We have helped hundreds of clients throughout Yorkshire realise their financial goals using our advice.
Having been offered a bonus to transfer out of my frozen company pension, I took the opportunity to have QED undertake a full review of my pension arrangements.
Mark Sanderson conducted a full review of all my pensions, investments and savings, which were scattered around in small pots and advised consolidating them into one scheme. We looked at my attitude to risk and my plans pre and post retirement and transferred into a single, easy-to-manage portfolio.
Mark guided me through the process, which was tricky, as there were deadlines to meet, but QED met all the necessary dates and my pension is now in a safe place that enables me to track its progress as often as I like.
Highly recommended.Heidi Dawson