specialist, Financial Consultant in Leeds (West Yorkshire)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Pension Transfer Specialist

Reviews of Pension Transfer Specialist

T.

I came to Arthur Browns Wealth Management after being turned down twice with two other transfer specialists, Phillips guidance though an extremely arduous procedure, coupled with his professionalism and tenacity in dealing with my “less than helpful” final salary pension provider has achieved what was looking like the impossible. It is without any hesitation l give Phillip 5 stars for the service he has provided.

W. A.

I retired early at the age of 55 last year, there was a lot of talk at work about the benefits and risks of leaving a final salary pension scheme. I needed to get some professional advice, and I was given Phil Handley’s details by a colleague at work. I met with Phil and discussed what I wanted to do with my pension. After researching the industry, he advised on a scheme that was similar to the one I had been looking at, only this scheme was better. He sent me a bespoke report, with his analysis, which showed the best scheme that would fit with my needs. I decided to transfer my company pension into a low risk investment drawdown scheme. Phil is very professional and explains everything in minor detail, there are no up-front fees and he is very thorough in making sure you are in full control of your decisions through his advice. It’s one of the best decisions of my life, I can now plan and manage my pension to suit my needs Phil is a genuine good guy and would definitively recommend him to anyone seeking similar advice on one of the most important decisions of your life. I am still able to call on him with any questions I might have about my scheme and he is happy to help. I have already recommended him to other colleagues at work and friends who are seeking similar advice Dean E

M. W.

Was very unsure about the process of transferring my pension. Went to see Phil and he explained the process which removed any doubts that I had. Would recommend to anybody who is thinking of transferring. Myself and 2 colleagues transferred at the same time and since then Phil has helped several more colleagues. The fees are reasonable too. No hesitation in recommending Phil.

J. E.

Right from the outset , Phil Hanley put us at ease and filled us with confidence that We required . He was always on hand to help us when ever we needed information or advice . It really couldn’t have been easier . Overall it was a very easy process, I just wish I had sought out the services of Smith Robinson Ltd sooner .

T. A.

Phil advised me when I decided to opt out of my final salary pension. I found his advice to be invaluable and Phil dealt with the processes involved in an efficient and professional way .

D. M.

I have no hesitation in recommending Phil. Very fast, very efficient and very professional.

C. H.

K. M.

c. l.

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