Corporate pensions advice and management

"I would highly recommend Danielle to review your savings and investments. My husband and I both had a string of corporate pensions we have collected over our professional career, and I always amalgamated them when we moved employer, to keep the portfolio tidy."

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Corporate pensions advice and management

"I would highly recommend Danielle to review your savings and investments. My husband and I both had a string of corporate pensions we have collected over our professional career, and I always amalgamated them when we moved employer, to keep the portfolio tidy. I trusted that the pension providers of the 'big investment houses' that we have worked with over the years would look after one of our biggest investments but on reflection, the losses on the portfolios that were in the thousands, it was clearly not the case. Danielle kindly reviewed both pension portfolios, without any obligation and gave us other options to consider. Danielle was patient and informative and more importantly open and honest about the risks and costs etc associated so we could make an informed decision. After a few meetings, we transferred the entire portfolio over to St. James's Place. Since then we have seen a good healthy growth on our St. James's Place portfolios, Danielle keeps us up to date and we have been very pleased with the switch. I would recommend you to review any of your portfolios and/or savings with Danielle because I would bet she can help you too."

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.

D Harrison-Jarrett, Self Employed Utility Broker

Location:
Kent
Service / Advice:
Corporate

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