Whether it is setting up a small self administered pension scheme (SSAS), acting as Pension Fund Trustees, providing independent financial advice or any combination of all 3 of our core skills, our clients come to us because they’ve heard good things about us. But they only stay with us – and give us positive testimonials – if we do a good job.
Thankfully, most of our clients are long-term clients and you can read a few ‘Pensions Management Testimonials’ from some of them here. They are all genuine, but we’ve changed their names to protect their identities. If you would like to talk to any of them, just contact us and we’ll happily put you in touch.
On retirement, I had a mixture of personal pensions, the remains of a final salary pension scheme and a pension fund pot from a Group Money Purchase Scheme. I was uncertain as to what I needed to do and how to go about doing it, which led me to turn to Gay Nebel at PML for honest advice and guidance. PML sorted out my complex pension arrangements.
PML always puts my interests first. Being a fairly cynical type, I have not always found it easy to be convinced that the pension adviser I am talking to for advice and guidance is genuinely prepared to put my interests before his own potential earnings from commission!
Gay Nebel at PML has been my pension adviser for many years. Initially she was my adviser when my fund was with another company. When she moved to PML, I moved my fund there as I wanted Gay to continue to look after it. PML are helpful, approachable and knowledgeable.
Our experiences with PML have always been positive and we have the utmost confidence in all the services they provide. In particular, we have always enjoyed a close relationship with Gay Nebel, who first looked after us whilst working at another organisation, so it was the natural thing for us to do, to keep our business with her when she moved to PML. We have recommended PML’s services to several friends.
PML set up our SSAS in 1998 and has looked after us ever since. The relationship started when our accountant suggested to my business partner and me that we should consider using an independent financial adviser to best place the monies in our pension plans rather than leave them with one large international insurance company.