With the pending arrival of retirement a few years ago I need to compress a number of small pension schemes from different providers into a single scheme with a good return. Chris and his colleagues where able to identify a single provider with a drawdown option which suited my aspirations for my retirement years. Chris was also take on much of the paperwork burden needed to simplify my financial affairs.

Some years ago on changing my employer I withdrew a work pension/lump sum from my local government scheme. I wished to invest this money and had no real clue as to how to go about it. After reading reviews of Chris and his service I decided to choose him and was very happy with the service and advice I received at that initial stage. Since then any advice I have sought has been responded to and my investment and attitude to it, reviewed on a regular basis to ensure I receive the best advice and guidance in respect of it. I find Chris very approachable and feel comfortable in making contact if I have any query. When I have done so, Chris has been helpful and has explained things clearly; this is very important to me as otherwise I would be somewhat lost in the world of finance.

I needed someone to advise me on investing my funds when I retired. Chris found the best strategy for long and short term investments that has met my current needs. He has also taken into account my feelings to financial risk taking and advised accordingly. Chris met all my requirements and has set my mind at ease that my investments are being looked after.

I have been so happy with the advice Chris has given me over the years I’ve been a customer of his. He continues keep me informed with monthly communications keeping me informed of the wider financial market and look after my investments enabling me to grow mine and not only live comfortably but also with the sound investments he’s made on my behalf I’ve been able to help my children out as well. I’m very happy with both the service and the results Chris provides.

I am nearing retirement age and had a number of different pensions which were not being actively managed. Chris Lunt has advised me on my options for retirement and arranged a transfer of my poorest performing pension into my managed pension. I have been very pleased with all aspects of their service.

He has helped me ensure the inheritance was suitably invested in a tax efficient way to achieve a consistent return better than we could have achieved ourselves at the right level of risk. He also helped me consolidate my various pensions and manage my income over the last few years as I have entered retirement. He has also given me and my wife confidence our investments are going to be able to support us through retirement.

I was getting close retirement age and had decisions to make on how my retirement would be funded to a comfortable level. I sought reviews on who would give me the best advice & help. Chris helped me track down old pension funds & consolidate them into one fund & offered advice on the best pension provider to place my funds with. His advice was very helpful & unbiased and proved invaluable. The outcome for me was exactly what I required and have been more than happy with the service Chris has given.

Chris gave me advice on investment and future financial planning. He regularly updates me on investment and market performance and outlines in clear, simple terms impacts of world events on financial markets. I appreciate the effort and way Chris breaks down complicated issues into understandable, jargon free explanations.

We retired back in 2014 and wanted to ensure that our pensions and savings are protected in the best possible way. Chris Lunt has been a great help in steering us in the right direction regarding pensions, savings, life insurances and our joint will. We are very pleased with the outcome to date.

We needed advice as my husband had been made redundant 12 months before he was due to retire. We had no idea how to manage his redundancy package & his forthcoming pension lump sum. Chris advised us how to sort our finances and where best to invest. He took away all the stress an strain and guided us through.