Invictus Wealth Consultants Limited

I have been with Invictus for over a year now and it has proved to be exactly the change I needed. Lloyd is a pleasure to work with, extremely knowledgeable and puts in the effort to understand your unique situation and advices accordingly. If you are looking for financial advice I would very much recommend taking the time to talk to Invictus.

Just had an excellent meeting with Tom Rowlingson about Pension Cash Forecasting. By the conclusion of the meeting he really understood us. We both are now totally reinvigorated about our financial future. Thank you Tom

My pension review today with Tom was superb. He was standing in for my usual guy from St James who is not available at this time. If you need any pension advise, review or forecast I highly recommend Tom, he is very good at what he does. Well earned 5 stars .

Cassie Shaw from Invictus is very supportive, always happy to help me, and doesn’t mind taking the time to explain financial matters in simpler terms for me – reassuring me that no question I ask is too stupid! Cassie takes the time to understand my personal circumstances and what she feels I would most benefit from in terms of savings, investments and pensions, and I never feel that she is trying to “sell” me particular products. I also feel that Cassie goes “above and beyond”. For example, during one of our early conversations, I mentioned that I remembered having taken out two work pensions when I was with previous employers (one of which was around 30 years ago), but had long ago lost touch with the pension providers, having moved house and job a number of times since (as well as having changed my name!). Cassie was an absolute star and managed to track them down for me which I’m delighted with, particularly as they had earned a fair amount over the years. I am very pleased with the support I receive from Cassie and wouldn’t hesitate to recommend her.

Tom Rowlingson met me last week, I have a few pensions and wanted to understand the value of either keeping them as they are, or combining them. It took a couple of meetings, he had to gather info, but by the end of it, I felt so much more understanding of my options and what to do. He also did cashsflow forecasting which was great for planning and understanding of what needs to go into my pension between now and retirement - fully recommend, great experience and very knowledgable and trustworthy