“My wife and I were both considering early retirement within a 2 year time frame. We knew that pensions were a complex issue with numerous options. As I would be on a final salary scheme we concluded that we needed specialist financial advice.
My employer pointed us in the direction of three IFA’s but quite honestly none of them really impressed us. We felt the process to be rushed and impersonal; they just seemed to want our money. Trust is very important to me and I don’t take people on face value.
Then we were recommended to meet with Gary and quite honestly his approach stood out a mile. Gary really wanted to get to know us and what we wanted. He invested an inordinate amount of time, over several meetings, to understand what our priorities were. He wasn’t at all pushy, unlike the other people we had seen. It was initially a risk for him as there was no guarantee that he would gain us as clients.
I was particularly interested in the aspects of Legacy Planning and Gary explained the options available to us, particularly with regard to minimising tax. There’s a lot of detail to absorb but Gary presented it in a very professional manner that made it easy for us to understand.
Our conclusion was that Gary’s service at AMG is a ‘ball park’ better than the others and we have no hesitation in recommending him”.