Good news!

We have now reached new levels of record Funds under management in Transact and in total – We are close to the 200 million target figure.

A meeting with James Hay gave some really positive feedback to our work during this cv period: ”22 clients in 6 weeks during the coronavirus pandemic is unheard of And is exceptional”. BRILLIANT BIT OF FEEDBACK ON HOW WE HAVE ADAPTED TO THE SITUATION AND A FEEL ABOUT THE MARKET TOO.

Whilst we still await our cash to reflect our sales activity our Pipeline is increasing as is the actual money received this month.

About the Author

By Nigel Reeves: My mission is to provide the quality, honest & jargon-free pension advice that people need to secure the retirement they deserve. At home, I'm a family man and an active supporter of grassroots sports!

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