“As we move towards retirement, I felt it was time to review my pension and our investments. Amit is very professional and listened to the joint goals we possess. He laid out, in a clear and precise manner, the options available to us to continue enjoy our lifestyle later in retirement.
Amit presented his recommendations on which we were happy to proceed and at no time did we feel pressurised. I have taken Amit’s advice and am confident that over time our goals will be met. Both of our pensions and investments have been moved in line with Amit’s recommendations and I am sure over time we will see the results. We’re confident Amit couldn’t do more to help us.”
To start your journey with Expert IFP, all you need to do is reach out to us and we will assess how we may be able to help. We ask that you complete the simple form below noting what specifically you are looking for help/guidance on and what your main objectives are. We’ll take it from there.