A Personal Approach that Replaces Risk with Reassurance

When Ms Thomas was told that her divorce settlement included a share of her ex-husband’s pension, she wasn’t sure where to turn: “Not being very financially aware, I felt I was wading through mud. Having recently gone through a divorce, it was essential that I found someone I could trust and rely on to safeguard my future pension.”

It was a Reading mortgage broker who recommended Macbeth Financial Services to Ms Thomas. She recalls how her initial apprehension quickly evaporated when she spoke to the company’s Managing Director, Simon Claxton: “At first I was concerned that I wasn’t the right type of client for Macbeth. However, Simon soon reassured me and went through everything in detail.”

An Independent Financial Adviser for 32 years, Simon has worked with many people who feel out of their depth when it comes to reviewing their finances: “Moving Ms Thomas’ share of the pension from her husband’s company scheme meant finding a new provider. This can be a daunting task for anyone without a background in finance – so my first priority was to put Ms Thomas’ mind at rest and make her feel comfortable.”

Macbeth’s solution

With access to the whole pensions market, Simon was able to explore a range of options before recommending a new provider with a portfolio of funds that suit Ms Thomas’ circumstances and her attitude towards risk.

Simon’s methodical approach gave Ms Thomas confidence that she’d made the right choice: “I feel assured that Simon has given me the best advice possible. He has carefully looked into all options on my behalf and found the best-case scenario for me. It has left me feeling that the investment is safe and risk averse, which is what I wanted.”

Success without the stress

Financial planning can be a complex and confusing process. Putting clients at ease is one of Simon’s strengths, as Ms Thomas can testify: “I found Simon very helpful and personable. He never placed any pressure on me. But he quickly and efficiently took away a lot of the stress and hassle I would have had to go through if I had sorted this myself or gone with a less experienced advisor.”

 

For more information surrounding pensions contact Simon Claxton on 0118 9235 090 or simon.claxton@macbeths.co.uk

 

Author: Kate Langford | January 13th, 2017

Contact the author

Kate Langford
Get in touch:   Reading: 0118 916 5480   London: 020 7036 8767   info@macbeths.co.uk