Recommended Financial Planners

I was coming up to retirement, the company closed the final salary pension scheme, I had bits of money in different places – old PEPs, ISAs, AVCs, previous company pension – and I found looking after my money a boring activity.

In the past my high street bank had performed very poorly when it tried to help me look after my money, so I wanted independent, fee-based, FSA-registered advice.

I’m very happy with the advice and service I get from THA. They got all of our bits of money into one place and, crucially, made sure they understood our personal circumstances and what we want to do with our money, now and into the future.

Our pot of money is now suitably invested, it is growing nicely, good advice is always available from THA and we don’t need to worry. ExceIlent! Mr RE

“I have enjoyed the peace of mind his professional advice and guidance has afforded me. I am quite certain that without John’s financial advice I would not now have the financial security I continue to enjoy and at a click of a button I can see exactly where I stand. I am more than happy to recommend John to anyone and having tried various other financial advisers I can with all integrity say that he is outstanding in his field with an approach which is both human, level headed and successful.” Ms JS

“Common sense financial advice without the smoke and mirrors. At last a financial adviser that doesn’t enjoy or exploit my ignorance.” Mr RS

” I have been a client with John for a year and during this time have found him to be informative and responsive to my investment needs. His approach to investment is tailored to my needs and risk tolerance and costs are minimised .. which has resulted in positive returns .” Mr RC

“In 2008 I converted my SSAS to a personal SIPP (at the time it was in cash) and conducted a beauty parade of likely candidates (my accountants own IFA for instance).

My criteria were, Fee based advice, Total transparency of any commissions, charges etc., High level use of market stats and an understanding of modern investment funds and an ability to minimise extraneous costs.

John Lang was the only IFA who fully met all my criteria. His understanding of modern market investing and the statistics that go with it to measure risk and reward, anticipated performance etc. are excellent and this is reflected in the spread of the portfolio he recommended for me. He keeps a keen eye on keeping ancillary costs to a minimum and his approach to making investments is reassuringly consultative. I have been very pleased with the work that John has done for me and I will certainly recommend him to my friends.” Mr JR

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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