Victoria

As part of my divorce settlement, I received a proportion of my ex-husband’s pension through a Pension Sharing Order. However, I had concerns about how to manage this along with my personal pension plan.

I have no experience of dealing with pension arrangements, let alone investing, so I was in need of guidance from someone I could trust. Robin assessed my needs and talked me through my objectives. We also discussed my attitude towards taking risks with money and the length of time that my funds would be invested.

Following our conversation and after undertaking research on my behalf, Robin recommended that I transfer my pension plan to a low-cost SIPP. My investments are now managed under a single strategy which offers me better value for money. Robin reviews my investments and circumstances annually and sends me regular updates on the markets and my investments.

Robin’s advice has enabled me to provide security for my family and myself.  I am very happy with the information presented to me and the updates I receive on a regular basis. Robin has provided me with security and peace of mind, which is invaluable.