I am writing to you to highlight the excellent service I received from Jonathan Mullett in matters relating to the transfer of my pension.
The transfer proved to be quite complex at times and not everything went to plan but Jonathan was there to provide prompt and efficient assistance at every stage.
As I mentioned not everything went to plan, but I think what differentiated CW was the way it communicated problems as they arose which allowed us to take the necessary action in a timely manner.
Based upon the my overall experience with both Jonathan and Andy, I have recommended CW’s services to a colleague.”
I was aware of the pension freedom rules and the ability to transfer my final salary pension if I chose, but was not sure if it would be the correct course of action for me. David was able to gather relevant scheme information, and talk me through the pro’s and con’s of my different options after the very comprehensive analysis was completed. He was able to answer all my questions and show how my pension options could tie in with my other financial plans – for example to allow me to clear my mortgage by the time I am 55. I felt he took the time to fully understand my circumstances and aims, so at the end of the process I was confident in taking his advice.”