Meet Ian Witcombe, Surrey

At a time in life when you need certainty, having sound and dependable financial advice is essential. As I approached semi-retirement, I needed to ensure that I had the right structure in place for my pensions and investments.

Sue Michalczyk provided excellent advice and options, helping me think through what each meant with the pros and cons. The information was always clear and easy-to-understand. Sue was also extremely easy to talk with and no question was considered silly. It made making decisions so much easier and I believe that I have in place the right mix of products to help me achieve my aim.

Since receiving the advice and making the agreed changes, I feel so much more confident that I can focus on other areas of life, knowing that the finances are in a good place.