Mr Clark, Nottingham

Just a short note to thank you very much for your advice and guidance concerning my pension planning and execution. I am sure without your advice and support I would not have been able to retire at the age of 57, when my original plan was 60. Your clear documentation and explanations have made it very easy for me to understand where I stood financially, and helped me to decide which funds to invest in. Your advice on bringing my various plans all together proved to be a masterstroke. Furthermore, your advice on not transferring a final salary scheme into my portfolio was an even better decision.

So I am now retired, and I promise to send you postcards from every continent I travel to!

Many thanks once again