Jeff Green,
In our care since
I had the pleasure of working with Charlotte Evrard and Daniel Wentworth in transferring a UKpension to my QROPS approved SMSF. Charlotte offered the highest standard of advice and attentive service and is a credit to the company. Daniel followed through with the transfer ensuring I was kept informed at all time as the progress - as it can be a lengthy process. I would recommend this team for their exceptional service, integrity and attention to detail. Great work guys. Thank you.