Address: 190 Roberttown Lane, Liversedge, West Yorkshire, WF15 7LF
Landline: 0333 45...
Testimonials are curated by Utopia Group Ltd Independent Financial Planners and are not independently reviewed or verified.
"I had a number of different company pension which I wanted to amalgamate from the past 26 years and to gain advice on my retirement options from this amlgamation. I chose Darron after considering 2 other advisors. Darron was very competent and prompt when dealing with all of my enquiries. He gave clear advice backed up bt scientific research questionaires and was far more through than the other two I chose to discuss my options with. He has been working with me since October 2015 to arrange transfer of all funds, which given the complexity of the issues it went extremely smoothly. He is supported by a very efficient office team to ensure smooth transitions. I have recomended Darron to my close family and friends based on the excellent service I have received."
Sue, West Yorkshire on 4 January 2016
"I had several disparate pension schemes that needed to be organised so that I could understand their respective values. Ray managed the aggregation of all the pension elements into a single pot that enabled me to know exactly how much was available. Thanks to Ray's efforts I now know what monies are accumulated and what I can expect in pension terms. I cannot think of anything that Ray could have done better to help me organize my finances."
Martin, North Yorkshire on 30 October 2015