Allie has the expertise and knowledge to listen to what you you want from your pension pot. Then she will put forward several options and ask you to decide which one or more than one, you feel is right for you. She then explains each in great detail so that you can reconsider or go with your first option. Each option is carefully formatted so as to be understood by anyone whether extremely well educated or like me a school leaver at fifteen. You are able to make an informed decision by using Allie’s guidance and opinion but without being channelled down one road or the other. After exploring all the options there will be one that is best suited to you and usually that is the one that is arrived at eventually.

Roger, Cheshire – May 2014