Giliker Flynn are the leading company for pension advice in Stoke on Trent, but don’t take our word for it, here’s some testimonials from our clients.
Frances fully reviewed my existing drawdown pension and made recommendations on how to proceed with the pension as it was no longer suitable for me. She offered clear advice that was easy for me to understand and made me aware of all of my options, including the advantages and disadvantages of each option.
Frances had fully researched my situation and made it her priority to find me a pension that was suitable for me. She took note of the current poor annuity rates and found me a specialist product that potentially increase my income in the future. I was very happy with the service that I received.
Dave Mason – Trentham
Christopher Flynn – VouchedFor Testimonials
Here is a selection of reviews for our Director and Wealth Planner, Christopher Flynn from VouchedFor –
“I had a sum of money that I wanted to invest to get a better return than the high street banks and I needed someone with more experience.
“Chris considered my current financial situation, discussed what I wanted to achieve and found a product to suit. The full outcome is long term but I’m happy with the products that he suggested.”
“Chris reviewed my pensions and in particular advised how to pull together pensions in preparation for my planned retirement. He also reviewed the risk I was exposed to on some small investments.
“I genuinely can’t think of anything that he could have done better. I was fully involved and kept fully informed throughout the process.”
“Chris explained our options in easy to understand terms and worked with us to make decisions based on our risk rating. Our pensions and investments are currently performing well, and we are happy with the advice from Chris.”
“Chris was a good listener and provided a clear understandable review. He took the time to re-affirm what we discussed and made sure I was totally clear and happy to progress.
“I cannot think of anything. I went for the professional advice I could understand to make an important decision and to be confident in that decision. I got exactly that.”
“I needed advice as to the best means of taking my pension options, now, in order to provide a sizeable income before I reach retirement age. Then, to provide a steady income after that time and finally for my wife-to-be have an adequate income in the event of my death. I also needed a review of my investments.
“Yes the first stage of pension drawdown has taken place and my investments have been transferred to an account more suitable to my attitude to risk.”
“I had an initial assessment with Chris, he got to know me, my circumstances and my requirements. He covered all options and a full explained the processes to me. He kept me informed throughout with updates and timescales.
“Chris was very professional, friendly and knowledgeable. He was genuine, approachable and gave me time to consider my options. Nothing better could have been done and I wouldn’t hesitate to recommend him in the future.”
Frances Giliker – VouchedFor Testimonials
Below is a selection of reviews for Giliker Flynn’s Director and Final Salary Pension Specialist, Frances Giliker from VoucherFor –
“After analysing my portfolio of pensions and determining my current lifestyle, appetite to risk and what I wanted to achieve, Fran advised me accordingly.
“Taking into account that this was a minefield for me and that not everything has come together yet, i.e. still awaiting my government pension, I’m pleased with the way things have turned out.”
“Frances provided clear financial advice, followed by a comprehensive report of her recommendations. She was pleasant, approachable and professional and I would have no hesitation in recommending her.”
“Having been made redundant at 63, I decided to take early retirement and needed advice on my income from my pensions. She gave me advice in a way that was professional and easy to understand.”
“I was looking at moving some pension money and wanted to know if I should invest in a property I owned.
“Her advice was some of the best I’ve ever had, she was honest and to the point explained why I should proceed in the direction she advised and the long-term benefits of my plan. I can’t think of how Frances could have advised me any better.”
“My pension scheme was closing down, and I was given the option to transfer into another scheme, or to opt into transferring myself into a private pension scheme and running it myself through a Financial Advisor.
“Frances was my last Financial advisor I had arranged to meet and to sit down with and discuss my options. Straight away I found the information given to me and pointed out was second to none. While ongoing with the transfer I always found Frances very informative and always quick to respond to any questions I asked her along the way.”
“We are looking to retire early and move to Spain, so we needed to maximise out tax free lump sum and still be able to have the required income at retirement.
“The advice Frances gave us has been excellent. We are very cautious investors, so she was able to show us products that gave us a good income without too high a risk to our capitol.
“Frances has been great very flexible in seeing us at our home out of office hours.”
I found the company through an online site. Despite the fact that I live over 100 miles away from their office, the service that I received was never jeopardised by the long distance between us.
Frances, a Pensions Specialist, offered me advice through the phone and the post. I was given advice in lay mans terms, as I have had no prior experience with Retirement Planning, and she made the situation very pleasant. Frances was able to move an old Company pension that I had in order to find me a better income. The process was hassle free, simple and Frances took care of all of the technicalities.
Giliker Flynn Independent helped me find Life Assurance in order to make sure that my 2 sons are cared for in the event of my death. The process was simple and Church Street were very pleasant and a nice company to work with. I especially liked dealing with lady adviser.
I highly recommend the company
Chris explained the various options and advised on the most pragmatic approach to achieve financial aspirations. The ‘end outcomes’ are a work in progress as these investments have only recently been concluded but the recommendations were understood and I do feel content with the pension advice and products.
Chris has always responded to queries I have had with great alacrity and made an effort to ensure that any queries have been both resolved and conclusions conveyed to me.