3 Best Financial Services in Colchester, UK

I was considering retirement so needed professional advice about pensions before making decisions about how to proceed. I had initial meetings with three different financial advisers, one of which was Midwinter Financial Planning. It was clear from this first meeting that Daniel had a clear grasp of what I wanted to achieve, and was able to explain things clearly to me. He had done a great deal of work before we even met by asking for some basic information prior to meeting. Since then we have had a few more meetings at which Daniel presented his detailed report on my options going forward. I am pleased to say that I decided to follow the findings of his report. I would have no hesitation to recommend Midwinter Financial Planning to anyone requiring the services of a professional and responsive Financial Adviser.

Daniel was initially instructed to set up a private pension for myself however subsequently following numerous years of exceptional service my wife has now set up a private pension for Daniel to oversee. Danial is a professional individual with a comprehensive knowledge in all areas of pensions and investments. Daniel has the can do attitude and with whatever we have thrown at him nothing has been too much trouble. We looking forward to working with Daniel for many years to come.

I contacted Midwinter Financial Planning to seek advice on pension. I found Daniel very personable and helpful. During our meeting he took the time to explain my options in layman’s terms and walked me through different scenarios, giving me what I felt was honest advice, leaving me much better informed to make decisions for my future retirement. I would definitely recommend.

I consider that the service provided by Optimum throughout the years we have been with them has been faultless and we appreciate how much support we have been given to understand our options available and relevant variables; this has been presented to us in full both during meetings and within the follow up reports for our guidance. We do appreciate that the language used is uncomplicated even though the options may be complicated. Everything is explained to is so that we fully understand before making any decisions. We are always treated with courtesy by all the staff and especially our adviser John. Many thanks.

The team at Optimum are always very well informed, helpful and approachable. Our only wish is that some of the news they give us on our investments is better! World influences mean that returns are lower than we would have liked. For this reason we have decided to increase the risk level in the hope that our returns increase. We have been well informed by Optimum in this regard.

I have been very happy with both the service and the manner in which communication and information is imparted. Overall I have every confidence that my money is well managed and that I am kept informed as and when appropriate.