Your finances are extremely important and we are always available to meet, advise and make any changes.
Our highly experienced advisers, offer transparent advice with a personal approach. Integrity is always at the forefront of our advice.
We make strategic recommendations that are driven only by informed insight into every aspect of your accumulated wealth.
Our structured advice process is designed to help our clients make informed decisions and avoid costly errors. We believe in helping people to overcome their financial challenges and to explore their opportunities.
The overriding aim is to establish and maintain trusting and mutually beneficial relationships over the longer term.
Our structured advice process is designed to help our clients make informed decisions and avoid costly errors. We believe in helping people to overcome their financial challenges and to explore their opportunities.
The overriding aim is to establish and maintain trusting and mutually beneficial relationships over the longer term.
In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
Alex is very knowledgeable about his topic, he takes the time to patiently explain what any possible pension/investment changes mean and that you as a potential client/client understand everything. He is very responsive to requests at any time; however, his biggest strength for me was that he does not come across as a “pushy” sales person and really goes to great lengths to ensure that the client (in this case me) is happy with everything before committing.
I met Ian a few years ago in lieu of moving my UK pensions in the alternative funds and administration on the back of Brexit. Ian comes across as honest and forthright with good ideas, timely responses and a high degree of personal service which make everything move along smoothly. I can recommend Ian in regard to all things concerning personal savings and pension.
Alex showed great patience and diligence in moving my pensions into one consolidated pot and took care to explain the process throughout. I would highly recommend Alex to anyone.
Ian helped me find my UK pensions from my previous employment in the UK which was several years ago. I had lost track on what pensions I had accumulated, but Ian was able to locate these for me and then provided help to move these into a more suitable scheme. I now have peace of mind about where my pension is and I am very happy to continue to work with Ian. I would highly recommend him as a knowledgeable individual to work with.
Alex has recently guided me through the hoops necessary to release my final salary pension. Alex is very professional, knowledgeable, and realistic in his approach to business, and provided the platform of knowledge and options that I needed to see in order to make the right decisions. If you are considering transferring out your company pension, this is the man to see!
Having left the UK several years ago, Ian helped me move all my UK pensions to a more international set up. I have been working with Ian for several years now. His financial advice and efficient approach has been greatly appreciated. I have always been happy with the service he has provided and I would highly recommend him to others who may require advice on what to do with their UK pensions.
Alex has very helpfully supported me in sorting out my UK pension. Being an expat living in the Netherlands, I wasn’t fully aware of the implications of staying in my previous scheme and of the choices I had available to me. After being recommended by a colleague, Alex worked with me to explore the various options in a clear and professional way and, once I had made my choice, guided me through the necessary processes. I find Alex to be a very proactive, responsible and client focused advisor and I look forward to continuing to work with him in the future.
I met Ian several years ago in my home city after I had left working in the UK. Ian helped me consolidate my pensions into a scheme which was suitable for my own personal circumstances. Everything has worked out well and I am very happy to recommend Ian. He is always professional and on hand to help with anything that arises.
Alex has helped me to sort out my UK pension. I appreciate his knowledge and advice in navigating a territory previously unknown to me. I hope the investments we chose will be as good!
Since I no longer work in the UK, Ian helped me move all my UK pensions to a more suitable set up. I have been working with Ian for 4 years now and I have always been super happy with the service he has provided. I am more than happy to recommend him to others who may require advice on what to do with their UK pensions.
Having worked with Alex Savitt over the past year, I have been extremely impressed by Alex how he’s ensured that all my UK-based pensions were moved into a QROPS by the end of 2018. This was a very time-consuming process, involving lots of form-filling, frequent contacts with my previous pension providers regarding the cash transfers, as well as regular meetings with his client (i.e. myself), all of which were handled by Alex in a high-quality manner. With my QROPS now fully operational, I can definitely recommend Alex to others for his level of service and expertise in this complex area.
I have been working with Ian for several years now. He has always provided me with sound financial advice and I have been happy with the investments we have made together. Ian is always available whenever I need him and is a professional in his field. I can highly recommend Ian and his team.
Alex is very knowledgeable about his topic, he takes the time to patiently explain what any possible pension/investment changes mean and that you as a potential client/client understand everything. He is very responsive to requests at any time; however, his biggest strength for me was that he does not come across as a “pushy” sales person and really goes to great lengths to ensure that the client (in this case me) is happy with everything before committing.
I met Ian a few years ago in lieu of moving my UK pensions in the alternative funds and administration on the back of Brexit. Ian comes across as honest and forthright with good ideas, timely responses and a high degree of personal service which make everything move along smoothly. I can recommend Ian in regard to all things concerning personal savings and pension.
Alex showed great patience and diligence in moving my pensions into one consolidated pot and took care to explain the process throughout. I would highly recommend Alex to anyone.
Ian helped me find my UK pensions from my previous employment in the UK which was several years ago. I had lost track on what pensions I had accumulated, but Ian was able to locate these for me and then provided help to move these into a more suitable scheme. I now have peace of mind about where my pension is and I am very happy to continue to work with Ian. I would highly recommend him as a knowledgeable individual to work with.
Alex has recently guided me through the hoops necessary to release my final salary pension. Alex is very professional, knowledgeable, and realistic in his approach to business, and provided the platform of knowledge and options that I needed to see in order to make the right decisions. If you are considering transferring out your company pension, this is the man to see!
Having left the UK several years ago, Ian helped me move all my UK pensions to a more international set up. I have been working with Ian for several years now. His financial advice and efficient approach has been greatly appreciated. I have always been happy with the service he has provided and I would highly recommend him to others who may require advice on what to do with their UK pensions.
Alex has very helpfully supported me in sorting out my UK pension. Being an expat living in the Netherlands, I wasn’t fully aware of the implications of staying in my previous scheme and of the choices I had available to me. After being recommended by a colleague, Alex worked with me to explore the various options in a clear and professional way and, once I had made my choice, guided me through the necessary processes. I find Alex to be a very proactive, responsible and client focused advisor and I look forward to continuing to work with him in the future.
I met Ian several years ago in my home city after I had left working in the UK. Ian helped me consolidate my pensions into a scheme which was suitable for my own personal circumstances. Everything has worked out well and I am very happy to recommend Ian. He is always professional and on hand to help with anything that arises.
Alex has helped me to sort out my UK pension. I appreciate his knowledge and advice in navigating a territory previously unknown to me. I hope the investments we chose will be as good!
Since I no longer work in the UK, Ian helped me move all my UK pensions to a more suitable set up. I have been working with Ian for 4 years now and I have always been super happy with the service he has provided. I am more than happy to recommend him to others who may require advice on what to do with their UK pensions.
Having worked with Alex Savitt over the past year, I have been extremely impressed by Alex how he’s ensured that all my UK-based pensions were moved into a QROPS by the end of 2018. This was a very time-consuming process, involving lots of form-filling, frequent contacts with my previous pension providers regarding the cash transfers, as well as regular meetings with his client (i.e. myself), all of which were handled by Alex in a high-quality manner. With my QROPS now fully operational, I can definitely recommend Alex to others for his level of service and expertise in this complex area.
I have been working with Ian for several years now. He has always provided me with sound financial advice and I have been happy with the investments we have made together. Ian is always available whenever I need him and is a professional in his field. I can highly recommend Ian and his team.
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