Before joining Investment Sense, I worked in financial services for a large life insurance company and a SIPP provider in administrative roles for many years.
I support our financial planners with all administrative tasks behind the scenes, which includes answering the phone, dealing with providers, gathering information and processing new business.
When I am not working, you will find me either in the gym or wandering around with my camera in hand in Derbyshire or searching for waterfalls in Yorkshire.
Bev was amazing; she talked me through all of my options and sorted everything out. It was a wonderful day when I asked her “Could I retire now?” and the answer was “Yes!
We really appreciated how Bev took the time to understand our approach to risk. She gave us the information we needed to make informed decisions about our money.
Bev is comprehensive without being over-whelming. Ultimately, Bev removed the worry of making decisions that we wouldn’t have otherwise considered, and we are very grateful for that.
I feel much more in control of my own situation and I know I’m being taken care of. I would highly recommend Investment Sense to anyone. So much so, I started my own company a year ago and have asked Sarah for further guidance.
When we were looking to purchase a commercial property via our pension fund, we were struggling to see a clear pathway through the process, Sarah’s expertise ensured the process was explained clearly and gave us confidence when discussing with lenders and the SIPP provider.
Sarah has been our IFA for almost 10 years now, and has been absolutely superb in helping us financially through the process of retirement - always as helpful as we could possibly ask. Any assignment we give her is completed efficiently, and easy to understand.
Sarah has provided an excellent service to us, our family and friends. Her advice is carefully considered and her recommendations are tailored to fit the individual requirements.
I have been with Investment Sense for the past ten years. During that time I have been given excellent guidance and advise on Pensions and investments by Sarah and her team. Their friendly family sense has helped me with my ‘no idea of what to do’. I look forward to using their services for many more years to come.