Courtiers is a professional organisation with knowledgeable, approachable staff who treat clients as individuals.
Graeme Clark helped us create a "decision tree" of the pension options and their implications for both protected and unprotected rights pensions. In due course, this will be a valuable prompt together with input from Courtiers for either one or both of us to make the most appropriate decision when the time arrives.
I have benefited from the advice and discussion leading to the decision to convert my Final Salary Pension into a SIPP, together with the breadth and depth of knowledge of Graeme Clark and his endless patience and enjoy having on-line access to my portfolios.
Central to the confidence we have in Courtiers are the people we have regular contact with, and most specifically Graeme Clark.