We were undertaking a review of our pension scheme, a benefit which has been much valued by the members and felt that to provide the additional support during the transitional period, we needed to bring in the services of a professional financial adviser firm. It was important to us that the firm was local to Cumbria and able to create a trusted relationship with our colleagues who were trying to understand how the proposed changes would or could affect them.
The feedback from our members has been extremely positive; they valued the independent, professional and considered advice and support the team at Armstrong Watson were able to provide. Matt and his team were able to accommodate meetings on site, at home or in one of their local offices; nothing seemed to be too much trouble and the advice given to the members has been critical in allowing informed decisions to be made.
Working with Armstrong Watson has been a positive experience and we hope to continue to build on this relationship for future initiatives.
Innovia Films, UK