"Jim handled my pension transfers in a timely and professional manner. Although there were a number of different managers Jim managed to track them all and ensured that the transfers went ahead without any fuss. He also provided sound professional advice once the funds had arrived. If you are considering transferring your UK pension then Jim is the man for the job. I have recommended Jim to several friends and know that they will receive the same personal and professional service that I have."

Andy Bowkett

"We were advised to contact Jim to look at transferring our pensions once we had settled in Tauranga. He is personable and very professional. Jim efficiently sorted out our paperwork and set up the receiving schemes here. Our pensions were in NZ in no time and we now have the peace of mind knowing where our money is invested. Jim made the process a pleasure and kept us informed of progress. A big thanks to Jim and his team."

Norm and Kimberley Paige

"A friend recommended Jim to us to sort out our pension transfers. Thanks goodness they did because we didn't know where to start. Jim quickly established where our pensions were and had the forms for us in no time. We wish that all of our advisers were so efficient and easy to deal with. We have no hesitation in recommending Jim to you."

John & Cheryl Chamberlain

"Jim was recommended by a good friend as the person to talk to about transferring my pension to NZ. Jim was courteous and professional and he obviously knows his way around the UK pension providers. Through this process Jim has become a personal friend."

Dave Cooper

"I would like to record my appreciation for the effort you put into transferring my pension with a minimum of fuss. Your initial advice on the recently changed rules was spot on. To have my funds transferred inside of four months was fantastic. I would be happy to supply a reference for you to others needing your professional services."

Sally Shaw