22nd July 2015
Alan Porter, a 56 year old BT employee from Walsall attended a retirement planning seminar at his workplace.
After the seminar, Alan requested to meet with a my wealth Adviser to discuss his options regarding his pension. As a result, he met with Roger Yardy who clearly described the different options available to him, taking the time to explain it all. Therefore, because he felt comfortable with this approach, Alan decided to appoint my wealth.
He commented, “I found my investment planning report very detailed, yet easy to understand. I like that the service allows me to access all the information about my investments online.” Now that my wealth is managing Alan’s investments, he is hoping to see a good outcome following on from the excellent service that he has already received.
Alan is so pleased with the service that he has since recommended it to his colleagues.