Testimonials


“For quite some years now I have had on the dreaded “to do list” the task of bringing my British pensions to NZ.  However the task was relegated to the “too hard” basket due to the quagmire of red tape, decisions and jargon one is faced with when not ‘qualified” in the industry.  It is all too easy to think one has understood the small print only to find there was a better option.  Then per chance I met Ian Jordan, who allayed all my fears, discussed with me my many options, interpreted the jargon, talked to me like an intelligent person, not deafening me with financial speak, and lo and behold the pensions were transferred with no pain.  I feel like I have made a friend in Ian and now trust him with all my financial investment concerns”.
Helen – (Origin – Swansea South Wales)

“The whole process of transferring my UK pension scheme was a smooth process and was completed efficiently and with my complete understanding. I found Ian to be very thoughtful, polite and a very helpful Financial Adviser in all my dealings with him and I would have no hesitation in recommending him.”

Tim – (Origin – Bristol England)

“Dealing with your company to transfer my pension has been a completely stress free experience from start to finish. Excellent service from Ian, and  I will certainly recommend you to any of my friends and colleagues who need help with transferring their UK pensions. Many thanks”.

Yvonne – (Origin – Bristol England)

” It was a real pleasure to deal with a Financial Adviser who fully understands and recognises their client needs and, operates in a consummate professional manner providing unbiasied and comprehensive advice. Thanks Ian.”

Brent – (Origin – Wakefield England)

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