SUE – SURREY (CLIENT)

SUE – SURREY (CLIENT)
April 30, 2018 somervillefs

Since my husband died a year ago Somerville Financial Services Ltd has been responsible for setting up and managing my Self Invested Personal Pension. Throughout the whole process and since, the financial advisors have been open, honest and transparent in discussions with me, advising me on the best pension and the implications of my decisions, making recommendations and offering excellent advice.

I have found them to be highly professional, taking time to explain the process and the possible outcomes in an understanding, efficient and sensitive manner. The written documents provided by the Somerville have been clear, free of jargon and suitable for my requirements, often providing additional advice and assistance when I needed it.