"I had my Personal Pension Review with…David Bagley"

I had my Personal Pension Review with David Bagley.
Extremely knowledgeable, helpful to my personal requirements now and for the long term.
I feel very confident with David and would highly recommend him.

"Excellent service"

Luke has been consistently polite, attentive, knowledgeable and prompt with communication and explanations over the many years that he has been supporting me with my financial plannng. Thank you Luke.

"Professional Annual Pension Report from Luke"

Luke has provided me with a clear and concise annual report on my pension. He is professional, well-spoken and explains clearly any answers to questions I have had.
I feel that Luke provides extensive service in a friendly manner.
It's a pleasure doing business with him.
Thank you, Luke

"Very knowledgeable"

Very knowledgeable, smart and knows his stuff

"Like my financial advisor was very good…"

Like my financial advisor was very good explaining everything to me and after we finished I was very satisfied that I was doing the right thing.

"Great professional service from Luke"

I have a regular annual report of my accounts, Luke is very professional, knowledgable and patient. No detail is left unturned and no question is unanswered. Great service all round. I could call him at any time if I needed to and not feel like I was a burden, I feel like a valued customer.
Andy.

"Luke was proffesional throughout"

Luke was proffesional throughout. Explaining everything in detail and none of my stupid questions were treated as such. Nothing felt rushed and I felt like I was his only customer. I'm probably not.

"David Bagley provides me with a yearly…"

David Bagley provides me with a yearly update on my pension scheme.

Punctual, conscientious, very knowledgeable of the market products out there. David has a good interpersonal skills to ensure I’m at ease talking about finances, the pattern of the pension market in-year and against previous performances…, and the reasons for it.

Highly recommended
Emmanuel

"Professional"

Personable, providing clear, easy to understand advise. Focussed not only on today but also has in mind future needs.

"Very clear and great explanation about…"

Very clear and great explanation about my pension how to go forward