Blakebrooke Financial Advice Ltd

I discussed the possibility of moving a pension fund to a better performing scheme with Darren Lycett. Darren clearly had undertaken extensive research into potential options but concluded that, given my specific needs, the sensible option would be to leave the funds where they are. In my view this demonstrates real integrity on Darren's part as he has ensured that my needs were his absolute priority. He provided clear and thorough explanations of what are pretty complex matters and I would have no hesitation in recommending him to anyone who requires pension advice.

Darren has been my go-to for financial advice for many, many years, and honestly, I wouldn’t trust anyone else. His knowledge, professionalism, and ability to explain complex financial matters in a way that actually makes sense are second to none. Right now, we’re working through various investment opportunities and pension options to set me up for retirement, and as always, Darren is making the process seamless. He takes the time to understand my goals, weighs up the best options, and ensures I feel confident in every decision. If you’re looking for someone who genuinely cares about your financial future and will go above and beyond to help you achieve your goals, Darren is the one to call. Highly recommend!

Roger looked at my initial pension pots, showed me how he could help and made sure I understood every part before proceeding. I didn’t feel rushed by Roger, the transfer of existing funds and full set up took place over a couple of months - perfect for me. The outcome was both pensions were combined into a SJP pension, with funds split across several portfolios. Roger also discussed a private pension for my wife and explained the tax relief benefits of doing this, she is very happy and felt confident in Roger as well. Further to the above we also looked at putting the finances into trust and used an additional service to create a will.

Rogers professional advice enabled me to retire sooner than I thought was possible. His passion, knowledge, and interest in achieving the best outcome for his clients is what sets him apart. I had a step-by-step pension review which helped me to understand my pension options. I have since retired and been very pleased with the prompt response from Roger and his team on pension related issues and withdrawals. I have gained a lot of knowledge along the way which I am very grateful for. Thank you to Roger and the team at Blakebrooke Financial Advice Ltd!

I recently worked with Roger to sort out my pensions, and I couldn’t be happier with the service I received. He was professional, knowledgeable, and took the time to understand my situation. His friendly and patient approach gave me complete peace of mind, and I now feel much more confident about my financial future. I would highly recommend.