Client feedback


The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.
We have realised the benefit of having and independent trustee. Claire sees what general practice is like, so is able to guide us.
Anthony Bowen,
Colart Fine Art & Graphics
Clare Owen has been a really excellent scheme secretary
Gillian and Curtis provide an excellent service to the trustees. They are approachable and possess a huge amount of knowledge. Everything appears to work smoothly which I am sure is due to the immense amount of work they do in the background to ensure all paperwork is available and up to date.
Ian Woods,
KGPT trustees
Very responsive to any queries we have and proactive in managing our scheme to the best. Very happy with the support we are getting.
Caroline Rand ,
Historic Royal Palaces
Highly informative. Having leading professionals deliver the TKU course really adds value.
Jonathan Williams ,
Bangor University

Small scheme investment

Topic:

Funding & investment

Date published:

Thursday, 23 May 2019

This case study looks at how we helped a client take control of its advisers and investment strategy resulting in many benefits for this small DB scheme.

 

Read here

 

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