"Great advice "

Charles is knowledgeable, friendly, guided me the through the process and did exactly what we agreed in a time manner. My pension is definitely in better shape following his advice!

"Georgia explained everything clearly…"

Georgia explained everything clearly and kept me up to date with her communication with my pension providers.
Service was relaxed and not pushy. Through discussion with Gergia and her research I am happy that I have made the right decisions regards my finances.

I would recommend PLS.

"Advice given has simplified my finances…"

Advice given has simplified my finances and I feel confident in the arrangements. Friendly team and they always have time for you.

"Pension advice"

I contacted Charles for advice about two existing personal pensions that I wanted to make changes to and move to another provider. Charles explained all of my options clearly, made the transition to the new provider smooth and efficient and kept me informed every step of the way. I highly recommend Charles and the team for any financial advice you may need and I will use their services again in the future.

"Extremely knowledgeable and made easy to understand "

Extremely knowledgeable, listened and advised accordingly. Options were given to consider and discuss. Help with making the right decision for me. My investments and needs were dealt with great care and attention and made simple for me to understand. Highly recommended!

"excellent financial services"

From start to finish they were extremely helpful, kind & very professional. I was guided through the process of setting up annuity-which seemed a nightmare to me- but they did it all with ease & were very patient! I would highly recommend them. The whole team were fantastic.

"A financial adviser not a salesman in disguise"

I wish I'd met this financial adviser when I was setting up my pensions. He actually focussed on my issue and the outcome I was seeking, not on what he might be able to sell me. He clarified the issues, gave useful advice and pointers. Thought out loud with me and gave me the benefit of his knowledge.
Greatly appreciated; would certainly return.