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Sympathetic advice that met our needs

My wife and I instigated a meeting with Christian Strangward primarily to discuss my forthcoming retirement and the various options regarding purchasing a private pension annuity. We then extended this to a complete review of our modest investments and my wife's private pension plan. Christian very quickly assimilated our requirements and was very sympathetic to our ethical, environmental views and our attitude to financial risk. He was able to isolate a number of areas which could be improved and explained the various options very clearly. We had one further meeting to discuss and implement his suggestions and these were then dealt with very efficiently and professionally. Since then we have been able to contact him by phone or email and any queries or concerns were immediately addressed. We feel confident in Christian's expertise and appreciate his very friendly and caring approach.

Mr J Reeman, Lytham St Annes - October 2011