I first saw Rupert at Bramley Financial Planning, as I was nearing retirement. I had a number of pensions that I wanted to condense. Rupert spent his time analysing these pensions, to check there were no shocks, such as guarantees. We then went over what my options were for income in my retirement, and how best the pension was to be invested. Rupert was very thorough and a delight to deal with. We spoke regularly during the first months of my retirement, and I know he will always be at the end of the phone for me.
I was about to go through a divorce, and Rupert helped me engage with other professionals that were very helpful. With the Solicitor and Rupert, I found this time much easier than it could have been. We have met regularly, and my financial plan has changed many times over the years, given my changes in circumstances. Rupert has been very patient with me. I have recommended Rupert and Bramley Financial Planning to friends.
Rupert’s move to Smithbrook Kilns recently has made it very easy for me to see him from my home in Bramley. We normally meet twice a year. Rupert helped me with a Final Salary pension I had with my previous employment. My health has been poor, I am divorced and I also wanted to retire early. Rupert took a lot of time to look at the options available to me. The decisions have given me far more freedom and a great understanding of my pension and finances. I find Rupert very easy to talk to and straight talking.