David got in touch and set up a zoom meeting.

A discussion surrounding pensions was the order of the day and David explained the ins and outs to me in a comprehensive yet simple manner. His presentation was well structured with points and areas of discussion flowing naturally and complimenting each other. Being new to pensions/tax implications I had many queries which David took the time to answer in an affable manner, at times spring boarding from that to delve further into his presentation/explanation.

In short I was left with a feeling of confidence in David’s abilities/knowledge and will be engaging with him as regards looking after our finances. Further, we will be trusting him with our son’s college fund.

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