Client feedback


Alex has helped in our dealings with other advisers using his experience of other schemes.
Angela Clayton ,
Accent Group
​We are extremely pleased with the appointment we made. The way Ian reacts to us and works with us is brilliant. We are very happy.
Katherine Cross,
Tyser
Alex is the first professional trustee we have had and has revolutionised the way they look at things - helped above and beyond.
Angela Clayton,
Accent Group
Professional and forthcoming with support.
Martin Crees ,
Rabobank
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
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

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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