I would highly recommend William . He assisted me with the long process of realising a healthy transfer value from a previous Employer in the UK and gave me great advice on investment options, which will help grow this value greater than my previous Employers Fund. He was professional, patient and very knowledgeable. Thank you William.

Looking to consolidate multiple UK deferred pensions and gain greater control over the growth of my pension fund, a trusted colleague recommended that I discuss my situation with William. I had previously been approached by a number of firms offering to transfer my UK pensions and not being comfortable with their approaches had become very wary of the topic. William came with an excellent recommendation and I quickly felt at ease speaking with him, mainly as a result of his willingness to provide all of the information I requested. William diligently advised me on the available options, taking considerable time to ensure that I fully understood the benefits and risks associated with each. Once we had an agreed course of action, William effectively managed the establishment of my new fund on my behalf. I am very satisfied with the result. I now have a pension fund that is fully flexible, portable, and under our active control. The new fund provides the enhanced family benefits that I was looking for. I am looking forward to working with William over the years and would happily recommend William as a knowledgeable, conscientious and trusted wealth adviser.

I would highly recommend William . He assisted me with the long process of realising a healthy transfer value from a previous Employer in the UK and gave me great advice on investment options, which will help grow this value greater than my previous Employers Fund. He was professional, patient and very knowledgeable. Thank you William.

Looking to consolidate multiple UK deferred pensions and gain greater control over the growth of my pension fund, a trusted colleague recommended that I discuss my situation with William. I had previously been approached by a number of firms offering to transfer my UK pensions and not being comfortable with their approaches had become very wary of the topic. William came with an excellent recommendation and I quickly felt at ease speaking with him, mainly as a result of his willingness to provide all of the information I requested. William diligently advised me on the available options, taking considerable time to ensure that I fully understood the benefits and risks associated with each. Once we had an agreed course of action, William effectively managed the establishment of my new fund on my behalf. I am very satisfied with the result. I now have a pension fund that is fully flexible, portable, and under our active control. The new fund provides the enhanced family benefits that I was looking for. I am looking forward to working with William over the years and would happily recommend William as a knowledgeable, conscientious and trusted wealth adviser.

I would highly recommend William . He assisted me with the long process of realising a healthy transfer value from a previous Employer in the UK and gave me great advice on investment options, which will help grow this value greater than my previous Employers Fund. He was professional, patient and very knowledgeable. Thank you William.

Looking to consolidate multiple UK deferred pensions and gain greater control over the growth of my pension fund, a trusted colleague recommended that I discuss my situation with William. I had previously been approached by a number of firms offering to transfer my UK pensions and not being comfortable with their approaches had become very wary of the topic. William came with an excellent recommendation and I quickly felt at ease speaking with him, mainly as a result of his willingness to provide all of the information I requested. William diligently advised me on the available options, taking considerable time to ensure that I fully understood the benefits and risks associated with each. Once we had an agreed course of action, William effectively managed the establishment of my new fund on my behalf. I am very satisfied with the result. I now have a pension fund that is fully flexible, portable, and under our active control. The new fund provides the enhanced family benefits that I was looking for. I am looking forward to working with William over the years and would happily recommend William as a knowledgeable, conscientious and trusted wealth adviser.