Start the Conversation

  • advice@sheratonfp.co.uk
  • 01329 277660

I was looking to cash in two defined contribution funds and had deferred doing so until the changes came into force in April 2015. Everyone said take advice from a Financial Adviser, so I did with three independent advisers. Jason was the one I went with after seeing all three. He did a complete review on all of my options and we eventually decided which option would suit me best. All is proceeding nicely we are just waiting for my fund providers to transfer the money to the new provider. Jason listened to what my requirements were and tailored his forecasts accordingly.

D Walton