Gary & Karen Sexstone
Now we're working with Steph, we have confidence in our retirement journey.
Hello, my name is Karen, and this is my husband, Gary. We’ve been with HarperLees for the last two years.
A couple of years ago, we were looking at our future and pension planning. We came to HarperLees to look at all of our available options and to find the best way forward for us.
Initially, we approached HarperLees because of their specialisms and depth of knowledge on pensions, particularly defined pensions. The choice of going with them was based on their refreshing approach, because they look at the individual and their needs rather than having a preset formula, which again, was quite different to previous experiences I’d had with financial advisors.
To describe Steph, I would say that she’s very professional. She’s knowledgeable about the markets and quite understanding of our situation. She is quite caring, and gives good advice.
Approaching retirement is quite a scary thing. But the reassurance and planning HarperLees were able to put in place for us has really given us confidence about where we are in our retirement journey. As different circumstances come along, we’re confident that we’re going to get the right financial advice to aid us through our retirement.
The best thing about working with HarperLees is that they’re such an approachable company. You know that they’re dealing with you on a human level – they’re not judgmental and you feel you could talk to them about anything. They give excellent advice to make life the best for you.
Yes, I’d have no hesitation in recommending Steph and HarperLees. They’ve been a great company to deal with and we’ve thoroughly benefited from their input and knowledge. So, thank you HarperLees.