In our experience, we’ve found that all clients have very specific needs. However, over the years we’ve developed a particular expertise for helping certain types of clients. They may be professionals at the start of their retirement planning, early in their retirement or well into retirement. Some clients, such as young professional footballers and business owners have very unique requirements.
I met Jason Ricketts some 15 years ago when he managed to put all my employment pensions together. My pension now works far more efficiently and performs very well. I would recommend him and his team to anyone.
I have been working with John for over 15 years. Working within the Reassurance Industry keeps me incurably busy, but John is able to work around these commitments to ensure I am regularly updated on my financial plans.
At the outset John completed a full review of my financial circumstances while I was working offshore, putting forward a recommendation based on my plans to retire in the UK. The service he provides is excellent and one that I have come to rely on.
I have found them extremely helpful, competent and professional and key for me, patient and willing to listen. They explain things clearly and will take the time to analyse and discuss the options. Not being tied to any particular product they include a diverse range of options, but a clear rationale for their recommended choice.
I’ve been working with John for 30 years. During that time, I have had children, moved to a new house, job and country several times. At every stage, I’ve had someone to help me think through my personal ambitions and lifestyle choices and to identify the best investment opportunities.
One day an article about my old company caught my attention and I read in horror about a potential issue with its pension fund. After discussing my concerns, Jason found a solution which took into account my current status as a resident in Spain and, more importantly, my need to secure the pension that I had worked so hard for.
Placing your financial future in anyone’s hands is a major decision and is ultimately underpinned by trust. I liked John’s understated sense of experience, solid track-record and the clear depth of market knowledge that was evident. No sales pitch and no fast talk! Regular check-ins have provided reassurance and updates to the investment portfolio have made all the difference.
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