Joyce and Bernard Haywood, South Coast
In our care since 2019
Strategic and their team have been excellent in helping me move my final salary pension from my company into a SIPP.
The adviser was clear in his explanations of the options, always able to explain my choices jargon free and I never felt there was ever any pressure, total reassurance that the decision was mine. The final pack received, which I used to confirm I wished to proceed was thorough, carefully explained, mathematically clear and, I was walked through the next steps and expected timelines. I am visually impaired, and this was accommodated with no fuss. Documents were scanned for me and made available electronically. The adviser even read text to me, so he was sure I had understood.
Nothing was too much trouble. My employers were slow in undertaking their part of the transaction and again I was kept informed, with the advisor proactively chasing them and keeping me aware of revised timelines, with assurances that previously quoted figures were still honoured.